It’s always a good time to invest offshore
18 July 2017
For the past two decades, the South African equity market has outperformed US assets. This would surely mean that a portfolio with 100% exposure to
Why the global financials bull run will likely continue
18 July 2017
The most recent performance ranking from Morningstar shows that the Sanlam Global Financial Fund has delivered stellar returns for the 12 months ending June 2017.
What I’ve learnt from Berkshire Hathaway annual shareholder meetings
18 July 2017
It’s April 2000. Tech stocks are creating hype in the markets. Amidst the excitement, Walter Aylett (founder of Aylett Fund Managers) convinces me to fly
Opposition against Trump reforms creates uncertainty – but is it all doom and gloom?
5 April 2017
Since Donald Trump’s unexpected election as US president in November 2016, US equity markets have been betting on the Trump reflation trade. The thesis was