Growth vs Value

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This week Paul has a look at the relative performance of the S&P 500 Growth Index vs the S&P 500 Value Index.
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What Most Active vs. Passive Debates Miss

When it comes to the choice between active and passive, investors have at least three questions to consider. …

Risk Management – The Tortoise & the Hare

Most investors assume that in order to generate higher returns, one needs to take on more risk (or in the case of a basket of assets, volatility). While this is generally true when looking at individual asset classes in isolation, it is not the case when assets are combined in a portfolio in specific ways. In this article our CIO, Paul Fouché shares his view on the matter.

Big Tech Is… Big!

In this week's insight piece. Paul Fouche has a look at how significant a player big tech is in the S&P 500.

Dividends – The Silent Income

When investors talk about equities, they usually discuss the price of a company’s share, and whether that price offers value based on the company’s prospects. While this is important, an often overlooked but significant aspect of equity investing is the dividend that is paid out to the investor as a result of the ownership of the share over time. This month's insight piece looks at how much of an impact dividend income has on an investor's portfolio return and why it shouldn't be quickly overlooked.

Communication during COVID-19 | Insights

Clients are showing concern during these clearly unpredictable and volatile times, but what message should you be sending to them? Join Rob Formby, in this update as he explains how they’re communicating during the lockdown, and the policies and procedures in place in case COVID-19 reaches their organisation.

What truly determines a portfolios performance ?

Many funds that employ multiple managers focus their attention solely on the problem of manager selection. Only now are some funds beginning to realize that they must develop a method for delineating responsibility and measuring the performance contribution of those activities that compose the investment management process, investment policy, market timing and security selection.