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Cautionary Tales of Offshore Investing

South African businesses have a strong history of successfully expanding their operations offshore and becoming well renowned global businesses. This has been done to access growth opportunities in offshore markets and to diversify away from a lower growth and higher risk domestic environment. While some companies have achieved success in their offshore pursuits, there are…

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InvestingMarkets & economyNewslettersRetirement Time Heals All Risks

Failing to Succeed

For many investors keeping track of their portfolios is an anxious pursuit. Markets seem to behave in a non-sensical way at times, with any manner of factors causing anguish. Inflation expectations, GDP growth, sentiment, the oil price, central bank policy, debt levels, company mergers and acquisitions, cases of fraud and market disruption. These are all…

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InvestingMarkets & economyNewsletters Investment Outlook

Coronavirus (COVID-19) – Investment decisions in times of stress

With Coronavirus causing turmoil in investment markets globally we have seen significant market moves across asset classes over the past week. With such an event it is extremely difficult to estimate investment outcomes, however one trait is reasonably certain: our human bias for loss aversion, which is heightened when fear like this spreads. This fear…

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Do we need to worry about trade wars?

One of the most common headlines in the world currently relates to the concept of ‘trade wars’. This has quickly become the most cited risk to markets with 60% of the fund managers surveyed in the latest BofA Merrill Lynch Global Fund Manager Survey listing the possibility of a protracted trade war as the biggest…

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