The debate on active vs. passive investment strategies is never ending. If you google active vs. passive there are tens and thousands of articles on the topic. For less informed readers, passive investment strategies refer to tracker or index funds,
Having just returned from a holiday in Europe I am reminded of the concept of price vs. value. South African travellers need to brace themselves in respect of both price and value, but particularly value. Our weak rand means that
29/06/2016 The heading is taken from a book by Daniel Goleman with the same title. Daniel refers to emotional intelligence (EQ) as self-awareness. “It is about understanding the bad decisions we make and being able to monitor and manage our
29/06/2016 This week I want to discuss another behavioural finance error or bias, which affects our investment decision making ability and that, is “Loss Aversion”. It has been proven that fear of losing money is more intense than the hope
At the risk of committing career suicide I would like to admit the following. I have no idea the affect Ukraine will have on our share market over the next few months…….. I can hear the response “What! You don’t
The risk of market volatility is directly linked to a person’s investment horizon and their exposure to the share market, which is why textbook portfolio management recommends investors reduce their exposure to shares as they approach retirement. Some retirement funds
One of clients used an aeroplane analogy in describing the management of his investment portfolio. He considered himself to be a passenger on an aeroplane being flown by the asset manager with my role, as his adviser, as steward. This