B2B Central

investing

08 Apr 2019

Is now a good time to invest?

By Janice Roberts

By Adrian Saville, Chief Executive, and Samantha Steyn, Chief Investment Officer, Cannon Asset Managers. “Is now a good time to invest?” is one of the most frequently asked questions in the investment world.
02 Apr 2019

A better quarter despite the uncertainty

By Janice Roberts

By Dave Mohr & Izak Odendaal, Old Mutual Multi-Managers Yesterday was April Fools’ Day, so take a large pinch of salt with everything you read. Therefore, many investors might struggle to believe that returns have improved in the first quarter even as the local economic outlook is unclear with Eskom keeping us in the dark...
02 Apr 2019

Music royalties: A surprisingly tangible investment

By Janice Roberts

By:  Mike Pinggera, Head of Multi-Strategy at Sanlam Investments UK
27 Mar 2019

More SA investors looking offshore

By Janice Roberts

South Africans are experiencing growing frustration over the current economic and political instability in South Africa. With the increased implementation of load-shedding, the economy is under pressure and the rand is weakening.
25 Mar 2019

Private equity trends rising to the surface in 2019

By Janice Roberts

In such a rapidly evolving environment, it’s not always easy to forecast what the future holds, but there are certainly some clues as to what the private equity (PE) industry might expect in the coming year. From evolving skill sets to a rapidly changing investor base, there are a number of emerging trends on the...
13 Mar 2019

Nuggets of investing wisdom: Sanlam Private Wealth

By Janice Roberts

Most investors have a preferred quote or two from an investment great they admire. Who doesn’t draw inspiration from the gems contained in Warren Buffett’s annual letters to shareholders, for example? Or the words of wisdom of Buffett’s own mentor, the legendary Benjamin Graham?
07 Mar 2019

Black Swans: Four events that could take investors by surprise

By Janice Roberts

AUTHOR: Keith Wade, Chief Economist, Schroders
06 Mar 2019

Six steps to understanding diversification

By Janice Roberts

By Anet Ahern, Chief Executive Officer, PSG Asset Management We all know the old adage that one should not put all your eggs in one basket. Why? Because if you drop that one basket, all the eggs break. In the investment world, we call this diversification – often referred to as the only free lunch...
06 Mar 2019

The trouble with switching

By Janice Roberts

AUTHOR: Mthobisi Mthimkhulu, team leader in the Direct and Private Client Team at Allan Gray.
04 Mar 2019

The ‘big 6’ market concerns facing South African investors

By Janice Roberts

By Nico Els, Fund Manager at Ashburton Investments.  There are many concerns swirling around South African investors at the moment, making it a particularly tricky time to establish a level of strategy conviction. Major geopolitical events could have any number of outcomes and in South Africa (SA), pervasive uncertainty seems to be the watchword as...
22 Feb 2019

Volatility and the case for market-neutral investing

By Janice Roberts

Several growth-supportive factors that equity and other markets have grown accustomed to over recent years are now reversing, with the result that the dynamics in play during the pre-quantitative easing regime are likely to return to favour.
19 Feb 2019

The bears are at the door - and why we should embrace bear markets

By Janice Roberts

By Paul Cluer, Managing Director at Foord Asset Management. One of the longest global bull markets in living memory wound down in 2018. What are bear markets and what do they mean for long-term investors?