Tech enhances asset manager value chain

Covid-19 has demonstrated to many asset managers the value using of digital technology, writes Pedro van Gaalen

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Investment companies: Missing keys to the lock

For investment firms, realising the worth of their assets is tricky, writes Marc Hasenfuss

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Domestic flexible funds: Free-for-all investment, almost

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%

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Alviva: A nicely charged technology plan

For shareholders with a longer-term view, the current share price might prove a most inspirational buy

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Investing is the new normal

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 ...

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Dis-Chem: Difficult times — and they’re not over yet

Dis-Chem ranks as SA’s second-biggest pharmacy chain after Clicks. But it has not had a great start to 2020

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Sirius Real Estate: Still a payer of generous dividends

Sirius Real Estate remains on most fund managers’ stock-pick lists despite the rand-hedge counter looking rather pricey at first glance

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Food counters to nibble on

The large food companies have had a torrid time, but there’s potential in the mid-cap sector, writes Anthony Clark

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TALKING TECHNICALS: What’s behind the boom?

Money is cheap and bond returns low, so the equity market is being flooded

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Covid-19 crisis tests asset manager strategies

Market volatility reveals weaknesses in strategy for many, writes Pedro van Gaalen

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EDITOR’S NOTE: A change in the pecking order?

The pandemic has markedly knocked market values of SA Inc stocks

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Will PSG buy out Stadio and Zeder?

There are compelling reasons for the company to consider the cases of Stadio and Zeder

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Asset managers work to claw back losses

Times are uncertain because of a lack of precedent, writes Pedro van Gaalen

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Grindrod: Chance for value as restrictions ease

Grindrod is a different business these days

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Clientèle: A small player, but an intriguing proposition

It’s not been easy for Clientèle with increased pressure on its clients’ disposable income, which hampers their ability to pay insurance premiums

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Where to place your property bets

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 ...

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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.