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Quarter 2 insights 2018
Our quarterly insights on the investment industry
PDF
Ramaphosa's new dawn by JP Landman, Political analyst
How much of Ramaphosa's 'New Dawn' is visible so far? We counted 53 promises in the SONA.
Trusts and tax: The beginning of the end? by Denver Keswell, Senior legal advisor
National Treasury is looking to close perceived tax loopholes - we examine how this is likely to affect trusts.
Using tools to make better investment decis... by Anil Jugmohan, CFA, Senior Investment Analyst
Making investment decisions can be complicated but tools can help investors take the best course of action.
How do you obtain sensible low cost exposur... by Jannie Leach, Head of Core Investments
Obtaining sensible exposure to SA equities is not as simple as picking and an off-the-shelf index.
Trust the process by George Cipolloni, SUB-INVESTMENT MANAGER OF THE GLOBAL CAUTIOUS FUND
Find out why this is the motto for a contrarian value investor in a growth-dominated world.
Checking in with the Nedgroup Investments S... by Anil Jugmohan, CFA, Senior Investment Analyst
Although the fund has had a difficult period, we remain convinced of Foord’s ability to achieve returns.
Why there is value in Naspers by Omri Thomas, Manager of the Nedgroup Investments Opportunity Fund
There is a lot of debate about the value of Naspers and whether it should be part of your portfolio.
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