asset allocation Archives

07 Sep 2021

Most investors stay the course with their asset allocation

By Staff Writer

Mercer’s latest Asset Allocation Insights 2021 report showed that most investors stayed the course with their asset allocation, even amid heightened volatility and uncertainty over the last year. For international investors, foreign equities now represent 51% of aggregate equity allocations, the first survey in which exposure outside of investors’ home markets tipped over the midpoint.

22 Jul 2021

Sculpting an ‘optimal’ strategic asset allocation for the future

By Staff Writer

Staying invested often sounds easier than it really is, due to our inherent desire to control our investment outcome. The problem is often that the focus becomes too short term, risk is not clearly defined or understood and we get swayed by our emotions, making it an increasingly difficult task to stick to a strategy that is designed for the longer term.

13 Jul 2021

The Navigator – Anchor’s Strategy and Asset Allocation, 3Q21

By Staff Writer

The global environment has been favourable with accommodative monetary policy from major central banks, higher commodity prices, and positive emerging market sentiment as we rebound from the COVID-19 crisis of 2020, says Anchor Capital in its Strategy and Asset Allocation, 3Q21 Review.

20 May 2021

What to look for in a DFM partner

By Staff Writer

Discretionary Fund Managers (DFMs) have experienced an increase in demand for their services over the past 15 years. Internationally, the catalyst for the growth in the DFM market seems to have been the introduction of the Retail Distribution Review (RDR).

26 Jul 2019

Asset allocation: where to now for investors?

By Janice Roberts

By Alwyn Van Der Merwe, Director of Investments at Sanlam Private Wealth. Ever opened the menu in a restaurant to find that not a single dish looks appealing? This is the quandary facing most investment managers at the moment – there’s not much on the asset menu that’s particularly exciting. Bonds? Not a good plan....

01 Aug 2018

Fairtree Balanced Prescient Fund flourishes

By Janice Roberts

Last week was Thundermark time, when the country’s investment manager’s donned their pinstripes and presented their wares to financial adviser’s around the country, keen to stay up to date with the latest products and best investment options for their clients.

05 Jul 2018

Disciplined investing: five principles to follow

By Janice Roberts

By Jac de Wet, PSG Wealth. Despite our best intentions, many of us focus on the wrong things when it comes to our savings and investments. We tend to focus on the factors we can’t control, typically headline-grabbing things like investment returns and the markets. We barely ever focus on the factors and variables that...