[TOP STORY] SA Reits on fire: Another excellent year
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Ian Anderson from Merchant West Investments notes: ‘A lot of it is driven by declining interest rates and lower borrowing costs.’
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[TOP STORY] Does economic data matter at all in the current market?
Jameel Ahmad from GTCFX notes: ‘This is the first year I’ve known where headlines have driven the market’.
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[TOP STORY] What really drives returns on the JSE?
‘I think genuine diversification really comes from holding different sources of return, not simply focusing on sector labels’ – Chetan Ramlall, portfolio manager, STANLIB Asset Management.