‘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.
Investing
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
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.
‘The free lunch from guarantees may come at a hefty cost’
Investors should remember that the price of the guarantee is not only in the return they lock in, but also in the future returns they give up by being out of equity markets.
Capitulation of bears: a bull trap?
Global tech shares and broad equity indexes have entered the high-risk and most dangerous stage of the market rally, says Ryk de Klerk.
‘Don’t look for themes or sectors – it’s all about stock-picking’
Financial advisers will have to manage investors’ expectations as the local market comes off a stellar 2021 and we enter the unfamiliar waters of higher global interest rates and quantitative tightening. Moneyweb recently […]
Is the ‘Santa rally’ real?
Investors found their festive spirits in 2020 despite a raging pandemic. Even with most of the global economy shut because of Covid-19, US stocks recorded their best December monthly return in more than […]
Is the ‘Santa rally’ real?
Investors found their festive spirits in 2020 despite a raging pandemic. Even with most of the global economy shut because of Covid-19, US stocks recorded their best December monthly return in more than […]
Three ways to think about money, risk and investing
Behavioural finance expert Morgan Housel, partner at Collaborative Fund and an award-winning author, was a speaker at the Allan Gray Investment Summit and the CFA Investment Conference this year. Housel, in almost identical […]
Investing in bonds – Are conditions favourable now?
In a recent opinion piece, Londa Nxumalo, co-portfolio manager of the Allan Gray Bond Fund, argues that the threat of a downgrade by Moody’s to sub-investment grade is significant and could negatively affect […]
Investing in bonds – Are conditions favourable now?
In a recent opinion piece, Londa Nxumalo, co-portfolio manager of the Allan Gray Bond Fund, argues that the threat of a downgrade by Moody’s to sub-investment grade is significant and could negatively affect […]
What are Megatrends and how is it relevant to investing?
Megatrends are powerful, transformative forces that could change the global economy, business and society. Megatrends have been changing the way we live for centuries. But how are megatrends relevant to investing? A new […]
Should we question the wisdom of investing in South African equities?
– Allan Gray investigates Investors with exposure to equities in 2018 may have been subjected to a disappointing performance. As a result they may or might be considering the safe haven of cash, […]
Should we question the wisdom of investing in South African equities?
– Allan Gray investigates Investors with exposure to equities in 2018 may have been subjected to a disappointing performance. As a result they may or might be considering the safe haven of cash, […]
