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Four contrarian opportunities for equity investors
12/06/2013Over the last year, markets have enjoyed stellar performance – since June 2012 there has not been a month with a decline above 1%.

Confidence returning in Europe?
31/05/2013John Stopford argues that although there're signs of confidence returning in Europe a level of perspective must be kept; stability is still a long way off.

Clyde Rossouw - A balanced approach
27/05/2013A balanced approach. Clyde Rossouw gives an update on the portfolios under his management.

Reserve Bank expected to leave rates unchanged
22/05/2013André Roux discusses how continuing rand weakness will probably prompt the Reserve Bank to leave interest rates unchanged.

Asset Allocation Indicator
20/05/2013Countless studies over the years have shown that active funds in aggregate underperform the market over the long term.

Is copper supply recovery threatening to overtake demand growth in next two years?
15/05/2013The copper market has experienced a lot of volatility in recent months as investors try to anticipate whether the market is moving into a prolonged period of surplus after many years of general deficit.

Asisa: Multi-asset funds attract lion’s share of flows again
30/04/2013Jeremy Gardiner - The first quarter of 2013 saw a continuation of the sustained pickup in flows into unit trusts, with net inflows of R47 billion.

Will austerity be abandoned?
26/04/2013Are the ECB and Europe in general ready to follow the lead from the US & Japan and abandon austerity?
Previous

12/04/2013Differing approaches to QE

05/04/2013The actions of Central Banks

04/04/2013There is still plenty of upside

25/03/2013Bonds & currencies monthly update

19/03/2013Cyprus bail-out conditions rattle markets

15/03/2013The Rand's downside momentum continues

13/03/2013Emerging Markets Monthly Insights

12/03/2013SA likely to battle funding the deficit in 2013

07/03/2013John Biccard - Gold shares oversold?

01/03/2013Max King - Global markets in review

15/02/2013Weak GDP numbers in Europe

13/02/2013SA Fixed Income outlook

08/02/2013Value update - John Biccard

06/02/2013Resource industry update

31/01/2013ASISA stats Q4

30/01/2013Resources shares update

25/01/2013Malcolm Charles - Repo rate stays at 5%

22/01/2013Uncomfortable bull market

21/01/2013There is light at the end of the continent

18/01/2013Thanos Papasavvas - Europe in 2013

16/01/2013Moderately accelerating global growth

10/01/201313 themes to dominate 2013

19/12/2012A – Z themes for 2013

07/12/2012Cutting the US deficit

29/11/2012What does the latest package mean for Greece?

28/11/2012Relative value in emerging markets?
27/11/2012SA Fixed Income Update

26/11/2012Inflation on the rise

19/11/2012IAM supports new Tusk conservation award

16/11/2012Horizon markets explained

14/11/2012State of the world economy

09/11/2012Further market reaction to Obama's election win

08/11/2012Impact of Obama's second administration

07/11/2012European update

30/10/2012Gordhan's assurances

29/10/2012Assessing the likelihood of the ‘fiscal cliff’

22/10/2012Jeremy Gardiner - Cautiously optimistic

19/10/2012Developed, developing or global?

18/10/2012Investment is about more than top-down

18/10/2012Ultra-loose monetary policy

17/10/2012Politics, politics, politics

11/10/2012US slowly grinding forward

11/10/2012Asset Management CEO of the Year

08/10/2012ECB waits for Spain

03/10/2012It's not a Eurozone crisis

18/09/2012To infinity and beyond?

14/09/2012Markets like QE3

10/09/2012Gold still a firm safe haven

06/09/2012Healing the Eurozone?

30/08/2012Global Franchise Update

30/08/2012Q&A with Hendrik du Toit - Financial Mail

23/08/2012Value update - John Biccard
20/08/2012Global risks still abound

16/08/2012It’s still a market of stocks

16/07/2012Energy revolution or peak oil?

16/07/2012Risk-asset performance

13/07/2012China: key factor for commodities

25/06/2012A market stalemate

25/06/2012A 'safe haven' or a 'dangerous place' to be?

14/06/2012Euro zone crisis can be contained

12/06/2012IAM triumphs at Imbasa Yegolide Awards

28/05/2012Listed Property: Prudent stock selection crucial

22/05/2012We are living in extraordinary times

20/05/2012Foreign exchange risk

17/05/2012Rand falls victim to ‘Greek tragedy’

17/05/2012Investec Asset Management posts record AUM

16/05/2012Diversifying assets internationally

14/05/2012Capital flows to emerging market economies

13/05/2012May asset allocation review

23/04/2012More upside
23/04/2012Diversification in a correlated world

22/04/2012Who's afraid of the bogeyman

21/04/2012Gold and gold equity outlook
