LATEST Market Commentator
We’re…just taking a step back and looking at underlying valuations and fundamentals of asset classes and companies – even more so than worrying about Trump or Brexit: Philipp Wörz, Portfolio Manager at PSG
From a growth perspective, it seems we’re now into an upward-trending business cycle, which would be quite positive for equities going forward: Shoaib Vayej of Afena Capital.
Grant Magid shares his approach to asset allocation.
Some value returns to industrial sector, banks – Piet Viljoen
There’s a lot more interest in underlying companies in the market: Delphine Govender – co-owner and CIO, Perpetua Investment Managers.
Volatility gives you opportunities to find some attractive opportunities – Zwelakhe Mnguni.
South Africa is being accepted as an important player in emerging markets – Matthew Auerbach, Capricorn Fund Managers.
‘You have to diversify your assets, regardless of what’s going on in this country’ – John Harman – Rosebank Wealth Group
What we’re trying to do – and this is what most investors should be doing when your environment is as uncertain as it is now – is buy quality.
One of the key issues you don’t want in any economy is collusion between business and government – Joseph Busha, MD of JM Busha Investments.
Truffle fund manager and a part owner Jonathan du Toit: the interest rate hiking cycle is done. We may get an interest rate cut in the middle of next year or maybe earlier.
RECM avoids forecasting at all times and being able to forecast or think they are able to forecast gives one a false sense of security – Piet Viljoen – chairman, RECM.
Adrian Saville, chief strategist at Citadel, shares his insights on how the current economic environment feeds a contrarian strategy.
Tshepo Modiba of Seriti Asset Management calls for calm in the face of the storm. Plus, offshore stocks Seriti is keen on.