STEPHEN CRANSTON: Stand by your man(ager)
No doubt the headline from all index funds this week will be that more than 73% of SA equity funds underperformed the SA Top 50
STEPHEN CRANSTON: Who’s up for some private equity?
Most start-ups in SA are backed by existing corporates, not private equity funds
STEPHEN CRANSTON: Bouncing off the ropes
SA Inc has endured many punches but September could be the start of rising from the canvas
STEPHEN CRANSTON: Finding gems in the dirt
Andrew Wellington confirms what I have suspected: the S&P value index is a very poor proxy for a basket of US value shares
STEPHEN CRANSTON: An unclear black picture
The good news this year is that the amount of assets managed by black-owned firms has increased
STEPHEN CRANSTON: Hillie Meyer’s Covid reset
Meyer has focused on what he calls a reset and grow strategy
STEPHEN CRANSTON: The pain of poor returns
Absolute return managers need to feel real pain if they lose even R1 of client cash
STEPHEN CRANSTON: A fund for millennials
The Goldman Sachs Global Millennials Equity Portfolio might sound like another rehash of the endless fourth industrial revolution and Big Tech funds you keep ...
STEPHEN CRANSTON: A done deal for Patrice Motsepe
African Rainbow Capital is controlled by the Ubuntu-Botho Investments consortium, headed by billionaire Patrice Motsepe, and is probably the wealthiest BEE ...
STEPHEN CRANSTON: Quilter: Overtaking the parent
It is no surprise that Quilter’s market cap is now larger than that of its former parent, Old Mutual
STEPHEN CRANSTON: A new investing option
They say that diversification is the only free lunch in investment. But all too often it is more like a brown-bag packed lunch than a feast at the Savoy Grill ...
STEPHEN CRANSTON: Is it private equity’s time?
The SA private equity industry is very sophisticated and, at close to $10bn, a fair size
STEPHEN CRANSTON: Old Mutual’s crystal ball
Why invest in legacy equities and bonds, or something as old hat as the fourth industrial revolution, when Old Mutual will soon bring you an exchange traded ...
STEPHEN CRANSTON: Savings, what savings?
Most people aren’t saving enough and will be in trouble. But this year Covid-19 adds a different dimension
STEPHEN CRANSTON: Policing the banks
In the hundred years that the Reserve Bank has regulated SA banks, there has never been market conduct regulation
STEPHEN CRANSTON: Build it, and they will come
It isn’t hard to make the case for greater institutional investment in infrastructure
STEPHEN CRANSTON: Reviving African Bank
African Bank is a brand many would love to own. For many of its clients it is still the bank started by Sam Motsuenyane and other entrepreneurs in 1964
STEPHEN CRANSTON: Sygnia in a sweet spot
Sygnia is in a sweet spot in which it has gained scale in its core multimanager and Itrix index-tracking businesses
STEPHEN CRANSTON: Where to next, Dawie?
Alexander Forbes CEO Dawie de Villiers missed an opportunity to reintroduce a Chinese wall between the asset consultants
