11 Aug Making smart investment choices – how to mitigate downside risk and benefit from upside performance
The range of returns offered by South African markets is wide, which emphasises the importance of making informed investment decisions.
Tag: Madalet Sessions
15 Apr Our thoughts on the current issues facing South Africa
If you would like to hear our thoughts on the current issues facing South Africa, amidst the Covid-19 pandemic, please click below to listen to a web-based meeting we hosted yesterday (14 April 2020). A summary of the main points is ...
31 Oct Constructing our balanced fund – how we improve the likelihood of success
No matter how skilled the climber, climbing without support or protective gear is risky. Free solo rock climbers like Alex Honnold only rely on their physical strength, climbing ability, and psychological fortitude.
27 Mar The Denker SCI Stable Fund: Good relative performance despite weak markets
Retired investors face a tough balancing act – they must preserve their capital while ensuring they can draw a sustainable income by carefully managing their risk. To meet these objectives require earning a certain level of returns, ...
21 Dec Factors that have, and will continue to, contribute to the performance of the South African equity market
1. The change in the ratio of price to earnings. Changes in the price to earnings (PE) ratio is the most important contributor to equity market performance in the short term.
21 Sep Most investors have as much control over their outcomes as their investment managers
US investors consistently earn lower returns than the market and the funds in which they invest. This gap in performance is known as the behavioural penalty, and it’s big and relentless.
26 Jun Our balanced fund combines ideas to offset risk and provide more consistent returns for investors
The Denker Sanlam Collective Investments (SCI) Balanced Fund is appropriate for investors saving for the long term who wish to have their savings invested in many independent ideas that aim to deliver superior risk-adjusted returns ...
24 May Good economic news doesn’t always mean better returns
So much about the future is unknown, and share prices reflect the market’s assessment of the future. This article expands on the theme of an article we wrote in January, ‘The danger of making short-term decisions when investing for ...
24 Jan The danger of making short-term decisions when investing for the long term
US research shows that investors underperform the funds they invest in over time. The reason for this underperformance is called the behavioural penalty. Investors tend to lose out because they chop and change their investments in ...
10 Oct We can’t forecast the future, but we can prepare for it
Promoting economic growth and wealth creation is only one of many policy options for South Africa. If South Africa engages in pro-market reforms – as put forward by Professor Brian Kantor in his book, Get South Africa Growing – it is ...