In line with regulatory requirements, we would like to share the most recent IP Management Company abridged annual accounts document, as provided by the IP Management Company. June 24, 2016 I am pleased to present the Annual Report for IP Management Company and the IP Collective Investment Scheme for the year ended 31
Global Impact on SA Asset Classes – Asset prices of domestic assets are dominated and influenced by global market events. More than 65% of the JSE ALSI 40 earnings growth is derived from global consumer spending, emphasising the importance of global economic growth to the SA equity market. The correlation between the behaviour of the MSCI World Equity Index and
Predicting SA consumer price inflation (CPI) is a hazardous exercise. History suggests that particularly over the medium to longer term there is only one certainty: CPI will be volatile. The surest way to hedge against inflation is through inflation-linked bonds (linkers). Linkers remove the risk of inflation by adjusting income and capital value in line
As we enter May 2015, 2014 seems a distant memory and 2016 is fast approaching. An old adage in the investment game is “Sell in May and buy again on St Ledger day (in September)“, which many “boohoo” as a conspiracy theory. However, over the past 100 years, a remarkably large percentage of equity market gains have
The first quarter of 2015 is well under way and what an exciting start to the year it has been. The Swiss National Bank decided to unpeg the Swiss Franc from the Euro, causing a 20% move in the currency cross and unprecedented volatility. Syriza, an extreme left – anti-austerity political party, had a landslide victory
Scott Campbell, Group Managing Director & Chief Investment Officer of the MitonOptimal Group of Companies, recently spoke at the International Advisor ‘Expert Offshore Investor Forum’, held during April, in Cape Town and Johannesburg, along with speakers from a number of other major investment management companies. Scott spoke at length on how volatility creates opportunity when investing globally, supporting
