The greatest gift you can give your children isn’t money. It’s a healthy relationship with it
We don’t just use money. We feel it. We fear losing it, we crave more of it, and we often make irrational…
CROWDED HOUSE
Never before have US equity markets been so accessible – or so crowded. Twenty years ago, around 4 billion shares were traded…
Why It’s Time to Talk to Your Parents About Their Finances
Avoiding the conversation could cost far more than just money There’s a conversation missing in most families. Not because it isn’t important,…
YOU BUILT A BUSINESS, BUT DID YOU BUILD A PLAN?
Entrepreneurs are brilliant at creating wealth but too often, terrible at protecting it. That may sound brutal, but it’s a pattern I’ve…
‘Chat it’ is the new ‘Google it’: A wake-up call for financial planning
Modern financial planning focuses on flexible, resilient strategies rooted in core fundamentals—not market predictions or product picks. Recently, I overheard two teenagers…
Quantum Leap – How Quantum Computers Are Rewriting the Rules of Tech
The growing demands of AI, data science, and global complexity are pushing classical computing to its limits. In response, quantum computing is…
PROCESS OVER PERFORMANCE: WHY THE PLAN OUTWEIGHS THE PORTFOLIO
In a market obsessed with returns, it’s the financial plan, not the portfolio, that determines whether investors survive or stumble when volatility…
Currency Capers
Recently, a relative gleefully sent through the pictures below to inform us that our upcoming US vacation would likely have a vegetarian…
THE INS AND OUTS OF INVESTING OFFSHORE WITH ASSET SWAPS
We are often asked about Asset Swaps and Feeder Funds as the terms can be confusing. This article explores these concepts, terminology…
Survival of the Fastest
Remember Netscape Navigator? The company was the dominant web browser and search engine in the 1990s, later displaced by Google, Microsoft, Apple,…
Wall of Worry
The phrase “this time it’s different” is one of the most famous – and dangerous – mindsets in investing, often used to…
INVESTSENSE MARKET INSIGHTS 2024
Recently, we had a chance to sit down with Duncan Artus, Allan Gray’s Chief Investment Officer, to speak about what has been…
Power Play Performance from India
In cricket, a power play refers to the restriction of the number of fielders outside the 30-yard circle of the pitch. Within…
A USER’S GUIDE TO UNEMPLOYMENT STATISTICS
Employment indicators are some of the timeliest measures of the state of the US economy. In the days, hours and minutes following…
Beyond the Glitter, Understanding Gold as an Investment
Since the start of 2024, gold has broken multiple records, setting highs in March, April, May, and July. On the 17th of…
Global Property Insights
For many South Africans, property has always been a key part of our portfolios, as it was an asset class that generally…
ELECTION DIRECTION
At the end of May, South Africans went to the polls to vote for the country’s seventh democratic government. In many ways,…
WOULD YOU LIKE FRIES WITH THAT?
Every now and again something new comes along which changes the world. Until recently, Novo Nordisk, a 100-year-old Danish pharmaceutical company and…
Market Movers
Have you heard of TEMU? The online retail platform owned by the Chinese mega-company Pinduoduo is making aggressive inroads into South Africa…
Reconnecting to Reality
At times share prices and even broad stock markets can appear unhinged. Wild swings both positive and negative stir investor appetite to…