The counter has seemingly defied the highly cyclical nature of its operations and has consistently delivered excellent shareholder returns
Listed asset management companies are often seen as geared proxies to the performance of underlying economies and stock markets.
Times are uncertain because of a lack of precedent, writes Pedro van Gaalen
A likely oil price hike coupled with dollar weakness could drive opportunities
Covid-19 has demonstrated to many asset managers the value using of digital technology, writes Pedro van Gaalen
For investment firms, realising the worth of their assets is tricky, writes Marc Hasenfuss
Flexible funds can go up to 100% in equities; but don’t be surprised if the manager decides that equities are overpriced and reduces this to less than 40%
For shareholders with a longer-term view, the current share price might prove a most inspirational buy
Consumers may demand speedier online services and surviving firms look leaner in post-Covid SA, but social behaviour won’t change too much, writes Shawn ...
Dis-Chem ranks as SA’s second-biggest pharmacy chain after Clicks. But it has not had a great start to 2020
Sirius Real Estate remains on most fund managers’ stock-pick lists despite the rand-hedge counter looking rather pricey at first glance
The large food companies have had a torrid time, but there’s potential in the mid-cap sector, writes Anthony Clark
Money is cheap and bond returns low, so the equity market is being flooded
Market volatility reveals weaknesses in strategy for many, writes Pedro van Gaalen
The pandemic has markedly knocked market values of SA Inc stocks
There are compelling reasons for the company to consider the cases of Stadio and Zeder
Times are uncertain because of a lack of precedent, writes Pedro van Gaalen
Grindrod is a different business these days
It’s not been easy for Clientèle with increased pressure on its clients’ disposable income, which hampers their ability to pay insurance premiums
There’s plenty of rich pickings to be had among the JSE’s smaller property plays – provided you’re a patient punter with a higher risk appetite, writes Joan ...
