Ghost Stories
GHOST STORIES: Does Factor Investing Work?
Factor investing takes ETFs to the next level. Instead of tracking a stock index (like the JSE Top 40), these ETFs have a set of rules based on investment fundamentals like valuation multiples or even levels of debt. The sky is the limit with the creativity that goes into these factors, but do they actually work?
Satrix
SATRIX: Key market themes locally and abroad
There are many sources of risk that might concern investors currently – making the case for diversification as strong today as it ever was. Satrix highlights some of these risks and the opportunities they present.
Satrix
Index-tracking balances costs and returns in high-fee markets
Satrix explains the benefits of index tracking and how it balances costs and returns for investors.
In Case you missed it
Declutter and Spring-Clean Your Portfolio
Spring is the time of year to clean out those cupboards and figure out what you don't need anymore. Your portfolio is no different, as discussed in this piece by Satrix.
Satrix
Unlocking the true value of Tax-Free Savings Accounts for South Africans
Duma Mxenge of Satrix provides a number of excellent reasons why TFSAs should be a cornerstone of saving strategies for South Africans. He also makes the very important point that they should be for investing, not saving.
Satrix
Offshore Equity Markets Soar: A Strong First Half of 2024
Although everyone is talking about this market sell-off and where it could go, the build-up to the volatility in the markets was a strong first half of the year. Siyabulela Nomoyi of Satrix reminds us of the journey the markets took us on for the first six months of 2024.
Ghost Stories
Ghost Stories #43: Market optimism and investment strategies in post-election South Africa (with Nico Katzke)
In this excellent discussion with Nico Katzke, Head of Portfolio Solutions at Satrix Investments, we talked about a range of topics that are of great relevance to South African investors, like market optimism and equity strategies as well as how the carry trade protects the rand.
Satrix
Satrix July Newsletter | Double-Digit Gains in First Half of 2024
The Satrix July newsletter is an around-the-world update on the big moves for the first six months of the year. Offshore has been the relative winner, but what will the second half hold?
