When gold miners become tech giants: a timely lesson in a concentrated market
How to manage money responsibly when 84% of JSE equity performance is concentrated in only a few stocks and investors are tempted by huge rallies and FOMO.
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Second-highest quarterly CIS inflows on record in Q3
For the first time since 2020, a meaningful share of the quarterly inflows came from new capital rather than reinvested income.
CIS industry tops R4 trillion as investors ride JSE rally
Only R23bn of the R146.13bn in annual net inflows was fresh capital, yet reinvested dividends and interest helped push AUM to R4.16 trillion.
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.
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.
