STEPHEN CRANSTON: Finding gems in the dirt

Andrew Wellington confirms what I have suspected: the S&P value index is a very poor proxy for a basket of US value shares

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STEPHEN CRANSTON: An unclear black picture

The good news this year is that the amount of assets managed by black-owned firms has increased

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STEPHEN CRANSTON: Hillie Meyer’s Covid reset

Meyer has focused on what he calls a reset and grow strategy

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STEPHEN CRANSTON: The pain of poor returns

Absolute return managers need to feel real pain if they lose even R1 of client cash

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STEPHEN CRANSTON: A fund for millennials

The Goldman Sachs Global Millennials Equity Portfolio might sound like another rehash of the endless fourth industrial revolution and Big Tech funds you keep ...

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STEPHEN CRANSTON: A done deal for Patrice Motsepe

African Rainbow Capital is controlled by the Ubuntu-Botho Investments consortium, headed by billionaire Patrice Motsepe, and is probably the wealthiest BEE ...

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STEPHEN CRANSTON: Quilter: Overtaking the parent

It is no surprise that Quilter’s market cap is now larger than that of its former parent, Old Mutual

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STEPHEN CRANSTON: A new investing option

They say that diversification is the only free lunch in investment. But all too often it is more like a brown-bag packed lunch than a feast at the Savoy Grill ...

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STEPHEN CRANSTON: Is it private equity’s time?

The SA private equity industry is very sophisticated and, at close to $10bn, a fair size

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STEPHEN CRANSTON: Old Mutual’s crystal ball

Why invest in legacy equities and bonds, or something as old hat as the fourth industrial revolution, when Old Mutual will soon bring you an exchange traded ...

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STEPHEN CRANSTON: Savings, what savings?

Most people aren’t saving enough and will be in trouble. But this year Covid-19 adds a different dimension

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STEPHEN CRANSTON: Policing the banks

In the hundred years that the Reserve Bank has regulated SA banks, there has never been market conduct regulation

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STEPHEN CRANSTON: Build it, and they will come

It isn’t hard to make the case for greater institutional investment in infrastructure

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STEPHEN CRANSTON: Reviving African Bank

African Bank is a brand many would love to own. For many of its clients it is still the bank started by Sam Motsuenyane and other entrepreneurs in 1964

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STEPHEN CRANSTON: Sygnia in a sweet spot

Sygnia is in a sweet spot in which it has gained scale in its core multimanager and Itrix index-tracking businesses

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STEPHEN CRANSTON: Where to next, Dawie?

Alexander Forbes CEO Dawie de Villiers missed an opportunity to reintroduce a Chinese wall between the asset consultants

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