Now in its tenth year; predictions from Marc Ashton, Keith McLachlan and Simon Brown. Three predictions each and a call on Top40 and ZAR. Importantly first we mark last year’s calls.
An EV ETF that’s not all about Tesla
Electric vehicles (EVs) are the future even after the 2022 Tesla collapse. KARS is an ETF covering all aspects of EV production with a small weighting to Tesla.
I’m buying Zeda
Simon is buying Zeda after the unbundling and explains why, details on the business, risks and possible target price.
Ten insights from our 2022 user survey
Back in November we surveyed our users and got an awesome response. Here are our top ten insights into our users. Thank you to everybody who filled out the survey, it helps us immensely.
Best local ETFs for 2022 (smart beta & dividends rule)
The best performing JSE listed ETFs on the JSE in 2022. The list is dominated by; dividend focused, smart beta, bonds and cash which makes sense in a year of mostly modest returns at best.
Oil below $80, first time in 2022
Oil is below $80 for the first tie in 2022. This is on the back of no production changes from OPEC+ and a price cap on Russian oil. But if the cap works it’ll send oil higher, surely?
Worst local ETFs for 2022 (Tech, REITs and EMs)
A tough year for markets, especially offshore. We look at the worst-performing ETFs on the JSE and (try) offer hope for those holding.
Position your portfolio for 2023
Every year we end the year with a final Power Hour presented by Simon Brown as he looks forward to the year ahead. He also has a look back at what he said last year and what he got right, or wrong.
China zero-covid has failed, now what?
The Top40 closed green YTD but the bigger issue is the Chinese zero-covid policy which has absolutely failed. As the worlds second largest economy this is bad news.
Beating inflation with a short-term REIT ETF
Globally inflation is starting to retreat but it remains a long road back to target inflation levels. This US ETF focuses on short-term REIT rentals and as such benefits from the higher inflation.