Blog Archives

Beware of recency bias when making investment decisions

Over the past year, we have seen local investments streaming towards bonds and cash – the top-performing asset classes for most of 2019. Are investors chasing performance, or can they expect to get real returns from perceived safer investments over the long term?

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Investing in the Face of Uncertainty

This article explores the concept of uncertainty and that it’s present in all market environments. It speaks to why investors shouldn’t shy away from uncertainty.

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Why we’re backing out-of-favour tech stocks

Why we are buying technology stocks.

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The search for inflation beating returns

The search for inflation beating returns.

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Retirement and the market cycle

Looking at how an investment strategy may be affected by what is going on in the market.

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Robust Investment Strategy Necessary in Uncertain Economic Environment

Piet Viljoen, Chairman of RE:CM, a value based asset manager, says that with South Africa experiencing high levels of economic uncertainty, a robust investment strategy is crucial to defend investors against a number of market volatilities.

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The Allan Gray-Orbis Global Equity Feeder Fund remains fully invested in global equities. The objective of the Fund is to outperform the FTSE World Index at no greater-than average risk of loss in its sector.