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currency risk

Thinking long-term pays dividends

Thinking long-term pays dividends

If you are disappointed with returns from your investment portfolio over the last quarter, then that probably means you have a well-diversified strategy with plenty of exposure offshore.  If that’s the case, then you shouldn’t worry too much about the

mw@dmin April 26, 2018April 26, 2018 Investment Risk, Market behaviour, Market Drivers Read more

Predictions materialised

Predictions materialised

I vividly recall attending an investor feedback session with a hotshot offshore manager whose fund had performed terribly.  After taking some criticism from the hostile audience he totally lost it, raising his voice he stated that “it was only numbers”. 

mw@dmin February 1, 2018February 1, 2018 Investor Behaviour, Market behaviour, Market Drivers Read more

Wide portfolio cushions against volatility

Wide portfolio cushions against volatility

The million-dollar question for South African investors is the exchange rate.  The reason for this is that 50% of the JSE’s overall earnings is now generated from overseas. A weaker rand translates into higher earnings and thus higher share valuations.

mw@dmin October 12, 2017October 12, 2017 Market behaviour, Market Drivers, Uncategorized Read more

Defining risk, counter-intuitive thinking

Defining risk, counter-intuitive thinking

Blame it on a mid-life crisis, but I recently acquired a motorcycle much to my mother’s dismay.  I vividly recall the same response from her some 32 years ago when my Dad agreed to me getting a 2nd hand 50cc

mw@dmin February 16, 2017February 16, 2017 Investment Risk, Investment Strategies, Investor Behaviour, Market behaviour Read more

Foreign investment headwind

Foreign investment headwind

It is interesting how Rand weakness seems to negatively affect our collective psyche and overall sentiment, notwithstanding that most South Africans probably don’t understand the full implications of currency weakness.   Maybe it’s our fears of becoming a banana republic like

mw@dmin December 1, 2016December 1, 2016 Investment Risk, Investment Strategies, Market behaviour, Market Drivers Read more

You cannot unsee what has been seen

You cannot unsee what has been seen

The title of this week’s article refers to a comment made by a Coronation Fund Manager in reference to the indiscriminate firing of Minister Nene by President Zuma and then the subsequent reversal four days later when Des van Rooyen

mw@dmin August 25, 2016September 26, 2016 Market behaviour Read more

Is South Africa going broke?

Is South Africa going broke?

Is there a fiscal crisis in SA; this is a nice way of asking if SA is going broke?  In my opinion there are sufficient signs to warrant concern.  In 2008 SA domestic debt as % of GDP stood at

mw@dmin July 31, 2014October 27, 2016 Investment Risk, Market Drivers Read more

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