JSE Direct with Simon Brown

Podcast: Goals, processes and habits

Simon BrownJSE Direct, Latest

Simon Shares October was a decent month for the Top40, adding almost 3% and now 9.5% year-to-date excluding dividends. Moody's makes us negative but not junk and the ZAR soars. Finance minister, Tito Mboweni, says government 'not considering' the idea of prescribed assets. https://www.businesslive.co.za/bd/national/2019-11-05-treasury-not-considering-prescribed-assets-mboweni-says/ The Shoprite* (JSE code: SHP) update what was way more interesting ...
JSE Direct with Simon Brown

Podcast: CoreShares yield focused property ETF

Simon BrownJSE Direct, Latest

Yield focused ETF from CoreShares (CSPROP) CoreShares has merged their PTXSPY ETF into PTXTEN and now converted it into CSPROP. CSPROP is a new property ETF that has yield as 75% of the weighting adding lower volatility, diversity and yield to the ETF. Simon chats to Chris Rule about the new ETF, why the changes ...
JSE Direct with Simon Brown

Podcast: Managed volatility ETFs

Simon BrownJSE Direct, Latest

Sponsored by Index and Structured Solutions, Absa CIB Simon Shares US yield curves have inverted across the range. Shorter term rates are higher then longer-term rates. Now every recession has been proceeded by a yield curve inversion. But not every yield curve inversion has been followed by a recession. So maybe it's warning us or ...
The Fat Wallet Show with Kristia van Heerden

Podcast: If not equities, what?

Kristia van HeerdenLatest, The Fat Wallet

We can all assume the chief economist at Stanlib knows a thing or two about the world. Imagine my alarm when I read he thinks we need to fall out of love with equities. Thankfully the headline was just clickbait and Kevin Lings said nothing about Bitcoin. If you let yourself read beyond the headline ...
JSE Direct with Simon Brown

Podcast: Equal weight needs your vote to be SMART

Simon BrownJSE Direct, Latest

Making the CSEW40 SMART The CoreShares Equal Weight Top40 ETF (JSE code: CSEW40) has long been a favourite of mine, but now CoreShares want to change the ETF to a multi factor ETF under the code SMART. Those factors are; Value (portfolios of cheap shares outperform portfolios of expensive shares) Momentum (portfolios of recent share ...
ETF blog logo

ETF: Understanding the Ashburton Inflation ETF

Kristia van HeerdenETF Blog, Latest

South African household budgets are straining under rising costs in an exceptionally unpredictable market. Bonds are a safe and easy way for cash-strapped investors to protect their money from inflation and volatility. This week, we see what the Ashburton Inflation ETF has to offer. As we explain here, governments use bonds to borrow money from ...