Another rude awakening for homeowners

An interesting article this morning on Moneyweb. One of the beautiful things about owning a property is that the property's price does not appear in the newspaper every weekday (and in bold on the weekend) and so their owners are unable to constantly track the minute-by-minute value of their investment and they are not constantly … Continue reading Another rude awakening for homeowners

Behavioural Economist Richard Thaler wins the 2017 Nobel Prize for Economics

Richard Thaler, a leading light in the field of shedding light on how much our behaviour affects our investment outcomes, has won the 2017 Nobel Prize for Economics. Bloomberg reported that his body of work "includes insights on the ways in which limited rationality, social preferences and a lack of self control affect decisions that … Continue reading Behavioural Economist Richard Thaler wins the 2017 Nobel Prize for Economics

Investing with Pascal’s Wager in mind

  I recently attended Foord Asset Management's Mind of the Manager event which was kicked-off by MD Paul Cluer. Paul reminded us of the story of Pascal's Wager, and illustrated how Foord apply the philosophy of Pascal's tale to how they manage money.   Source: Wikipedia Recap: Pascal's Wager Blaise Pascal was a 17th-century French … Continue reading Investing with Pascal’s Wager in mind

Prudential Investment Managers: Why active management beats passive in South Africa

Prudential Investment Managers' Johnny Lambridis penned an interesting article last month in the Active/Passive debate. Some of the points he made were: Passive investing is gaining ground in the South African market, mainly due to the (generally) lower fees involved compared to actively managed funds, but also based on some misperceptions stemming largely from the … Continue reading Prudential Investment Managers: Why active management beats passive in South Africa

Sometimes just getting organised is the first step in taking charge of your finances

There are many people who are interested in taking charge of their finances who just don't know where to start. Normally, deciding that you want to do something about your finances AND FOLLOWING THROUGH on that decision by finding someone to help you is a good start. But it can be intimidating. I know that … Continue reading Sometimes just getting organised is the first step in taking charge of your finances

In investing: What THE most important thing is to get right?

When it comes to your investment outcomes, what is the one most important thing you need to get right? What is the one thing that if you get it right will give you the best chance of meeting your investment goals over the chosen time periods?  What is the thing that I as an adviser … Continue reading In investing: What THE most important thing is to get right?

Investing for beginners: Assets, asset classes, asset allocation & asset managers

In investing there is a lot of jargon and in order to understand the recommendations which I will make when I work with you, it is important that you understand what various terms mean. Alpha A risk adjusted measure of the “excess return” provided by an investment compared with a benchmark. Alpha can be positive, … Continue reading Investing for beginners: Assets, asset classes, asset allocation & asset managers