The Fallow Season
By this time of year, you know the feeling. You reread the same email a few times but can’t remember what it said…
Tawanda Mushore
18.09.26
By this time of year, you know the feeling. You reread the same email a few times but can’t remember what it said…
Tawanda Mushore
15.09.26
For years, South African sports fans have been asking DStv for the same thing: let us pay for sport without…
Kirsten Campbell
04.09.26
Even for those who have not run the Comrades Marathon, the name Polly Shortts is well known…
Ian De Lange
28.08.26
So I got myself a new Garmin watch a couple of months ago. I figured a new gadget with a few new features would provide good motivation for…
Mike Browne
24.08.26
What do you do when something tried and trusted changes? Your favourite chef changes…
Tawanda Mushore
14.08.26
As an avid golfer for most of my life, I have always felt the sport has a lot in common with investing…
Kirsten Campbell
07.08.26
You might have heard some talk about US (and other countries) government bond yields moving up…
Ian De Lange
31.07.26
Every market cycle has its moments when investors ask the question: “If all my investments…
Cor van Deventer
27.07.26
On Sunday, somewhere in Southport, England, a 39-year-old with a rugby surname and a golfer’s patience…
Mike Browne
20.07.26
“I’m not doing it,” John remarked…
Tawanda Mushore
10.07.26
Gold has been a medium of exchange for more than 2 500 years, and a store of value for far longer than that…
Mike Browne
03.07.26
Six months into 2026 and as usual global markets have delivered plenty of drama…
Ian De Lange
26.06.26
There is a kind of knowledge that does not live in a document. It lives in the “doing”…
Kirsten Campbell
21.06.26
The 2026 Soccer World Cup expanded from 32 to 48 teams, with many of us now struggling to track groups A through L…
Cor van Deventer
15.06.26
Most of you will remember Nokia. The phones were reliable, indestructible, and utterly unpretentious…
Kirsten Campbell
08.06.26
The upcoming SpaceX listing on US markets is generating considerable debate among market watchers…
Ian De Lange
29.05.26
We often find ourselves needing to move forward with decision. We have an idea of what we need to do but feel uneasy…
Miguel Fialho
22.05.26
After the strong market performance in 2025, we received a steady stream of questions from advisors…
Mike Browne
18.05.26
You are committed to improving your health. You track your steps, set daily targets, and make a conscious effort to move more…
Tawanda Mushore
08.05.26
Over the past few weeks, South Africans have found themselves in a national debate – about breakfast cereal…
Kirsten Campbell
04.05.26
Exactly 100 years ago, George Clason published a book, The Richest Man in Babylon, that is still in print today…
Ian De Lange
17.04.26
Have you ever been on a rollercoaster that promises to be fun but turns your stomach as soon as you hit the first loop?…
Cor van Deventer
13.04.26
There is a good chance you have used an AI tool in the past year; asked it a question, had it fix an email…
Kirsten Campbell
04.04.26
Both clients and advisors should consider what is known as the principal – agent problem…
Ian De Lange
27.03.26
As February 2026 drew to a close, South African investors had every reason to feel good. The JSE All Share Index had delivered 12 consecutive months of…
Mike Browne
20.03.26
Great investing has more in common with great cooking than one might think. A memorable meal is rarely the result of luck…
Tawanda Mushore
13.03.26
Caring isn’t passive. It shows up in who you invite to the table, how often you engage, and whether you are building knowledge that outlasts any single conversation…
Kirsten Campbell
06.03.26
Market dynamics and the prevailing narrative can move extremely quickly. Just last week the rand was trading around R15.85/USD…
Ian De Lange
27.02.26
“The Proteas have never lacked worldclass individual talent (De Kock, Markram, Rabada, Ngidi) – but the challenge has always been getting everyone to fire at the same time (perhaps this year?)…
Cor van Deventer
13.02.26
Financial markets have felt especially volatile lately. Headlines grab attention, social media amplifies every move, and real-time prices feed constant emotion…
Kirsten Campbell
06.02.26
For anyone that has started a business, you will know just how challenging it is. So when I glance over at the speed…
Ian De Lange
23.01.26
2025 turned out to be a very positive year for investors, even though it certainly did not look that way at the start…
Ian De Lange
28.11.25
As I close out my final newsletter of the year, it feels fitting to look back at what 2025 taught us…
Ian De Lange
21.11.25
Last week, we highlighted the JSE’s strong performance, driven largely by the resource sector…
Ian De Lange
14.11.25
South African assets have been in a positive feedback loop throughout 2025, with some of the spillover benefits reflected in this week’s…
Ian De Lange
07.11.25
The first references to a K-shaped economy or K-shaped recovery emerged after the 2020 pandemic…
Ian De Lange
31.10.25
This week marked a major moment for US technology giants as they began reporting their third-quarter earnings…
Ian De Lange
24.10.25
Global macro views increasingly highlight how today’s equity markets differ markedly from those of the past…
Ian De Lange
17.10.25
Morgan Housel has just released a new book titled The Art of Spending Money. By all accounts, it’s set to become another bestseller…
Ian De Lange
13.10.25
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…
Ian De Lange
03.10.25
As the fourth quarter kicks off, global markets have shown remarkable resilience despite lingering inflation pressures, US tariff tensions…
Ian De Lange
15.09.25
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…
Ian De Lange
05.09.25
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…
Kirsten Campbell
29.08.25
For many investors, the term “global index” suggests broad exposure across worldwide markets, seemingly offering a simple, one-stop solution to diversification…
Kirsten Campbell
22.08.25
I make a point of listening widely and reading broadly to stay abreast of the global investment world…
Ian De Lange
15.08.25
It is often said that history doesn’t repeat, but it rhymes. While the stories evolve, the fundamentals endure…
Ian De Lange
08.08.25
I have been involved in the investment and financial planning environment since the late 1990s, witnessing firsthand the early development of the internet…
Ian De Lange
04.08.25
A few months ago, I explored the idea of optionality as one of the key benefits of saving…
Ian De Lange
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