Investments

Many clients are extremely anxious about their investments in light of the ongoing global crisis. The Association of Collective Investments have put forward this article compiled by Shannon Edwards of Allan Gray – one of the most highly regarded Asset Managers both in South Africa and Internationally. In my capacity as an Independent Financial Advisor […]

A lot has been said about South Africa’s current political crisis and the economic effects thereof. Even more has been written about the current financial crises globally and the global slowdown in growth. I will not bore you with yet another rehash of the same hypothesis and analysis. What I will say is that no

30 September 2008, by CANDICE PAINE If you have been invested in the equity markets this year, you have been called upon not only to have patience, but also to be forgiving. If you are a fund manager, you have had to have had steel nerves. Let us recap what has happened year-to-date. For the

In the story Peter Pan by JM Barrie, the main protagonist was a boy who refused to grow up. Magically Peter Pan was able to fly, with the help of some pixie dust and happy thoughts. Without the happy thoughts however, flight could not be sustained.   There is no question that the happy thoughts

With bad news flooding the markets every day it’s definitely not been easy for investors to have weathered the storm.   There is indeed a lot of risk during times like this, but one should never forget that significant investment opportunities are starting to emerge in the markets and portfolio managers will definitely seize these opportunities

It has been a turbulent week in the markets. Below we feature some commentary on the situation. It is very difficult to remain calm and unaffected in our investment decisions in such times and we hope some of the comments below give you some pause for thought and the information we need in difficult times.

Glacier Research’s Weekly Comment provides interesting information in a simple- to- understand table on the first page – look under “Indices” and compare the range from top to bottom – All Share to Cash.  Then focus on the table next to it and compare the “Ranking”. Read on

Cynics often identify a market bottom by the sudden exit of unsophisticated investors and regard strong equity inflows as an indication that a peak has been reached. The bottom end of that scenario may have recently played out.

The following relevant information on investments and investment behavior I have extracted and condensed from DYNAMIC WEALTH LISTED PROPERTY WEEKLY REPORT 21-25 JULY 2008 into what I believe to be critical considerations to share with my clients.

Allon Raiz (author of this note) sits on a steering committee that is bidding for an international conference to be hosted in South Africa in 2009. The organizing committee came through from the States to check out South Africa’s bid. The subject of American politics came up and I was introduced to a new term

Allon Raiz (skrywer van hierdie inset) dien op ‘n stuurkomitee wat tans tender vir ‘n internasionale konferensie, wat in 2009 in Suid-Afrika gehou gaan word.  Die reëlingskomitee het uit die Verenigde State gekom om Suid-Afrika se bod na te gaan. Die onderwerp van Amerikaanse politiek het ter sprake gekom en is Allon aan ‘n nuwe

MoneyMarketing has some interesting reading presented by Kokkie Kooyman: “Kooyman says that the sequence of good and bad years in the market is irrelevant. “It is rather more important to focus on a sound investment framework and philosophy and apply it consistently.” Insured Investment Brokers proudly identify with this view point and apply this principle

Thorough research has shown that an investor’s “money personality” is an important consideration when making investment decisions. The following feature is posted on health.com under “mind” for your consideration. For a proper evaluation of your financial personality contact eugene@iibrokers.co.za. The 9 Money Personalities Do your friends call you a cheapskate, or is shopping a form of

Is jou bynaam Scrooge?  Of dra jy dalk ‘n t-hemp wat wyd en syd verkondig: Born to Shop!  Of … werk jy dalk so hard dat jy vergeet om geld te maak?! Dit is tipiese geldpersoonlikheidseienskappe.  Het jy geweet dat jy ‘n geldpersoonlikheid het?  En dat jou geldpersoonlikheid jou houding teenoor geld bepaal en ‘n