STEPHEN CRANSTON: The China conundrum

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

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STEPHEN CRANSTON: Curb your enthusiasm

Schroders believes that only emerging markets will show higher returns in the next decade than in the previous one

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STEPHEN CRANSTON: Hunting the magic touch, is GSM the investment fund for you?

What I like about the fund is that it has torn up the rule book that required asset allocation to be fixed

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STEPHEN CRANSTON: Ashburton realises it’s time for the big guns

The retail client base was virtually ignored when RMB Asset Management was the group investment house

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STEPHEN CRANSTON: All eyes on Kagiso Asset Management

Kagiso Asset Management must surely now be the go-to BEE asset manager for equity and balanced portfolios

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STEPHEN CRANSTON: Black-controlled private equity’s moment

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 ...

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STEPHEN CRANSTON: The beauty in balanced fund

Balanced funds need to preserve capital when risk is high, and aim for strong capital growth when risk is low

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STEPHEN CRANSTON: SA’s fledgling venture capital hub

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 ...

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STEPHEN CRANSTON: The madness of King Price

Seven years after its launch, King Price is an established competitor, with R1.7bn of premium income in the year to June

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STEPHEN CRANSTON: Why small caps are beautiful

It is important to remain invested in small caps to capture the often lumpy upside in this asset class

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STEPHEN CRANSTON: Hedging your bets on hedge funds

Hedge funds have lost their allure for many investors. The perception is that they have given poor returns

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STEPHEN CRANSTON: Evolving advice

If designated fund managers work, advisers can focus on their area of competence, which is sales

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STEPHEN CRANSTON: The star turn

The average Morningstar fund rating is consistently and materially higher for the 10 largest funds than for funds with less than R500m

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STEPHEN CRANSTON: The new bank battle

TymeBank now has 630,000 customers, well ahead of Discovery Bank, which has barely 10,000, and Bank Zero, which hasn’t even launched

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STEPHEN CRANSTON: Mopping up the Old Mutual mess

Old Mutual set itself up for its current problems as far back as 2004

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STEPHEN CRANSTON: Africa still a hard sell

Allan Gray accepts that there have been more false dawns in Nigeria than just about any other country

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