STEPHEN CRANSTON: Motsepe picks the veterans

Most BEE investment companies are slimming down, but Patrice Motsepe, head of the Ubuntu-Botho consortium, has different views

BL PREMIUM
STEPHEN CRANSTON: Paying for Steinhoff a mere gesture

It is a symbolic gesture for Sanlam CEO Ian Kirk to give up R2.5m of his annual bonus

BL PREMIUM
STEPHEN CRANSTON: How actuaries became cool again

Like Uber drivers, the actuaries are effectively selfemployed, using the Virtual Actuary site for referrals

BL PREMIUM
STEPHEN CRANSTON: Unit trusts not penetrating the mass market

The unit trust industry still depends on lump-sum investment from the elite part of the population

BL PREMIUM
STEPHEN CRANSTON: Quality, value or neither?

You will often find that there is no value in quality and no quality in value

BL PREMIUM
STEPHEN CRANSTON: Investors not running the same race

The reality is that active management is cyclical, and it has not done well in poor environments such as the months after the 2008 global financial crisis

BL PREMIUM
STEPHEN CRANSTON: How’s the restructuring?

It makes sense not to have an in-house fund manager if you claim to be in the business of objective advice

BL PREMIUM
STEPHEN CRANSTON: A legend fund manager rides into the sunset

It is hard to imagine Mark Mobius with a pipe and slippers at home. More likely he will buy Steinhoff’s cut-price Gulfstream and continue flying around the ...

BL PREMIUM
STEPHEN CRANSTON: Unpacking smoothed bonus funds

I will be deeply disappointed if the Financial Services Board allows life offices to offer smoothed bonus funds as the default portfolios for retirement funds

BL PREMIUM
STEPHEN CRANSTON: Fund shares: looking ahead

Factors such as expenses and the ownership of fund shares are often ignored in favour of past performance

STEPHEN CRANSTON: How Brexit affects SA

I don’t think the UK can operate as a self-contained economic bloc — it is not China and it is certainly not the US

BL PREMIUM
STEPHEN CRANSTON: Stress spending and your pocket

Stress spending is seen as a short-term solution, like drinking coffee to calm you down

BL PREMIUM
STEPHEN CRANSTON: How Coronation is faring

I’m certainly impressed by Coronation’s track record and the calibre of the team; it has maintained a collegiate, unstuffy culture

BL PREMIUM
STEPHEN CRANSTON: Old Mutual's corporate disability monitor reveals some surprises

Focus has shifted from physical injuries to stress-related and psychological problems

BL PREMIUM
STEPHEN CRANSTON: Under the hood of Avena Asset Management

Avena still has to learn to fly, but at least it is bringing something different into the market

BL PREMIUM
STEPHEN CRANSTON: Hedge fund massacre

It is time for local hedge funds to roam wider and become fully flexible in their approach

BL PREMIUM