https://www.newroadcapital.co.za/wp-content/uploads/2021/01/photo-1488203602058-8db2ce840718.jpg 500 750 Garth https://www.newroadcapital.co.za/wp-content/uploads/2020/04/logo.png Garth2021-01-20 05:30:002021-01-14 13:20:48Just thinking long term is not enough
The markets aren't stagnant, why should your portfolio be? Long-term investing doesn't necessarily mean leaving your money untouched. Portfolio rebalancing is an integral part of the long-term investment process. What are some other misconceptions about long-term investing that you've come across?
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Even as recently as five years ago, discretionary fund managers (DFMs) were hardly a feature of the South African investment industry. Since then, however, they have become increasingly influential.
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Investors have had a love-hate relationship with the listed preference share market since the asset class first emerged. Initially the preference share market traded at an attractive premium to listing prices, however, this was followed by a downward trend towards their current, deeply discounted level. The asset class has, however, proven to be an excellent diversifier over certain periods.
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The presentation provides an in depth look into the positioning of the New Road Capital funds over the last quarter. It also provides for a detailed Macro Update.
https://www.newroadcapital.co.za/wp-content/uploads/2020/11/photo-1523292562811-8fa7962a78c8.jpg 500 750 Garth https://www.newroadcapital.co.za/wp-content/uploads/2020/04/logo.png Garth2020-11-25 05:30:432020-11-18 08:15:21How SA government bonds are crowding out corporate credit
Granate Asset Management's Bronwyn Blood looks at how corporate bonds are not offering the value that they did in the past.
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Cash is now like a safe car with a top speed of only 30km/h. In the same vein, bonds are also relatively safe, but can reach a top speed of 120km/h, delivering better returns that 'super-safe' cash.
https://www.newroadcapital.co.za/wp-content/uploads/2020/08/Passive-versus-Active-messages-1074x483-1.jpg 483 1074 Garth https://www.newroadcapital.co.za/wp-content/uploads/2020/04/logo.png Garth2020-08-11 13:53:482020-08-11 13:53:48Volatility stirs active vs passive debate.
Key to success and significant rewards is picking the right active manager, writes Pedro van Gaalen.
https://www.newroadcapital.co.za/wp-content/uploads/2020/06/Money-Image.jpg 370 555 Garth https://www.newroadcapital.co.za/wp-content/uploads/2020/04/logo.png Garth2020-06-10 09:15:042020-06-10 09:15:04Asset managers must be clearer about their value-add
Asset managers need to differentiate themselves by more than just performance. Those who simply keep doing what they’ve always done could find the world moving past them.
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The team at New Road Capital talks to Moneyweb about how they are helping advisors to better align their business to future trends.
https://www.newroadcapital.co.za/wp-content/uploads/2020/05/shutterstock_270260504-555x333-1.jpg 333 555 email@example.com https://www.newroadcapital.co.za/wp-content/uploads/2020/04/logo.png firstname.lastname@example.org 14:10:182020-05-21 09:25:22Discretionary fund managers add independence in wealth management
Financial advisors are going back to core competencies and leaving asset picking to the professionals. Click here for some more info about why this is a good thing.