Ranked #1
'If there's a crisis unfolding, why be there for it?'
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Rob Spanjaard - Chief investment officer, Rezco Asset Management
5 Apr 2020
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14mins
Ranked #2
Market crashes happen, but so do recoveries
Market crashes happen, but so do recoveries
Piet Viljoen - Director, Counterpoint Asset Management
22 Mar 2020
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12mins
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Ranked #4
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Investors favour Sygnia’s FANG Fund
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Trade wars favour emerging markets
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Alistair MacDonald - vice president and institutional portfolio manager - Franklin Templeton emerging markets
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Trump: A loose cannon but the equity markets love him Segment 01
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SA assets, equities are starting to look interesting again and SA government bonds I’d venture are an interesting place ... Read more
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The impact of Brexit and Trump on the markets Segment 01
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We’re...just taking a step back and looking at underlying valuations and fundamentals of asset classes and companies - e... Read more
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From a growth perspective, it seems we’re now into an upward-trending business cycle, which would be quite positive for ... Read more
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Ranked #20
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RECM likes to buy assets cheaply and assets only really get cheap when sentiment turns negative.
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