Saturday, December 20, 2025

Of inflation, interest rates and bear markets

Being bearish isn't a pleasant way to feel. The facts are the facts though and there are reasons to worry. What does a trip down memory lane with US rates and inflation teach us?

Securing portfolio stability during anxious times

While many investors bias their decisions towards higher returns and a search for alpha, diversification and the inclusion of lower risk options remain an important part of the mix.

Swimming in a sea of red

The short-term picture for the rand is concerning to say the least. The Fed press conference is critical.

Easy Does It Podcast: Cooking up a Great Portfolio with The Finance Ghost

In the Easy Does It podcast, I talked about how to cook up a great portfolio with DJ@Large. This two-part series is well worth a listen!

MultiChoice Group (MCG, or the group), Africa’s leading entertainment company, delivered steady margins for the year ended 31 March 2022 (FY22)

Reduced losses in the Rest of Africa (RoA), a rebound in advertising revenues and a continued focus on cost containment.

The Chinese GDP growth honeymoon is over

In this extraordinary piece, Chris Gilmour dishes out insights into China and why the GDP growth story may well be over.

Why start with a 13-week cash flow forecast?

A 13-week cash flow forecast gives the optimal balance between short-term decisions and medium-term planning.

A riddle, wrapped in a mystery, inside an enigma

Chris Gilmour explores the concept of gateway territories and the very real risk of Ukraine's wheat exports not leaving the country.
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