Trading update : 27 January 2024
Global superpowers like China and Europe are getting closer because of Trump’s pro-US policies. While these global players turn up the volume on the rhetoric and posturing, South Africa continues to make small gains on the path to an economic revival – the boost to the construction sector from increased infrastructure spending is the latest greenlight for the local economy.
Is it time to switch to cyclical stocks?
With a slowdown in growth likely, professional investors like the institutional investment team at Investec are recommending a rotation away from the expensive tech stocks that delivered significant growth in 2024, and a shift in focus to cyclical stocks.
Trade update : 19 January 2025
The Trump Trade remains omnipotent, buoying sectors like tech while sowing uncertainty in sectors like big pharma. Outflows from the world’s biggest emerging market continued unabated, but good news for SA Inc. helped boost the rand before geopolitics took some of the wind out of our sails.
What is index rebalancing and why should you care about it?
Investing in indexes is a simple and convenient way for self-directed investors to gain broad market exposure to a collection of stocks and other assets representing a financial market segment.
Thematic investing explained
Investors have different strategies at their disposal to express their investment thesis, with the use of a thematic investing approach gaining significant traction in recent decades.
Thematic investing is a forward-looking approach that aims to capitalise on emerging themes and predicted long-term trends rather than immediate market fluctuations or the fundamentals of individual companies.
