The tech sector is now even more dominant than it was at the time of the dot-com bubble
Cynics may think ‘deep value’ is no more than code for ‘bad stockpicking’, and, yes, that has been true recently
You have to go to China to realise its cultural significance – it is not the kind of share you will uncover poring over spreadsheets in the office
Schroders believes that only emerging markets will show higher returns in the next decade than in the previous one
What I like about the fund is that it has torn up the rule book that required asset allocation to be fixed
Kagiso Asset Management must surely now be the go-to BEE asset manager for equity and balanced portfolios
The 15 black-controlled private equity houses manage R15.2bn. This might look tiny against the R564bn in public markets, but it is a 9% share of the private ...
Balanced funds need to preserve capital when risk is high, and aim for strong capital growth when risk is low
SA does not have any sizeable technology companies to act as the catalyst for a venture capital hub, but a fledgling hub has nonetheless emerged in the ...
Seven years after its launch, King Price is an established competitor, with R1.7bn of premium income in the year to June
It is important to remain invested in small caps to capture the often lumpy upside in this asset class
Hedge funds have lost their allure for many investors. The perception is that they have given poor returns
If designated fund managers work, advisers can focus on their area of competence, which is sales
The average Morningstar fund rating is consistently and materially higher for the 10 largest funds than for funds with less than R500m
TymeBank now has 630,000 customers, well ahead of Discovery Bank, which has barely 10,000, and Bank Zero, which hasn’t even launched
Old Mutual set itself up for its current problems as far back as 2004