While the JSE has had a good run in recent weeks, the market has begun pulling back on news that the US government might lay off 1mn government workers temporarily without pay. The current instability in the US, could provide investors with an attractive entry. We hold firm on our view of investing in the …
16 September 2013 The Fed announces a program of tapering its bond purchases at the conclusion to this Tuesday/Wednesday’s meeting. This remains the most important even of the month and arguably the year. In current market conditions, the longer term Capital Accumulators and Capital Escalators, remain attractive investment vehicles to gain equity exposure. Coupling the …
In our view the highest probability trade would be the medium to longer term PII Resi. There is a clear demand for large cap resource stocks right now, most likely because they’ve been so beaten down for so long. The general market remains vulnerable right now, but the overall strategy is to be buying on …
