Financial Advisor
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
I would much rather be writing about something other than Covid-19, but this is clearly the only story in town. I use the word story purposely not to make light of the pandemic, but as a play on the word
The investment industry uses some very descriptive words in describing investor behaviour and one of these is capitulation, this is the point when investors throw in the towel. Throwing in the towel is boxing speak for give-up. Picture the towel
This week’s article is an extract from a reply to a client’s question on whether he should reduce his share exposure or move to a balanced portfolio strategy given several “warning lights” on the horizon. The easiest way to
With the US stock market now entering its 11th year in a bull market, it is probably a good idea to reflect on some old age wisdom, which is nicely explained by the following quote: Bull markets are born on
The cold war between Russia and the USA was premised on a critical acronym known as a MAD, which stood for “Mutual Assured Destruction” in reference to the nuclear arsenal of each country and that any hot war between them
Investing in the JSE All Share Index has become a swear word as the herd flee our shores in favour of investing offshore and it is hard to make a case for investing locally given all the bad news and
In the bestselling book Homo Sapiens Yuval Harari theorized that the success of humankind can be directly ascribed to our ability to tells stories, which we could all believe in and collectively work towards, thus achieving as a common goal.
“Sell in May and go away!” This adage would have worked well for you this year. The Cambridge English Dictionary defines the meaning of Capitulation as either of the following 1. “to accept defeat, or to give up or give
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