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Focus on

A place for offshore equity ETFs in portfolio construction 10 February 2020 Ashburton Investments

There is no universal recipe as to what your portfolio should look like in order to achieve your investment goals.

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The case for global mega cap investing 07 February 2020 Kathy Davey

Mega cap investing is basically investing in globally leading large companies that are diversified, predictable, liquid and have large economies of scale.

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The Shareholder is dead. Long live the Stakeholder. 28 January 2020 Arno Lawrenz

Amongst the global elites attending the World Economic Forum (WEF) at Davos, financial companies represent the biggest single industry attendance, which makes it clear that it’s all about the political power of money.

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Davos: Baby Boomers rule. Not ok. 22 January 2020 Arno Lawrenz

The election of Donald Trump in 2016 as United States (US) President represented the 4th consecutive baby boomer generation occupying the White House.

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Monetary easing from most central banks also offered some support to the markets. 07 November 2019 Nico Els

The month of October was good for most asset classes as expectations rose that the United States (US) and China were closer to signing a trade deal. Monetary easing from most central banks also offered some support to the markets.

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Bond market fears excessive – but investors must be vigilant 04 November 2019 Arno Lawrenz

There are numerous current threats facing financial markets – such as an earnings or manufacturing slowdown, geopolitical tensions, the rise of populism and volatile political leaders. However, absent a sudden shock, we do not anticipate de-flation and or a recession in the near future.