Blog

26
Apr

Investor behaviour

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Your journey as an investor started with a plan on day one. Uncertainty has the ability to make one forget about the plan which made so much sense initially. It is for this reason that it is necessary to look at the plan and the principles used to construct your portfolio to achieve your goals. […]

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05
Apr

Downgraded

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This week , S&P cut South Africa’s long-term foreign currency debt rating to one notch below investment grade. The local currency rating was also cut but remains investment grade. The outlook was kept as negative: Long-term foreign currency rating cut to BB+ from BBB- Long-term local currency rating cut to BBB- from BBB   Below is […]

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31
Mar

Cabinet Reshuffle

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JOHANNESBURG – Political parties have furiously reacted to President Jacob Zuma’s Cabinet reshuffle, with the Economic Freedom Fighters (EFF) rejecting the changes outright and the South African Communist Party (SACP) warning new appointees to think twice before stealing from the public purse. Zuma has fired Pravin Gordhan from the Ministry of Finance and replaced him […]

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03
Feb

Your Child’s Financial Future

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Many parents find it very difficult to talk to their children about money. Either the topic is seen as too sensitive or they just feel that they don’t know enough to give good advice. However, the worst lesson that any parent could ever give a child about money is not talking about it. Children learn […]

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16
Jan

Favourite Favourites

Posted by | · · · · · · · · · | Salvo Investment Views | No Comments on Favourite Favourites

At the end of 2001, more than four times as much money was invested in local equity unit trusts as was held in multi-asset funds. Over the past 15 years however, this has reversed dramatically. There is now more than twice as much money held in balanced funds as there is in pure equity unit […]

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24
Oct

Staying the course in volatile markets

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Investing can play havoc with your emotions. One day the market is up, the next it’s down. With so much volatility, what should you do? The short answer is… nothing! While this might sound counterintuitive, and far easier said than done, history suggests that your investments are better off riding out short-term market volatility. Below […]

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26
Sep

Know What You’re Buying

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South African index tracking funds For investors considering adding equity exposure to their portfolios by simply buying an index tracking fund, it’s important to know exactly what you’re buying. That’s because your holdings – and the risk you take – can end up being quite different, depending on which JSE equity index you choose. The […]

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26
Sep

The Price Of Procrastination

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It is difficult to be a fence sitter when it comes to investing and wealth creation. Either you are a saver and you are providing for your needs, both present and future, from the sweat of your current labour, or you are a borrower, borrowing from your future to fund your current lifestyle. Sadly, most […]

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26
Sep

Gold: A History of its Price

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Inventories play a significant role in the pricing of commodities: when they are low prices tend to rise, while excessive inventories depress prices. However, for most commodities other factors, such as the cost of production, are equally important. Precious metals, which can act as a store of value, are a notable exception. In an in-depth […]

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26
Sep

The Road Ahead

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LOCAL OUTLOOK Rezco Asset Management continues to maintain a cautious market outlook. While there is some overlap locally and internationally, we believe that there are predominantly different forces at play. Preserving capital* and creating wealth continues to form the bedrock of our investment philosophy The high local risk-free rate in fixed income instruments means that […]

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