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Global & Local Asset Management 


Global & Local Asset Management 

Mid-May market report

The ongoing war in Ukraine, China’s Covid lockdowns, and increased monetary tightening by global central banks remain the biggest drags on sentiment.

Growth, growing and grown ups: Mature investment in a rising rate world

It’s important to focus less on scary macro-market movements and more on a company’s probability of delivering growth.

Mid-April market report

Despite a stronger dollar, the rand has still managed to gain 0.4% against the greenback month-to-date.

Musk buys 9.2% of Twitter, but will he realise the growth implied in the share price?

Twitter, therefore, has a 36.5% probability of delivering the growth implied in its share price.

How playing darts is like investing in shares

Darts is a game of precision that seems easy at first but becomes very, very hard by the end, just like active stock management.

Ark Innovation ETF: The destruction of shareholder value

The ETF has sold off substantially more than the general market, losing a whopping 60% since topping out last year, of which, 32% has occurred year-to-date.

Where to find value in this new reality

Exposure to defence stocks, cybersecurity, and aerospace sectors will undoubtedly create value for the overall portfolio in the new reality.

Mid-March market report

The rand has shown resilience despite the general selloff in risky assets.

Mondi Plc has the best ‘Avoid the Human Factor’ score in SA

The company has a 2.0% probability of NOT being able to deliver on the growth implied in its share price.

Our budget, your budget, and its impact to financial markets

The commitment by the government to service rising debt is formidable, which will appease rating agencies.

The investment odds don’t need to be stacked against you

This article was first published on New Age Alpha here. Imagine you’re sitting, minding your own business, and your buddy, Louie, shoulders up to you and begins his sentence saying, “What are the odds…?” With such an introduction, his next words will almost certainly detail a plan with little chance of success. Whether it involves

Mid-February market report

Meta Platforms issued disappointing results which led to $200 billion being wiped from its valuation – the biggest loss in market value by any US company in history.

What do we know for sure about a listed company?

The thinking behind life insurance can be utilised in the building of share portfolios.

A better way to approach stock valuation

The value of a security should be determined via an actuarial process that strips out any and all vague and ambiguous information.

Financial markets: Where to now?

Positioning portfolios to preserve previous gains and rebalancing them to reduce risk concentration.

National Treasury’s proposed two-pot system for retirement savings

Members who access retirement savings early reduce the probability of being able to sustain themselves later in life.

Mid-January market report

US stocks were the global outperformers in 2021 as huge amounts of stimulus pushed the major indexes to all-time highs.

Mid-December market report

News of the omicron variant affected markets negatively,

Rising oil prices and inflation

Analysts at JP Morgan have said that with Opec+ 'firmly in the driver’s seat' oil futures could test $125/barrel in 2022.

Stock markets: Know the odds

A look at the numeric probabilities of investment success and how you might be better off simply avoiding the losers.

Mid-November market report

The tech-heavy Nasdaq was largely driven up by the steep rise in Tesla shares which gained 43.65% in October.

New Age Alpha of New York CIO’s outlook for Q4 2021

A look at scenarios in which inflation may come to the fore.

Sibanye Stillwater buys Brazilian mines: The H-Factor score

Sibanye Stillwater announces that it's buying Brazilian mines for electric vehicle batteries.

The uranium squeeze

Will we see a similar price run to the early 2000s?

Mid-October market report

Commodity markets continue to impress with the Bloomberg Commodity Index printing 4.97% for September.

The Human Factor’s use as an equity fund

The Human Factor Tool not only positions you to outperform but also to benefit from factor diversification and risk reduction.

Mid-September economic report

Policy is expected to remain accommodative at the next Monetary Policy Committee meeting on September 23.

Inflation vs disinflation debate

Regardless of whether you reside in the deflation or inflation camp, it is important to assess both sides of the debate.

Discovery’s Human Factor Score increases significantly

Possible capital raise might be reducing Discovery's ability to deliver the growth implied in its share price.

Don’t pick the winners, just avoid the losers

The Human Factor is an actuarially based portfolio tool aimed at mitigating the risk of human behaviour.

The impact of divorce on your finances

Check your will and any life policy beneficiaries as soon you start divorce proceedings.

Mid-July economic review

SA's extended lockdown, and ongoing looting and violence will have a large effect on recovery and growth going into the third quarter.

Mid-June economic review

The rand has been the star performer, hitting a 28-month high against the US dollar.

Would you rather own Spar or Shoprite’s shares?

Here's what their Human-Factor Scores suggest.

Heineken considers buying Distell, but is this a good idea?

Here's what the Human-Factor Score suggests.

Mid-May 2021 economic review

Gold produced a stellar performance for the month closing 5.93% higher.

Clicks buys Pick n Pay pharmacies: Their Human Factor Scores

If you were a share investor, which share would you rather own?

Applying the avoid the Human Factor Strategy to Facebook

Can the social media company deliver the growth implied by its  share price?

Mid-April 2021 economic review

Gold retreated by 11% for the quarter as risk-aversion slowly and surely diminishes.

Netflix: A study in the application of the Human Factor

Can the streaming service deliver the growth implied by its stock price?

March 2021 economic review

The spot price of Brent Crude oil experienced an unprecedented jump of 18.4% from the previous month.

Mid-February economic report

Year to date, the JSE Alsi returned a staggering 8.14%.

December economic review

The finalisation of Brexit brought cheers to the markets.

Mid-December 2020 economic report

The rand benefited the most from a weakened US dollar, gaining 5.8%.

Mid-November 2020 economic report

South African economy is projected to contract by 7.8% in 2020.

Mid-term budget policy statement highlights 2020

The economy is expected to contract by 7.8% in 2020, while gross debt is expected to rise to R5.5 trillion in 2023/24 fiscal year.

Mid-October 2020 economic report

In early October, the rand recovered to below R16.50 to the American greenback.

Never mind picking winners, avoid the losers!

There's an online tool that can help you improve the performance of a listed share portfolio.

Using structured products to protect your portfolio

These notes generally serve their purpose best in times of no or mediocre equity growth.

Living annuity vs life annuity

Once you elect to retire from a retirement savings product two-thirds of your funds must be invested into either a living- or life annuity.

Should I invest in direct offshore funds or feeder funds?

Having exposure to offshore instruments in your portfolio is beneficial in many ways.

Should you have an income fund in your portfolio?

The inclusion of an income fund establishes the fundamentals of a prosperous investment strategy.

In trading shares, like sports, winning is a habit

Why the 'avoid the human factor' strategy is the best way to pick shares.

Online traders vs professional investors

The strategy by online traders is not underpinned by any form of fundamental analysis to determine the value of the company that underlies the listed share.

Traditional and non-traditional equity valuations models

It's important to understand the underlying assumptions of the model used to determine whether the current share price is under or overvalued.

Good business lessons learnt in lockdown

Businesses should always be planning for the worst and finding ways to diversify at a moment’s notice.

The mind of a seasoned investor in face of tumultuous financial markets

How to cushion your investment and amplify investment growth when faced with a market downturn.

Life after Covid-19

The choices the country makes in the next few months will determine our entire future.

Investing vs speculating

The discipline of investing in well thought out and proven strategies build your wealth solidly.

Treating the virus, not the markets

'Rather than trying to manipulate the market, we should be treating the economy as one would treat a virus.'

How do financial advisors stay relevant in the age of automation?

Financial advisors should embrace new ways of looking at investments.

The only reason investors lose money in stock markets

When a listed company’s management cannot justify the listed share price.

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