SA credit rating upgrade is on the cards – not investment grade yet
The rating upgrade is likely to have profound implications for investment portfolios.
Author: Ryk de Klerk
Videos
Watch: FPI Financial Planner of the Year on key issues shaping the financial landscape
Animated video explains the two-pot retirement system
NCA Credit providers’ FICA obligations
NCR Desktop Audits
Is South Africa on track to getting off the grey list?
Looking back at this year’s FPI Professional’s Convention
Enhance your HR skills by attending our insightful webinars in November
Webinars on how to investigate misconduct and address poor performance
Beware the payback trap of the 60/40 portfolio
In investing, one key factor is often overlooked: the payback period. Understanding duration can reshape your portfolio strategy and help you manage risk more effectively.
The China bazooka stimulus: risk assets melt up?
Interest rate cuts, infrastructure bonds, and a revitalised stock market – China’s new stimulus package is poised to impact global investment strategies.
Tobacco companies: outperforming but now only fairly priced
In a market facing economic challenges, Altria and BAT have outperformed major indexes. Ryk de Klerk explores the pricing of tobacco shares, risk premiums, and the factors driving their resilience.
‘Wow, am I smart.’ The most expensive phrase in managing investments?
Investors should prioritise risk management by regularly re-evaluating their portfolios, rather than chasing high-growth investments driven by market euphoria.
‘Do not panic, look out for opportunities, but stick to your risk budget’
The US economy is giving off mixed signals, and the big question is whether it will slip into a recession or manage a soft landing.
Why I turned mildly bearish and opted for a defensive strategy
The formation of the GNU sparked a rally in local financial markets. But as storm clouds gather on global equity markets, the long-term outlook remains uncertain.
Why these Veblen stocks deserve a place in my investment portfolio
Rooted in luxury and status, Veblen stocks represent brands where consumers willingly pay a premium, driving profit margins and sustained growth.
Bullish on gold
The price of gold has risen amid geopolitical tensions and buying by central banks, decoupling from traditional indicators such as TIPS and ETFs.
Why I have turned bullish on South African assets
A comparison of current market behaviour with the pivotal 1994 election period points to the potential for a rally in the rand and financial shares.
Why I opt for BHP rather than Anglo
An analysis of the consolidated value of Anglo’s mining production compared to its share price indicates that BHP’s valuation is justified.
Magnificent Seven: opportunities arise from divergent performance
With economic factors such as inflation and central bank actions looming large, the outlook for technology stocks remains uncertain.
SA stocks and long-term government bonds are cheap, but not excessively so
How foreign investors and rating agencies view the outcome of the general election will affect the direction of bond yields and equity prices.
Bitcoin’s price discovery justifies a core holding
The primary supply of Bitcoin is running dry, and the secondary supply is limited.
Ignore R&D-driven growth stocks at your peril
The thrust behind the re-rating of growth stocks since 2010 was technological advancements and innovation through research and development.
Anglo stock investment cycle: time to stay or time to go?
Ryk de Klerk delves into commodity trends, market divergence, and strategic insights, giving a comprehensive analysis of Anglo-American PLC in the current economic landscape.
Outlook for 2024: new transitional phase will boost risk assets
The asset classes that performed best in the recessionary cycle are unlikely to repeat their superior performance in the transition to the initial stages of accelerated growth.
