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Emotional investors need good advice

Emotional investors need good advice

Allan Gray asset management recently came under fire in an article, in which the author opined their recent poor relative performance.  The author, who will remain nameless as I think he may have been looking for publicity,  blamed the disappointing

mw@dmin February 25, 2021February 25, 2021 Investment Risk, Investment Strategies, Investor Behaviour, Market Drivers Read more

The end of value investing?

The end of value investing?

Value style managers have struggled on a relative basis to keep up with broad market indices, which have been driven higher by a handful of mega-cap quality / growth companies mainly listed in the US.   Value managers have been underweighting

mw@dmin September 17, 2020September 17, 2020 Investment Strategies, Investor Behaviour, Personal Finances Read more

Living Annuity and Death

Living Annuity and Death

Never a topic we like to discuss but dying with a living annuity has some important planning considerations, which I will briefly cover in this week’s article. Living annuity contracts allow the retiree to bypass his / her estate on

mw@dmin November 14, 2019November 14, 2019 Retirement Read more

Investors, beware of ‘Tina’

Investors, beware of ‘Tina’

The tile of this week’s article sounds more like a tropical storm warning than a warning to investors, which may be appropriate given that TINA can be just as devastating on your wealth as a category five hurricane when making

mw@dmin October 17, 2019October 17, 2019 Equities, Investment Risk, Investment Strategies Read more

Look for long-term investors

Look for long-term investors

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,

mw@dmin October 3, 2019October 3, 2019 Investment Strategies, Investor Behaviour, Market behaviour Read more

Do you trust robots for advice?

Do you trust robots for advice?

In a world of accelerating disruption where technology as enabler allows a person to build a billion-dollar business from their parent’s basement even the most established business models are no longer secure. The disruptors quickly become the incumbents at risk

mw@dmin June 27, 2019June 27, 2019 Investment Strategies, Investor Behaviour Read more

Selling equities and investing in cash now is rash, wait patiently

Selling equities and investing in cash now is rash, wait patiently

The doldrums are noted for calm periods around the equator when the winds disappear trapping sail-powered boats for days or even weeks.   There are many stories told of sailors going completely crazy while desperately hoping for the wind whilst

mw@dmin May 16, 2019May 16, 2019 Investment Risk, Investment Strategies, Investor Behaviour, Market Drivers Read more

Don’t only trust your instincts

Don’t only trust your instincts

As a child I used to love playing monopoly, which I had not done for years, but the other day, while braaing with friends, I re-discovered my monopoly board and could not resist the temptation.   My friend Emil and I

mw@dmin May 2, 2019May 2, 2019 Investment Risk, Investment Strategies, Personal Finances Read more

Happiness

Happiness

According to Barry Schwartz, American psychologist, “the secret to happiness is low expectations”. Expanding on the idea of happiness it seems like our happiness is more of a relative story than anything else. We are very happy with our new

mw@dmin April 4, 2019April 4, 2019 Hello world, Personal Finances Read more

Value of Good Financial Advice

Value of Good Financial Advice

Warren Buffett reckons to be a good investor “All you need is emotional control and the temperament to avoid self-destructive behaviour”. If that is so, why is it so difficult for the average investor?  The problem is we are intuitively

mw@dmin March 22, 2019March 22, 2019 Client Advisor Relationships, Investment Risk, Investment Strategies Read more
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