Posts filed under: Insights

Our Two Cents: Asset Classes & Position Sizing

This article explores two important tools for risk management: asset class diversification and position sizing... Read More

Our Two Cents: The Risk of Holding Back

This article shows how staying too conservative can hurt long-term returns and create hidden risks.... Read More

Our Two Cents: Justified Valuations

High valuations can be justified when future growth potential is extraordinary.... Read More

Our Two Cents: How Tariffs Impact Inflation

Since the introduction of tariffs in the US, there's been a persistent fear of increasing inflation. This article...... Read More

Our Two Cents: Understanding the True Drivers of Income Fund Returns

This article explores how similar-yielding funds can deliver different returns.... Read More

Our Two Cents: The Power of Narrative

Sky-high valuations may be supported only by hype, not reality... Read More

Our Two Cents: South African Bonds: Still Worth Holding?

South African bonds have been a great investment over the past year. This article shows how SA bonds can continue to add value in a... Read More

Our Two Cents: Discounts, Not Disasters

In this article, we explore how investors should not fear market downturns, but see them as opportunities for better future returns.... Read More

Our Two Cents: The Stress of Market Pullbacks

Market pullbacks, although normal, can be very stressful for investors. This article explores why and shows...... Read More

Our Two Cents: The Value of Value Investing

Does value investing still beat the market today?... Read More