Global macro views increasingly highlight how today’s equity markets differ markedly from those of the past…

Morgan Housel has just released a new book titled The Art of Spending Money. By all accounts, it’s set to become another bestseller…

If you’ve been following our articles for some time, you’ll know that this has been an ongoing theme that we’ve continued to explore…

As the fourth quarter kicks off, global markets have shown remarkable resilience despite lingering inflation pressures, US tariff tensions…

Last week I took an Uber in a Tesla – a stunning vehicle with an incredibly smooth ride. But Tesla isn’t just about good looking cars…

Following on from last week’s article, where we explored three of the widely used MSCI indices and how they are constructed, it’s clear that these benchmarks play an important role…

For many investors, the term “global index” suggests broad exposure across worldwide markets, seemingly offering a simple, one-stop solution to diversification…

I make a point of listening widely and reading broadly to stay abreast of the global investment world…

It is often said that history doesn’t repeat, but it rhymes. While the stories evolve, the fundamentals endure…

I have been involved in the investment and financial planning environment since the late 1990s, witnessing firsthand the early development of the internet…

A few months ago, I explored the idea of optionality as one of the key benefits of saving…

Over this past month in particular, we’ve seen a range of global assets reaching either all-time or multi-decade highs…

I’ve been in the investing game since the 1990s. One thing that continually strikes me is that, rather than becoming more efficient, streamlined and simple…

Planning for retirement or financial independence is a lifelong journey that evolves with your age, goals, and financial situation…

After a more challenging first quarter, markets rebounded sharply from April onwards, surprising many participants…

Tether is one of the most profitable private companies that you’ve probably not heard of. Founded in 2014, it has no consumer facing app…

I find the concept of inflation both fascinating and deeply impactful. It’s a subtle force that affects our daily lives more than we often realize…

For general health and fitness, it’s recommended that adults aim to walk at least 10 000 steps per day…

There’s an old adage on Wall Street: “Sell in May and go away.” The idea supposedly has its origins in the UK, dating back to the late 18th century…

Last time, we touched on the performance of government bonds and the disparity in returns between US and South African bonds over the last 5 years…

Government bonds are essentially loans made by investors to governments. In return, governments pay interest…

What if saving money isn’t just about buying a house or retiring comfortably?…

In both life and investing, it’s essential to zoom out – to take a step back and view the bigger picture…

For retirement-focused investors, the constant stream of headlines about exchange rate movements, US trade tensions, and market volatility can be overwhelming…

Global markets are no strangers to turmoil. Today’s landscape – marked by global trade tensions as new tariffs are imposed by the US administration – feels particularly daunting…

Market turbulence tests more than just portfolios. It challenges patience, clarity of thought and emotional discipline…

The first quarter of 2025 has been highly volatile, with no shortage of events that markets have been grappling with. It’s the type of environment that makes investors nervous…

2024 was the year of the so-called Magnificent Seven – large mega-cap, tech-driven giants like Apple, Nvidia and Tesla that delivered incredible returns…

Sixteen years ago, on March 6 2009, the S&P 500 plummeted to an intraday low of 666, a chilling figure that marked the bottom of the Global Financial…

For all investors – whether you own Berkshire Hathaway shares or not – the company’s annual report makes for both interesting and essential reading…

Governments worldwide are increasingly coming under scrutiny for their tax collection, spending and fiscal…

While the future remains uncertain, key themes are shaping the 2025 investment landscape. Elevated risks persist, but opportunities exist for well diversified, adaptive portfolios.

This week, global markets experienced a fairly significant shake-up with the release of DeepSeek, a Chinese-developed AI model…

At the start of a new year, it’s natural to attempt to forecast global asset returns – what might be expected, or in many instances hoped for…

It’s been a remarkable year for investors, with asset prices moving up strongly across the board, and in some cases reaching…

When it comes to building and preserving wealth, one of the most effective strategies is to buy future income. This approach focuses on acquiring assets with the aim of preserving the buying…

As we approach the end of another year, it’s incredible to realise that we are…

It’s been a huge week on US equity and bond markets, largely influenced by the outcome of the US election for control of the White House. The Republican Party, also known as the GOP (Grand Old Party)…

Howard Marks, co-founder of the respected fund management firm, Oaktree Capital, asserts in his latest article that all investments fundamentally fall into just two asset classes: ownership and debt…

On Monday, 19 October 1987, the US stock market experienced its worst one-day crash in history, with the Dow Jones Industrial Average (DJIA) plummeting 22.6%. This event, known as “Black Monday,” triggered panic across global markets…

September closed out a remarkable nine months of price appreciation for risk assets, raising the question once again of whether we are transitioning from optimism into the euphoria stage of the current bull market in global assets…

China has been a disappointing place to invest into for the past couple of years but, with valuations at historical lows and some improving sentiment, we felt it was the right time to highlight the potential opportunity of investing in China via the Seed Global Fund.

This week, the much-anticipated US Federal Reserve (Fed) decision resulted in a 0,5% reduction in its key interest rate, marking the first cut in four years. Central banks across the globe, including South Africa…

Most investors understand the basic concept that aiming for higher returns involves taking on more risk. This principle – commonly summarised as “there is no free lunch” – is embodied in what is officially known as the Equity Risk Premium (ERP)…

In this past month and particularly this last week, we’ve witnessed a significant spike in share price volatility, especially in the US market. One of the standout examples is Nvidia…

I would hazard a guess that very few investors consider investments and strategy through the lens of entropy – a concept that influences every aspect of our lives.

Investing is often seen as the pursuit of big returns – the kind that can change lives. However, what is equally if not more important, is avoiding significant losses.

I was reminded of the distinction between wealth creation and wealth preservation after reading a report that former Microsoft employee and CEO Steve Ballmer’s wealth, had surpassed that of Microsoft co-founder Bill Gates this year…