2014 is now upon us and already furious debate rages over the “fragile five” and the effects of reduced global liquidity on the emerging markets. In this latest quarterly newsletter, we also evaluate the “New New Normal” and interest rate normalisation effects on the developing world, particularly South Africa. We have our regular International and
Roeloff Horne, Head of South African Portfolio Management, was recently interviewed by InvestSA. 1.What are the benefits of the single manager approach? The investor gains access to professional security analysis and research of an investment specialist or a team of specialists that can actively manage a series of securities within a specific asset class or across asset
Welcome to the second quarter of 2013 and a continuation of the new normal. Numerous debates have ensued over recent years about Quantitative Easing (QE) and how much money is enough (or too much?). Much has been written by experts and novices alike about the unintended consequences of all the money printing in the Western
