STEPHEN CRANSTON: Does SA really need more investment awards?
The industry was beginning to look like a Satrix/Sygnia duopoly, but competition is starting to creep in
STEPHEN CRANSTON: Old Mutual stumbles into battle
With Moyo’s final departure, new CEO Iain Williamson has changed from the battleground to five ‘pillars’
STEPHEN CRANSTON: Quilter flourishing on its own
Unlike most SA financials, Quilter did not even have to debate paying a dividend
STEPHEN CRANSTON: Liberty’s fall and fall
Now with a market cap of barely R19bn, Liberty is not even large by mid-cap standards
STEPHEN CRANSTON: Treasury’s 12J blunder
12J funds have focused on areas such as hospitality, agriculture, energy, student accommodation and selected manufacturing
STEPHEN CRANSTON: Financial advisers still only serve a tiny, top layer of the population
Hiring a financial planning firm that lacks investment expertise is like hiring an ad agency without a creative department
STEPHEN CRANSTON: No guillotine this time
The state should prevent citizens from squandering their retirement savings
STEPHEN CRANSTON: PSG — a house for the patient investor
The difference in rating between value and growth has not been higher in 30 years
STEPHEN CRANSTON: Tough times at Allan Gray
Orbis’s annual letter shows there is a lot of strain behind the ‘stick to the long term’ approach
STEPHEN CRANSTON: Balanced fund’s big swings
It was undoubtedly an advantage for funds to be able to use their full 30% allocation offshore
STEPHEN CRANSTON: Value, or a value trap?
Banks provide poor value for money to clients relative to global peers
STEPHEN CRANSTON: Santam’s time to repair trust
Santam must admit it makes no sense to be legally correct if the outcome for clients is clearly unfair
STEPHEN CRANSTON: Tax break worth keeping
Cape Mohair survived liquidation thanks to one of the leading section 12J venture capital companies
STEPHEN CRANSTON: Alexander Forbes finds its place
CEO Dawie de Villiers has stabilised the ship with his back-to-basics approach
STEPHEN CRANSTON: Emerging and growing markets
Coronation spotted early on that emerging markets were not just about mining or ‘beer, banks and bricks’
STEPHEN CRANSTON: The cost of a guarantee
If you consider an average return of 7.7% a year enticing, it’s the one for you. But I’m sure you can do better
STEPHEN CRANSTON: Cast the net wider
There is an all-in bet that a handful of companies will dominate the world indefinitely
STEPHEN CRANSTON: Retirement day blues
More and more people are affected by and concerned about poor investment returns
STEPHEN CRANSTON: Biting at the JSE’s heels
You could accuse JSE management of preferring to swan around conferences such as the World Economic Forum than get its hands dirty searching SA for potential ...
