A closer look at dividend-focused investing: part 2
The key to a successful dividend strategy is identifying firms that wisely reinvest in growth while maintaining manageable payout ratios.
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It’s been a lost decade for JSE investors, says Allan Gray
But a co-manager of the Equity Fund believes the domestic exchange offers compelling investment opportunities.
SA stocks and long-term government bonds are cheap, but not excessively so
How foreign investors and rating agencies view the outcome of the general election will affect the direction of bond yields and equity prices.
SA capital markets are cheap, but is it darkest before dawn?
Any stupid remark or action could lead to a further downgrade in South Africa’s credit rating and higher 10-year government bond yields.
