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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.

April – Wrap Up

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A lot has happened in the markets over the past month! Our Chief Investment Officer, Paul Fouché, provides some valuable insights for the accompanying graphs.
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Our Two Cents: Returns vs Risk Adjusted Returns

This article discusses the importance of considering the desired performance relative to one’s personal risk tolerance.
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March – Wrap Up

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A lot has happened in the markets over the past month! Our Chief Investment Officer, Paul Fouché, provides some valuable insights for the accompanying graphs.
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Our Two Cents: Cost Averaging

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In this article, we discuss the effect of cost averaging when making regular investment contributions, and how this effect may benefit the investor even when markets are not generating a positive return.
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Our Two Cents: Greater Than the Sum of its Parts

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In this article, we explore a lessor known benefit to diversification: a portfolio of equities will almost always outperform most of its market constituents.
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February – Wrap Up

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A lot has happened in the markets over the past month! Our Chief Investment Officer, Paul Fouché, provides some valuable insights for the accompanying graphs.
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Our Two Cents: The Active Selection Risk

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This article explores the risks associated with active funds, specifically, the security selection risk, and illustrates the importance of asset allocation decisions.
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Our Two Cents: South Africa’s Hidden Offshore Exposure

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Local equity investments are often viewed as strictly separate to offshore investments but how closely linked are local equities to offshore markets? This article explores this concept to find out.
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January – Wrap Up

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A lot has happened in the markets over the past month! Our Chief Investment Officer, Paul Fouché, provides some valuable insights for the accompanying graphs.
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Our Two Cents: The Holding Period Decline

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In this article, we discuss the average holding period of South African equities since 1975 and the effects that a short investment horizon may have on expected returns.
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Our Two Cents: The Economic Cycle

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As our first article of 2023, we take a look at where we are in the economic cycle going into the new year and consider how this may affect investors.
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Our Two Cents: The Value of Dividends

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This article focuses on the value of dividends over the long run and how holding to collect these dividends helps investors more than attempting to time the market.
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