It’s been a tough 2023 and we wrap the year with Simon Brown looking forward to 2024 and where the money will be made. He checks in on last years predictions and makes new bold ones for 2024.
Introducing the High Street Asset Management AMCs (innovative offshore tech and yield focus)
We dig into the two High Street Asset Management JSE listed Actively Managed Certificates (AMCs); High Street Offshore Yielding and the High Street Wealth Warriors.
REITs remain cheap and unloved, so where’s the opportunity
Listed property, REITs, have had another tough year even as LTVs are reducing, distributions stable or rising and NAV discounts increasing. Ahmed Motara from STANLIB reviews both local and offshore opportunities.
Invest in Unicorns and Brands for superior growth
AnBro Capital Investments presents this Power Hour detailing their investment thesis as they look for quality brands with superior cash flow. They also detail their Unicorn and Dynamic Compound portfolios.
Invest into offshore small caps on the JSE via AMCs
Unum Capital and Integral Asset Management have listed two Actively Managed Certificates (AMCs) covering local and offshore small caps.
AI is the future, where to invest?
The recent hype around Artificial Intelligence (AI) has seen some stocks soaring. Viv Govender goes into detail on the future of AI and potential investments.
Everything Stokvels and investment clubs
Investing as a group via either a stokvel or investment club has several benefits as you’re able to pool money and expertise while learning and having fun along the way.
Opportunities in JSE listed SA Inc. shares
Markets are tough right now with high rates and inflation and low growth coupled with load shedding. Jimmy Moyaha goes hunting for opportunities even as he fully appreciates the current headwinds.
Introducing the CoreShares Income ETF, the first active ETF on the JSE
Chris Rule and Chris Eddy detail the new CoreShares by 10x INCOME ETF. This new active ETF is designed to provide solid income. It trades on the JSE and will be allowed in tax-free accounts.
ETFs: Digging into efficiencies, tracking, trends and more
Kingsley Williams, Satrix CIO, presents on trends in the local and global ETF industry. He also covers tracking errors, unit trusts vs. ETF, costs and offshore dividend tax.