When to expect the next market crash
Last week I mentioned that all markets are currently having a tough time. While the US market remains the strongest, it’s still down 10% from all-time highs of late July. Chart: S&P 500 down 10% from peak If you are a first-time investor or recently entered the market, this may seem reason to be concerned. […]
The Spectrum of Wealth
I heard a Chris Rock joke many years ago. He said, “If Bill Gates woke up with Oprah Winfrey’s money, he would jump out the window.” Like most comedy, it’s funny because there’s an element of truth in it. All wealth is relative. There’s no such thing as an objective measure of what wealth is. […]
Higher rates for longer
There’s an old saying that when the US sneezes, the world catches a cold. That’s why I spend most of my time looking to the US. The chart below shows the S&P 500 (largest 500 companies in the US) year-to-date. After a flying start with the market up close to 20% by August, we’ve seen […]
The best asset class
I only own stocks (equities). Either locally or offshore. I don’t own any bonds and only have cash for short term expenditures. Oh yes. I also have a flat in Joburg that I’m trying to sell. I think stocks (ownership of companies) is by far the best asset class. Simply because this asset class generates […]
What returns can we expect over the next 12 months?
Glacier research conducts a biannual survey of top asset managers around the country. Asset managers that participated in the survey results I am about to share include – Bateleur Capital Coronation Fund Managers Laurium Capital Ninety One Old Mutual Investment Group Prescient Asset Management Sanlam Investments Stanlib Asset Management These are all excellent research houses […]
Talking Retirement
I spend a lot of time speaking to people either approaching or in retirement. In its simplest form, we build financial dashboards and map them to desired lifestyle goals using a toolbox of local and offshore investment vehicles. This allows us to show individuals exactly what their options are and what is possible ie do […]
