I can quite honestly say as an investor for over 26 years now that I have never experienced a dull day, but that said, there is a Chinese curse, which says, “May he live in interesting times.” As investors we
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
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
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
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
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,
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
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
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
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