News & Insights

Below is a collection of the latest news & insights published either by the team here at New Road Capital or alternatively issued by one of our various partner fund managers whose offerings form part of our solutions.

Tax Efficient Income

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.

Vaccine Race Lifts Biotech Shares As Pharma Giants Trot Along

As the race to deliver the first coronavirus vaccine heats up, many investors are considering buying shares of the companies currently ahead of the pack, hoping for a healthy return in case of a breakthrough.

Macro Update & Fund Positioning November 2020

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.

How 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.

Tesla is Now the World’s Most Valuable Automaker

The company, which began as a problem-plagued upstart a little over 15 years ago, has now become the world’s most valuable automaker – surpassing industry giants such as Toyota and Volkswagen.

Choosing your investment vehicle

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. 

Satiating the Appetite for Global Exposure with a New Fund Launch – November 2020

Over the last few years, the appetite for offshore exposure in retail client’s investment portfolios has increased dramatically. Consequently, many fund managers and product providers have launched offshore products in order to service this increased need.

Growth vs Value

This week Paul has a look at the relative performance of the S&P 500 Growth Index vs the S&P 500 Value Index.
©Getty Images / Grant Faint

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. …

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