An eerie calm before the storm
While index levels look stable through September’s expiries, concentrated option exposures and rising fund-based covered-call strategies create a fragile backdrop for a sudden move.
Investing
Why I turned bearish on risk assets
Stocks are tasting new highs – largely powered by IT and communications services – yet leading indicators point to weaker manufacturing and downside earnings risk.
SARB ramps up 3% inflation goal – Godongwana insists on due process
The Reserve Bank’s repo rate cut by 25bps to 7% signals the start of a more accommodative cycle as inflation remains firmly under control.
Why I am shy of the copper market and base metals
Traders left holding the world’s priciest copper could struggle to offload the metal if premiums erode – potentially triggering a broader base metals slump.
Five long-term trends shaping the investment landscape
Allan Gray identifies five secular shifts – including the reshuffling of global consumption, booming reduced harm nicotine, and the next generation obesity-wellness wave – that savvy investors should heed.
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.
A closer look at dividend-focused investing
High-yield equities can smooth volatility and generate reliable income, helping investors to balance growth and defence across bull and bear phases.
Buffett’s final chapter: what the world’s greatest investor can teach us
From buying his first stock as a teen to building one of the world’s most valuable companies, Buffett’s story is rich with insight. As he retires, here are the five takeaways every investor should remember.
Rand wobbles, markets react – but Budget delay isn’t a crisis (yet)
Financial planners weigh in on the fallout and why investors should stay calm.
How your money personality shapes year-end spending
Recognising the three key traits – prudence, anxiety, and prestige – can help individuals manage their spending habits and avoid financial stress
‘Wow, am I smart.’ The most expensive phrase in managing investments?
Investors should prioritise risk management by regularly re-evaluating their portfolios, rather than chasing high-growth investments driven by market euphoria.
Why I turned mildly bearish and opted for a defensive strategy
The formation of the GNU sparked a rally in local financial markets. But as storm clouds gather on global equity markets, the long-term outlook remains uncertain.
‘The free lunch from guarantees may come at a hefty cost’
Investors should remember that the price of the guarantee is not only in the return they lock in, but also in the future returns they give up by being out of equity markets.
Capitulation of bears: a bull trap?
Global tech shares and broad equity indexes have entered the high-risk and most dangerous stage of the market rally, says Ryk de Klerk.
‘Don’t look for themes or sectors – it’s all about stock-picking’
Financial advisers will have to manage investors’ expectations as the local market comes off a stellar 2021 and we enter the unfamiliar waters of higher global interest rates and quantitative tightening. Moneyweb recently […]
Is the ‘Santa rally’ real?
Investors found their festive spirits in 2020 despite a raging pandemic. Even with most of the global economy shut because of Covid-19, US stocks recorded their best December monthly return in more than […]
Is the ‘Santa rally’ real?
Investors found their festive spirits in 2020 despite a raging pandemic. Even with most of the global economy shut because of Covid-19, US stocks recorded their best December monthly return in more than […]
