Uncertainty is the enemy

SA downgraded to “junk status” CONTRIBUTED BY Shawn Phillips, Research & Investment Analyst at Glacier by Sanlam A lot has been said in the media over the last few weeks regarding the possibility of whether South Africa (SA) would be downgraded to “junk status” by...

Weekly Report: 24 March 2020

IN THIS WEEK’S BOTTOM LINE CONTRIBUTED BY GIELIE FOURIE| OVERBERG ASSET MANAGEMENT Covid-19 is causing havoc on markets. Are we heading for a recession? Or a depression? What is the difference between a recession and a depression? How do you invest during these...

Weekly Report: 17 March 2020

IN THIS WEEK’S BOTTOM LINE CONTRIBUTED BY GIELIE FOURIE| OVERBERG ASSET MANAGEMENT The Coronavirus Disease 2019 (Covid-19), is impacting negatively on the world stock markets. It is a Black Swan event. Markets experienced one of the worst and most volatile times in...

Weekly Report: 10 March 2020

IN THIS WEEK’S BOTTOM LINE CONTRIBUTED BY NICK DOWNING| OVERBERG ASSET MANAGEMENT Global financial markets have gone into freefall as investors panic over the likely consequences of a global coronavirus pandemic. In the five trading days from the 14th-28th February,...

Weekly Report: 3 March 2020

IN THIS WEEK’S BOTTOM LINE CONTRIBUTED BY NICK DOWNING| OVERBERG ASSET MANAGEMENT While financial markets celebrated the business- and economy-friendly budget, posting gains the same afternoon of 6% or more in many of the bell-weather SA-Inc shares, a 10 basis point...