Tag: diversification

June was a brutal month for global equities, capping the worst first half of a year since the launch of the MSCI All Country World Index in 1987. For indices with longer track records, the story is worse. In the case of the US S&P500, the first half performance has not been this bad since 1962.

A record sell-off coupled with a shifting economic backdrop mean opportunities in global fixed income markets have appeared. It has been an extraordinary time for bond markets. As an asset class, fixed income is often seen as equities’ boring cousin, particularly over the past decade of low yields. Recent months, however, have been anything but boring, albeit for the wrong reasons.

The future of fleet management in South Africa is supporting the need to reduce future fleet costs through direct cost savings or increased efficiencies and utilization gains. This is not simply restricted to fleet management but will be achieved in conjunction with technology advancements in service delivery and supply chain management activities.

Diversification within the asset management industry can be applied on different levels and can take many forms within an investment solution. With close to R3 trillion invested in collective investment schemes in South Africa, investors are already taking advantage of the diversification benefit on offer by unit trusts.

South Africans are struggling to achieve financial freedom with 34% not having enough savings to last more than a month if they lost their income/jobs. However, this freedom can be within reach through investing in quality assets such as real estate to build up a passive income.

Searching for photos of mountain climbers (not the exercise), you’ll more often than not find images of happy, jolly people on the summit, or with the abyss behind them. You rarely see the whole journey, which can make it seem as if reaching the top is only for a select few.

The bigger the military operation, the more sophisticated the financial machinery required to fund it. The Bank of England, today still the UK’s central bank, was created in 1694 as the government’s bank, largely to finance its ongoing wars with France.

Markets continued their rally into the fourth quarter of 2021, with South African (SA) equities delivering its strongest calendar year return since 2012 (up 27.1%) and global equities since 2015 (up 28.8% in Rands).

White label. Private label. These are the name tags attached to the intelligent rebranding and labelling of services and solutions to create ecosystems of value that allow for smaller companies to achieve systematic growth.

There has certainly been plenty of foolishness, as a new generation of day-traders have pushed meme stocks, special purpose acquisition companies (SPACs) and cryptos to ridiculous levels. Battle-hardened investment professionals have not been immune to bouts of irrational exuberance either.