Market Forces

  • 1 Oct 2010

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    When Do Dividends Matter?
    anemptytextlline
    I was invited to participate on a panel discussion on whether dividends matter at a recent industry gathering with several of my peers from other asset management companies. I always enjoy these discussions, particularly when there’s the prospect of vigorous debate. However, there are some misconceptions about dividends that deserve further discussion.
  • 1 Aug 2011

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    The Successes And Failures Of Local Companies Going Global
    anemptytextlline
    Successful capital allocation by management (part custodians of wealth creation) is the cornerstone of future wealth creation. Allocating capital to projects that exceed your cost of capital will ultimately create more value for shareholders (and result in the intrinsic value of a company increasing over time). In South Africa, we have had mixed results from management teams, some of whom have created enormous value for shareholders and others (sadly) who have destroyed an enormous amount of value. In this short piece, we examine some of the successes and some of the failures. Note: some of the failures have by no means been totally disastrous.
  • 1 May 2013

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    All You Need To Know About Quantitative Easing
    anemptytextlline
    The G7 gave Japan's QE programme the greenlight this weekend. Find out why the world's relying on them - and what's happened so far.
  • 28 Jul 2013

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    Events That Have Moved The Market Since 1960
    anemptytextlline
    We tend to get caught up in the day-to-day so why not take a step back and see what has really had an impact on the market since 1960?
  • 1 Nov 2013

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    8 Things You Didn't Know About SA Hedge Funds
    anemptytextlline
    They aren’t risky. They aren’t complicated. They aren’t run by cowboys.
  • 28 Apr 2014

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    SA On Fast Track To Hedge Fund Regulation
    anemptytextlline
    Treasury has finally published the long-awaited draft regulations for SA hedge funds on April 16, 2014.
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