STEPHEN CRANSTON: Why SA needs to revive exports

There is still too much reliance on mining, even though its share of GDP has halved since 1994 to 8%

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STEPHEN CRANSTON: Jack Bogle’s blind spot

Bogle’s principal objection to exchange traded products was that they do not lend themselves to long-term investment; they are priced throughout the day ...

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STEPHEN CRANSTON: Markets that bewilder

So far it looks like financial markets still have a place in the SA developmental state

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STEPHEN CRANSTON: Off balance in 2018

Out of the 23 firms in the 'Manager Watch Best Investment View' survey, only four portfolios made positive returns in the 11 months to November

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STEPHEN CRANSTON: From A(jay) to Z(ondo)

There is no doubt that 2018 never lived up to initial expectations

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STEPHEN CRANSTON: When defensive shares are anything but

One of the worst-performing large caps was Mediclinic, which was down 37%, much worse than the 12.4% of the Capped Swix benchmark

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STEPHEN CRANSTON: The active-versus-passive investing debate

There is often more psychology than mathematics in active management

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STEPHEN CRANSTON: Investec’s Stephen Koseff did it his way

Like Sinatra before him, Investec’s longtime CEO, Stephen Koseff, is on a farewell tour, and like Sinatra it is hard to believe it is the final curtain

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STEPHEN CRANSTON: A painful separation

Building a UK-EU free-trade treaty could take many years. So far there are just a few platitudes in a political declaration

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STEPHEN CRANSTON: A culture change

The investment heroes of today are no longer the glamorous stock-picking geniuses

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STEPHEN CRANSTON: Motsepe walks the talk of broad-based empowerment

The Sanlam empowerment deal he leads has been the most successful by far

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STEPHEN CRANSTON: Old-school appeal

The Liberty Advanced Global Equity T1 Portfolio won’t qualify as a world first

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STEPHEN CRANSTON: Too many investment choices

It was simple in the days when there was one reputable index tracker. Now R84bn is invested into 97 ETFs and exchange traded notes

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STEPHEN CRANSTON: Repent, active managers

Thanks to the rise of the Chartered Financial Analyst qualification there are now a million people in active investment management

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STEPHEN CRANSTON: Not the Roodt roadshow

The Efficient Group, home of economist Dawie Roodt, is one of those small caps that certainly adds some choice to the financial sector

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STEPHEN CRANSTON: The old SA of cross-shareholdings

There is often debate on whether it is better for a life office to own a bank or vice versa

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