A roundup of industry news and opinions

Ninety One - Why the bulls should not leave the stage yet

Finance

March 2020 marked the point of maximum pain for the global economy and financial markets as governments issued lockdown orders in seeking to contain COVID-19.

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Allan Gray - In Pursuit of Value

Economics Industry

The current disparity in markets, both locally and offshore, is creating an opportunity for bottom-up investors like ourselves to generate meaningful returns, but one needs to be discerning.

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Fundhouse - The Infrastructure Drive

Economics Industry

In September 2018, the South African government announced the Infrastructure Fund Initiative that is focused on transforming the country’s infrastructure.

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The story of GameStop, Democratic Investing and Being Caught by the Mob

Finance

This is a story about what the frenzy of crowds can do when sufficiently organized and have little to lose.

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How Value Can Now be the Answer to Four Different Investment Questions

Finance

One thing we can say for certain about the future is that it offers a range of possible outcomes – and investors would do well to acknowledge this when thinking about their portfolios.

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Is Crypto a Speculative Play, or Here to Stay?

Financial Planning

Is there a long-term case for cryptocurrency from a practical standpoint, and for more traditional investors?

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Ninety One - Why the bulls should not leave the stage yet

Finance

March 2020 marked the point of maximum pain for the global economy and financial markets as governments issued lockdown orders in seeking to contain COVID-19.

Read More

Allan Gray - In Pursuit of Value

Economics Industry

The current disparity in markets, both locally and offshore, is creating an opportunity for bottom-up investors like ourselves to generate meaningful returns, but one needs to be discerning.

Read More

Fundhouse - The Infrastructure Drive

Economics Industry

In September 2018, the South African government announced the Infrastructure Fund Initiative that is focused on transforming the country’s infrastructure.

Read More

The story of GameStop, Democratic Investing and Being Caught by the Mob

Finance

This is a story about what the frenzy of crowds can do when sufficiently organized and have little to lose.

Read More

How Value Can Now be the Answer to Four Different Investment Questions

Finance

One thing we can say for certain about the future is that it offers a range of possible outcomes – and investors would do well to acknowledge this when thinking about their portfolios.

Read More

Is Crypto a Speculative Play, or Here to Stay?

Financial Planning

Is there a long-term case for cryptocurrency from a practical standpoint, and for more traditional investors?

Read More
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