Shareholder activism: Big boys bust into the boardroom

Recent events show big fund managers may be becoming more activist, writes Ann Crotty

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MARC HASENFUSS: Acquisitive counters: buying trouble?

Investor fretting revolves mainly around two issues: operating assets toiling in unfavourable economic conditions; and whether there has been an overpayment ...

Buy, hold, sell: Quick guide to Absa’s NewWave exchange traded notes

With Absa’s NewWave exchange traded notes you can play the rand against the euro, dollar and pound. Here’s a quick guide to the game

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PICK OF THE MONTH: Trencor

At this delicate juncture IM reckons Trencor is a share worth tucking away

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Fund reviews: analysis of lesser-known funds

This month we look at some of the lesser-known funds. These are not all small managers: Fairtree Balanced Prescient Fund, Kagiso Balanced Fund, Obsidian SCI ...

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Global investing is no silver bullet

South Africans concerned about the local economy may think investing offshore is the solution. But it should form part of bigger-picture portfolio planning, ...

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Easier to go offshore

The number of options is increasing for investors wanting to move their money abroad, writes Johann Barnard

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Global investing: Interesting times? Oh yes

But global investors are surprisingly sanguine, writes Johann Barnard

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GARTH MACKENZIE: Bucking the season trend

A pullback from unusual winter highs on the JSE top 40 index could still set up a base for a year-end rally

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Emira sending the right signs — but time to step up

While some fund managers have holdings in Emira’s retail portfolio, many say its office portfolio contains too many old assets

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Sappi still a good deal on paper

It takes nerve to embark on the radical repositioning of a business. Sappi did just that

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Clever moves bring significant potential for Northam

Northam is making a low-cost entry into a market with significant potential

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Strong dividend growth from Hyprop’s European assets

Southern, Central and Eastern Europe still appear to be the most favoured destination for local property players looking to diversify offshore, but the region ...

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EnX getting set for a solid profit performance

Now could be a perfect time to start accumulating stock

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Hedging your bets

Hedge funds are a good way to diversify your risk, writes Johann Barnard

RUSH IN ROULETTE: Is it time to risk a shot at casino shares?

The two big casino groups are battling the operational odds amid dour discretionary spending and their share prices have been wonky. But they could be smart ...

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Investors Monthly is a magazine published by Times Media, Media Division included in the Financial Mail on the last Thursday of the month.