Are today’s ‘safest’ equity bets tomorrow’s risks?
Markets are treating AI-driven cyclicals as defensive while ignoring genuinely stable businesses. When capex slows, those assumptions may not hold…
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The youth-driven revolution of bite-sized investing
A new generation is taking control of its financial future, one fractional share at a time…
Put everything on black (or AI, or gold)
Sometimes, the best stock market returns come from having the courage to concentrate – not diversify…
Alternative investments: time to look beyond the stock market?
Alternative investments are a new(ish) asset class for most South Africans – and becoming increasingly prominent in investor portfolios…
Why consensus investing is usually wrong
Consensus investing still fails. Lessons from a legendary investor on patience, fear and quality reveal why most underperform by following the crowd…
Africa’s frontier markets are booming – and still cheap
Shares from Cairo to Casablanca have had a bumper 2025, giving a few patient investors bitcoin-quality returns…
How MTN’s BEE shareholders lost out on a R1.3bn rally
The decision throw in the towel on the MTNZF scheme in June means its long-suffering investors have missed a major recovery in the telco’s…
Will Trump end the dollar bull run?
The mighty US dollar could finally be due a bear market after 14 years of dominance. But does it even matter for the average…
Liquidity: South Africa’s vanishing market
Liquidity is what makes a market a market. And without it, share prices are just a column in a spreadsheet…
What 25 years of value investing has taught me
Ninety One’s John Biccard has beaten the market for 25 years by sticking to value investing. His secret? Discipline, patience and buying what others…
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