Emerging Markets –Buy or Bye?
By Scott Campbell Group MD and Chief Investment Officer Since 2011, Emerging Markets (EM) have significantly underperformed the US market. As the following chart of the MSCI EM Index in…
The last straw that broke the camel’s back.
Oscar de Waal – Head of Manager ResearchThis saying is very pertinent in the environment we have at present. Few managers have delivered a positive return above their benchmark over…
INCOME EARNING ABILILTY
For the months of March & April the Origin team is committed to help you replace your income during times you are not able to earn an income. The loss of…
The Global Real Estate Return Expectations Debate
By Roeloff Horne | Director and Head of Portfolio Management (SA) At MitonOptimal, we subscribe to a dynamic strategic asset allocation process and debate the real/absolute return prospects for each…
Standing out from the crowd
By James Sullivan, Managing Director & Fund Manager, UK It seems an awful long time ago, but when I would go to football training as a kid, I’d fret about…
Crazy Guy on Bike – Sun 9 Dec, 2018. Day 371
Sun 9 Dec, 2018. Day 371 THE END, V&A Waterfront, Cape Town Distance 22 + 320761 = 20 783 Average 12.5 Time 1 h 47 m Location S33.905361, E18.420571 Our…
Crazy Guy on Bike – Sat 8 Dec, 2018. Day 370
Sat 8 Dec, 2018. Day 370 Staying with Una Holliday, Hout Bay Distance 38 + 20723 = 20761 Average 11.2 Time 3 h 39 m Location S34.03598, E18.347321 Peter, Pam…
Crazy Guy on Bike – Fri 7 Dec, 2018. Day 369
Fri 7 Dec, 2018. Day 369 Staying with Pam and Alan Lofthouse Distance 26 + 20697 = 20723 Average 13.5 Time 1 h 55 m Location S34.0621, S18.450832 Today was…
Crazy Guy on Bike – Thur 6 Dec, 2018. Day 368
Thur 6 Dec, 2018. Day 368 Staying with Claire and Philip in Mowbray Distance 41 + 20656 = 20 697 Average 15.4 Time 2 h 38 m Location S34.945742, E18.481969…
Investor’s Notebook by Stephen Cranston
Positively passive James Downie may well be the best asset consultant in SA He has an independent mindset and a wealth of knowledge. So I couldn't ignore it when…
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