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This article explores the unrealistic valuations that some popular stocks achieve on the back of growth narratives and explores whether these valuations can be justified.

Global rally, easing inflation, strong rand—broad gains across asset classes.

South African bonds have been a great investment over the past year. This article shows how SA bonds can continue to add value in a portfolio and play an important role in diversification

In this article, we explore how investors should not fear market downturns, but see them as opportunities for better future returns.

In today's climate of elevated valuations across multiple metrics - be it price-to-earnings ratios, CAPE ratios, price-to-book values, or equity risk premiums - the market certainly appears expensive. Many respected figures in finance, from Jeremy Grantham to Warren Buffett, have pointed out that certain sectors of the market have become extremely overvalued. This situation underscores a crucial point for fund managers: navigating the current environment requires a disciplined approach to thinking and decision-making.

Market pullbacks, although normal, can be very stressful for investors. This article explores why and shows why its best to ignore the noise and stick to your strategy.

Markets navigated political noise globally while offshore bonds offered some protection