LATEST Market Commentator
Hlelo Giyose, CIO First Avenue Investment Management, separates politics from markets in this market commentator report.
Murray Winckler, portfolio manager – Laurium Capital.
Understanding the Sanlam small-cap fund which received a Raging Bull Award – Vanessa van Vuuren, Fund Manager of the Sanlam Small-cap Fund.
SA assets, equities are starting to look interesting again and SA government bonds I’d venture are an interesting place to go: Adrian Saville.
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.