- 2024
- 2023
- 2022
- 2021
- 2020
- 2019
- 2018
- 2017
- 2016
- 2015
- 2014
- 2013
- 2012
- 2011
- 2010
- 2009
- 2008
- 2007
- 2006
- 2005
- 2004
- 2003
- 2002
- 2001
- 2000
2009 Q3
Companies
South African banks - Not just a bad debt story
Record-high bad debts are currently weighing on the banking sector. Typically, an industry experiencing depressed profits due to cyclical factors is a good...
Local investing
The Balanced Fund celebrates 10 years
On 1 October 2009 Allan Gray celebrated the 10-year anniversary of the Balanced Fund. Excluding the money market funds, at just over R29bn it is now the...
Personal investing
The cost of too much choice
People are attracted to choice, but that does not mean that having more choice will lead to better decisions, or a better decision-making process. Research h...
Personal investing
The benefits and pitfalls of foreign diversification
Most South African investors looking to diversify will choose to include offshore assets in their portfolio. The trick is to select the right combination of...
2009 Q3 Comments from the chief operating officer
As I write, the JSE is more than double its March low when priced in US dollars. To justify the current stock market valuation on a PE multiple hovering...