JSE
Is ESG coming to a home loan near you?
Sustainability-linked lending is a growing and fascinating space. Why are corporates and banks doing this and could it become a consumer banking product in years to come?
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.
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?
Ghost Bites Vol 30 (22)
Important updates from Novus, Capital & Counties, Glencore, BHP and others. There are also director dealings at Equites that you should read about.
Putting your money in Stor-Age
Stor-Age has been a dependable place to put your money over the craziness of the pandemic and subsequent market sell-off. The latest results show why.
Omnia: a special year
Omnia has comprehensively beaten the market this year. With cyclical exposures and a major fight with SARS, there’s much for investors to consider.
Ghost Bites Vol 31 (22)
Omnia, Stor-Age, City Lodge, MAS, Fortress, Gemfields – there are plenty of bites in here!
Absa gives us more banking insights
The banks have been excellent performers this year, though prices have come off recently. What does Absa’s update tell us about the sector?
The Fed shows its hand
Despite the public holidays, there’s been plenty going on. After a Fed hike and ECB emergency meeting, all eyes are on Powell’s Congress testimony on Wednesday.
Brait: bread, boets and (exchangeable) bonds
Brait is an investment holding company with fascinating underlying businesses. Many people are scratching around this group, deciding if there’s an opportunity here.