STEPHEN CRANSTON: The end of the debate

Delegation of Asisa’s coverage of unit trusts has led to a subtle shift in focus, writes Stephen Cranston

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STEPHEN CRANSTON: Retaining momentum

It makes sense for life offices to keep some asset management capability

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STEPHEN CRANSTON: Future seems far away

The level of understanding of financial stress is at a record high but it is still too low

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STEPHEN CRANSTON: 25’s a charm for fund

There is a growing demand for highly concentrated global funds. But the Ashburton Global Leaders Equity Fund still stands out with a maximum of 25 shares

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STEPHEN CRANSTON: Getting ready to swoop?

Peregrine shareholders like the operating businesses, but not the extra risk the balance sheet investments bring

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STEPHEN CRANSTON: The long view

Household wealth report shows that 21% of all gross income goes to servicing debt. More concerning, 70% of this debt goes towards consumption debt and just 30% ...

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STEPHEN CRANSTON: S&P’s Zack Bezuidenhout: far from a running dog

Bezuidenhout had no part in the downgrade — but his indices have exposed the deplorable performance of active fund managers, writes Stephen Cranston

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STEPHEN CRANSTON: The smart dimension

Fama and French helped develop a more scientific approach to asset management

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STEPHEN CRANSTON: Inside information

Perhaps it is time the cosy relationships between investors and investees becomes a little less comfortable

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STEPHEN CRANSTON: Gauging the economy

Life insurers are good indicators for the economy as policies are often the first thing to be cancelled when a client is short of cash

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STEPHEN CRANSTON: Beyond SA’s borders

It is time for the FSB to treat SA investors as adults and give full access to long-only mutual funds in all well-regulated jurisdictions

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INVESTOR’S NOTEBOOK: Looking at the value asset managers add

Just 28% of fund managers were motivated by helping clients achieve their goals

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MARKET WATCH : Big fish to fry

Intriguing is what operating assets a freshly capitalised Sea Harvest hopes to snag domestically

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STEPHEN CRANSTON: SA’s equities had highest real return over past 116 years

And just to lift our spirits, note that our short-term numbers (that is since 2000) are also the best, at 8.2% in the Credit Suisse Investment Returns Yearbook

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STEPHEN CRANSTON: Exchange traded products useful for the astute

Many intermediaries prefer the familiarity of traditional unit trusts to exchange traded products, writes Stephen Cranston

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INVESTOR’S NOTEBOOK: Getting ready for RDR

The biggest impact of Retail Distribution Review here will be the abolition of upfront commission for investment products

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