ESG – “Ek’t So Gesê….maar nie so gedaan” (Translation: “Do as I say but not as I do’’).
Chart: Google Trends worldwide search history of the acronym "ESG" ESG (Environmental, Social, Governance) has become the most used acronym in the investing world. Google Trends shows that interest...
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....
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...
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...
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...
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...
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...
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...
The Rather Fat Finger Error
A fat finger-error is a term used to describe a keyboard input error on the stock market, typically resulting in a buy or sell order being placed at a far greater size or price than intended. Last...
Mona Lisa Smile – The Pursuit of Perfection
A celebrity make-up artist recently made the following comment when interviewed by the New Yorker Magazine: ‘’It’s Instagram Face, duh. It’s like an unrealistic sculpture. Volume on volume. A...
In the Eye of the Beholder
Bullseye! Tencent, the giant Chinese internet technology company partly owned by Naspers (Prosus) recently announced their plan to seamlessly embed video ads directly into movies. To get a clearer...
Robin Hoodwinked
Robin Hood steals from the rich and gives to the poor. Robinhood levies hidden charges on the masses to get rich. Robinhood is a fintech company that has become extremely popular with younger stock...