Time for a change on climate

We need to know the financial implications of firms’ climate-related issues, writes Cuma Dube

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How to make a small fortune

Small-cap funds make up just R5.8bn of investment into unit trusts. And many investors will regret not investing more

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Dipula Income Fund: Put this counter on your shopping list

Dipula surprised the market this month by reporting a healthy 8.5% rise in distributable earnings for the six months to end-February

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Pick of the Month: Gaming basket

The gaming and e-sports industry has blossomed during the pandemic. Your avatar can’t catch Covid from another player in a virtual world

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Trade of the Month: Famous Brands vs Spur

People’s reluctance to eat out still harms the fast-food sector

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Astoria: Strictly for those with an ultra-long-term view

Key investments inside Astoria are small, but all have intriguing growth vectors

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Massmart: The bright pink elephant in the room

Massmart is proof that investment success is a function of company performance and entry price

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WARWICK LUCAS: Digging for diamonds

Small-cap quality will outperform large-cap quality, small junk will beat large junk

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ANTHONY CLARK: Ducking ’n diving is bad form for CEOs

It’s a joy to see the better class of CEOs give updates and answer questions at online AGMs

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SA’s top private banks and wealth managers

SA’s wealth managers excel in areas they can control, and most portfolios were already defensively positioned before the Covid crisis hit, writes Colin Anthony

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EDITOR’S NOTE: SA needs a black-owned investment champion

A large black-owned and -managed bank would be a fantastic entity to build

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Top private banks and wealth managers: people’s choice awards

How clients rate their wealth managers and private banks

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Top private banks and wealth managers: winners per archetype

We present five client archetypes to wealth managers and assess how they cater to each

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Top private banks and wealth managers: How they fare

It’s good to have you around during a crisis, is the message emanating from clients of wealth managers and private banks as the country emerges from the ...

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WARWICK LUCAS: Equities over the very long term

A history of the way governments treated capital, and what the outlook is now

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ANTHONY CLARK: Unusual situations, attractive shares

A few firms on the JSE are in unusual situations that make their shares attractive

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Published by Arena Holdings and distributed with the Financial Mail on the last Thursday of every month except December and January.