In The Press

As published by BusinessLive.co.za on 07 June, 2020 by Kyle Wales America is likely to remain the captain of the fourth industrial revolution. Much has been said about the degree to which US stocks have outperformed their global counterparts. Over the last 10 years[1],  owning US stocks...

By Pieter Hundersmarck "In the stock market, the most important organ is the stomach. It's not the brain." – Peter Lynch Nearly 40 years ago, on June 1, 1980, Ted Turner launched CNN, the first 24-hour news operation. At the time of CNN’s launch, American TV news...

March 2, 2020 Dear Investor, Many of you are aware of the coronavirus that began in China and has now expanded to other countries around the globe. The coronavirus disease (COVID-19) was first reported in Wuhan, China, on 31 December 2019. Initially the bulk of cases and fatalities...

As published by Sanlam Glacier on May 29, 2020 by Pieter Hundersmarck South Africans’ endurance in the face of hardship is being sorely tested. Firstly, by the economic lockdown of their businesses and the negative effect this is having on their livelihoods; secondly, by the government’s...

As published by Sanlam Glacier on March 27, 2020 by Kyle Wales The answer to this question has experts divided. Some believe that, with the multitude of political and economic issues South Africa is currently experiencing, investors should be taking as much money offshore as possible. Others are...

As published in BusinessLive.co.za on 08 March, 2020 by Kyle Wales Few dispute the power of a strong brand. During a trip to the supermarket we place a bottle of branded tomato sauce into our trolley instead of the supermarket’s private label brand, even though it...

As published in BusinessLive.co.za on 19 February, 2020 by Pieter Hundersmarck Global stocks outperform overall, but there are pockets of value for seasoned investors. Early in my career I comanaged an emerging-markets fund that delivered market-beating returns from 2007 to 2014. After this good run a tough...

By Pieter Hundersmarck German born Johann Carolus (1575−1634) was the publisher of the world’s first newspaper, with the catchy title of “Relation aller Fürnemmen und gedenckwürdigen Historien” or “account of all distinguished and commemorable news”. Although we wonder if Carolus would define today’s anxiety-laden diatribe as distinguished...

By Kyle Wales South Africans have been on the receiving end of a stream of bad news lately. Unfortunately that stream shows no sign of abating. One area that I believe hasn’t received adequate response in the press is Cosatu’s suggestion that assets belonging to Government Employee...