INVESTMENT IDEA: What will drive the market in 2014?
Dave Mohr from Old Mutual Wealth explains how economic growth and low inflation have been good for equities over the past year and emphasises how this may drive the market internationally in 2014.
View ArticleINSIGHT: How the budget may affect your portfolio
With the upcoming Budget Speech on the 26th of February, we can expect to hear loads on how much the government expects in tax revenue, how much it plans to spend, how it will divide its spending...
View ArticleINVESTMENT: Four quick investment lessons
It is very important for investors to understand that their investment portfolios are influenced by both their actions and market movements. We look at a few very simple investment lessons from recent...
View ArticleINSIGHT: Shifts and developments in 2014
In 2014, US equity and bond returns have been on par, and reasonably flat for the year. With regards to this, we take a look at what can be referred to as the great rotation. Analysts describe it as...
View ArticleINVESTMENT: Is the market telling you to cut and run?
The local JSE All Share Index is at record levels (in rand terms), and so are the benchmark UK FTSE 100 (in pounds), US S&P 500 and global MSCI World Equity indices (in US dollar terms). But...
View ArticleINVESTMENT: Local manufacturing sector disappoints
Dave Mohr from Old Mutual Wealth talks about the growth in local manufacturing production in South Africa. We look at the best and worst performing sectors as well as SA's position globally.
View ArticleINSIGHT: Are we heading for a recession?
You might think that due to the weak state of the South African economy and ongoing strikes in the platinum sector that we're heading head first into a recession. Dave Mohr from Old Mutual Wealth...
View ArticleINSIGHT: S&P downgrade “no surprise”
Due to weak economic growth, Standard & Poor's has cut South Africa’s long-term foreign currency credit rating to BBB-, but their outlook remains neutral. We take a closer look.
View ArticleINSIGHT: Rate hike widely expected
Due to the Repo rate hike discussed in an earlier post, the economic growth forecast was reduced significantly from 2.1% to 1.7% for this year. We take a look at all effects on economic development and...
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