Blog

31
Dec

We take a look back

· · · · · | Salvo Investment Views

In this post, we look back at the year’s performance of the various asset classes and highlight one of the most statistically significant observations (mean reversion) in financial markets and how it can benefit you as a long-term investor. The most important quality for an investor is temperament, not intellect – Warren Buffet Growth Assets Continue […]

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16
Jan

Favourite Favourites

· · · · · · · · · | Salvo Investment Views

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

Home is where the House is

· · · · · · · · · · · | Macro Economic Analyses

The average price to buy a house in South Africa right now South African property tracker ooba has released its latest oobarometer for the third quarter of 2016, showing that property prices have climbed almost 6% year on year. However, prices have dropped quarter on quarter, declining 3.3% from Q2. “When adjusting for inflation, house […]

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