Our investment research and fund management team has drawn up a selection of local and offshore stocks that we’ll be watching in 2021.

We all have biases that may cloud our judgement when making day-to-day decisions, and our finances are not exempt from these biases. We often depend on our intuition, but sometimes we are unaware of how our gut feeling may be faulty.
This month on the blog we look at the role of psychological factors in financial decisions.

Savannah Solomons, head of trust and fiduciary, discusses the pitfalls of dying intestate and the effects in can have on your assets.

Ever heard of the saying “saving yourself into poverty”? It is usually spoken during discussions when comparing the virtues of saving versus investment. In this follow up article to “The Rise of Inflation”, Benjamin van Wyk, CFA, delves deeper into the Inflation theme and what has transpired since we initially identified it in 2020.

A look back at the Inflation theme we first introduced in November 2020. Benjamin van Wyk, CFA, gives a simple explanation of the rise of inflation and highlights some of the strategies we employed to hedge for its inevitable rise.

Investment management is a dynamic endeavour. The global economy and capital markets are fluid and change is both a certainty and a constant. It is therefore crucial to subject one’s approach to investment management to continuous critical examination to ensure relevance and global best practice.

Hedge funds aren’t just suitable for the high-flyers we see in movies like The Wolf of Wall Street. In this article, Henk Myburgh, CFA, introduces hedge funds as an alternative investment solution.

E-commerce has indeed picked up over the past decade. This does not mean that traditional brick and mortar retailers’ sales have declined, but rather that their landscape is adapting to consumer preferences. Ashley Pedlar, CFA, breaks down the foundation of retail.