News by tag: Equity

11.10.2017

The success of RAIFs, Casa4funds explains its next goals

The new developments in the pipeline for Casa4Funds

 
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05.09.2017

Why value matters in a growth-obsessed world

Growth stocks have been outperforming their value counterparts for quite some time now. Rapidly expanding technology companies have been at the forefront of this trend, but we think it could be starting to reverse, at least partly.

 
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22.08.2017

Unlocking South Africa’s potential

The optimists noted strong and honest leadership, rule of law, business structures that bore scrutiny against the best in the world, allied with a global political elite that was willing the new South Africa to succeed.

 
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22.08.2017

Debt-to-Equity Ratio: the past, the present and the “new normal”?

A number of reports have come out over the last few years which put forward the view that investors will have to come to terms with lower returns going forward than they are used to from the past several decades.

 
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24.05.2017

S&P P/E Ratio 25.19X

The current so-called recovery is in its 95th month and is the second-longest one on record, the longest being 118 months. The present S&P P/E ratio is very high and makes one think of 1929 and 2000.

 
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08.05.2017

Mr. Market

After so many years of loose monetary policy we might face the unintended consequences of huge misallocations of capital.

 
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05.05.2017

What lies ahead for income investors?

For those that invest with the aim of generating an income, the last year provided a unique set of challenges.

 
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03.02.2017

The Real Risk Of High Yields

Dealing with the risk of high yields

 
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20.12.2016

Equities are a real asset class

Don’t forget equities are a real asset class, and ultimately they are likely to benefit from a reflation regime

 
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15.12.2016

Opportunities in high yield: What makes the global high-yield asset class an attractive longterm investment?

Since 1987, the high yield sector has generally produced healthy risk-adjusted returns, striking a good balance between return and risk. With almost 30 years of proof of concept, the US high yield sector (as represented by the BofA Merrill Lynch US High Yield Constrained Index) has provided over 80% of the upside and less than 60% of the downside when compared to equities (as represented by the S&P 500 Index).B As such, high yield remains a strong diversifier within an investor’s portfolio for those who can tolerate the risk. When we consider the expanded opportunity set in the global high-yield market, we think an investor can gain considerable advantages.

 
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