Both individual and institutional investors are well advised to hedge their portfolios.
Stage set for strong bull market in risk assets, with uptick in global outlook as pressure mounts to ease lockdowns
Home prices will be under severe strain in the coming months or longer, before recovering
Naturally, the big question is how much of the bad news that caused the current risk-off cycle are already priced into the preferred risk-off assets.
Eskom’s financial reports indicate that it has entered the debt “death cross” where total debt exceeds shareholders’ interest … writes Ryk de Klerk.
Retailers and wholesalers on the JSE have been clobbered since their respective 2018 financial results, writes Ryk de Klerk.
It is evident that a major turnaround strategy started to pay off for the Sarb Group since 2014 … writes Ryk de Klerk.
times require desperate, and yes, unpopular measures such as a tightening of exchange controls and introduction of new prescribed assets.
If not for the R750m Lebashe capital injection, the company would have got cross of death, writes Ryk de Klerk.
Could the PIC be a hidden gem in the South African government?s pocket, despite the controversies surrounding governance?
Smart money seeks refuge in gold and global bonds during downswings
My analysis indicates that company was not of high quality at all writes Ryk de Klerk.
For many years Woolies was a blue chip that featured in most investment funds and tended to trade at a premium to the market.
OPINION: Will he surprise us pleasantly, or will he come empty-handed and punish us further?
OPINION: Critical to get the inflation rate closer to 4. 5% from nearly 5% to avoid further de-ratings … writes Ryk de Klerk.
But, yes, gold also carries downside risks caused by factors such as a rampant US dollar … writes Ryk de Klerk.
Global equity market is in no man’s land and the outlook is highly uncertain… writes Ryk de Klerk.
Since the beginning of October developed market equities as measured by the MSCI World Index in dollars by Monday was down by 6%… writes Ryk de Klerk.
EMERGING markets find themselves in their winters of discontent… If Trump goes, the stock market could haemorrhage investors… writes Ryk de Klerk.
Make sure you can stomach the impact on your cash flow should lending rates jump
Things could still deteriorate before they get better in SA… writes Ryk de Klerk
The University of Michigan’s consumer sentiment index in August fell by 2. 7 percent to the lowest level in 11 months… writes Ryk de Klerk.
Listed properties are seen as hybrids between long-term fixed instruments and equities.
Although the Bitcoin tanked by more than 50percent, its exchange rate is still eight times higher than at the beginning of last year, writes Ryk de Klerk.
You are probably musing whether your assets will give you the ideal return for the level of risk you are prepared to take, writes Ryk de Klerk.