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2023 Review & 2024 Outlook

After a tumultuous 2022 calendar year, 2023 turned out to be an excellent calendar year for global equity markets, with the MSCI All Countries World Index rising by 22.2% in USD terms. This is...

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The Dark Side of Social Media

Nothing vast enters the life of mortals without a curse - Sophocles 406 BC J. Robert Oppenheimer headed up The Manhattan Project, responsible for the research and design of the atomic bomb during...

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Watches & Wonders

How wonderful are watches? Time personified in a little machine on your wrist. From Jewelry to Timekeeping Wristwatches are a relatively new phenomenon. Prior to World War I wristwatches were...

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Superconducting Alchemy

The Philosopher's Stone Imagine Isaac Newton toiling away in a dark room attempting to find the process which could transform lead into gold. This was the basic philosophy of alchemy and the pursuit...

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Taking Shelter from Inflation

Please find below a link to research article by Maple-Brown Abbott Investment Managers on the benefits of holding infrastructure as a form of protection against inflation....

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Classic Signs of Speculation – GMO

In a recent article GMO noted that more than half of U.S. Growth stocks have negative earnings, yet Growth stocks have dramatically outperformed in the past few years. Please click on the link below...

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Piggybacking off of the collective

A benefit of a collective investment scheme (CIS) There are benefits to investing in a collective investment scheme (CIS) (also called a unit trust or mutual fund) relative to an individual share of...

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The State of Inflation

Inflation definition: a general increase in prices and fall in the purchasing value of money. Rising inflation is currently taking place in the U.S. Interest rates have not yet risen to keep it in...

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IPO’d

Source: Fintax Research Investors will recall that the Fintax Funds follow a blended investment style strategy with holdings in Value, Quality and Growth. One of the most interesting aspects in 2020...

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Hungry Hippo

The recent adjustment budget highlighted the widening of the ‘’jaws’’ between the country’s expected expenditure and expected revenue. Two scenarios were tabled. One in which South Africa takes a...

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The Survivors

Commentary: The Survivors The above image tracks the bullet holes on Allied planes that encountered Nazi anti-aircraft fire in World War II. When the Allied military brass saw this picture, they...

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