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Taking Stock
April 23, 2020
Emerging markets trading close to book value
Prospects for emerging market performance have diminished, although the transition to broad-based economies and a vastly improved income profile holds promise over the long run
April 13, 2020
How are sin stocks faring?
Sin stocks have generally outperformed in economic downturns, but does that still apply in Coronaworld?
April 07, 2020
Preferential treatment – income alternatives
With net earnings in freefall and normal distributions imperilled, it makes sense to review income alternatives
March 30, 2020
How long will the bears be with us?
With the bear market in its infancy, it may pay to delay your return to the buyers' circle
March 26, 2020
Beat volatility and build on the down leg
Markets are retreating in the face of an invisible enemy – fear. Now is the time to plan for the eventual shift in sentiment
March 19, 2020
Some thoughts on post-apocalyptic capital allocations
The oil price dominates, but we may need to abandon some prevailing investment assumptions in the wake of Covid-19
March 11, 2020
Hold your nerve amid the carnage
Investors of a stoic disposition should be on the lookout for opportunities
March 03, 2020
Covid-19: the end of globalisation is nigh
Could the coronavirus force a rethink on global supply chains?
February 26, 2020
Gold miners could profit from a cashless society
Gold miners may be faced with declining grades, but there is an emerging price catalyst in play
February 19, 2020
The re-greening of British Petroleum
A decade on from Deepwater Horizon, the oil major has decided to dust off its eco-credentials (again)
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