Jeremy Gardiner of Investec Asset Management looks at the turbulance ahead and what investors should be doing
A simple A to Z of what lies ahead for 2011.
The latest Asisa stats show that investors are uncertain about the recovery and they are making emotional investment decisions.
Jeremy Gardiner makes the case for investing offshore.
From China’s scramble for resources on the African continent and the loss in value of the dollar to emerging markets, the high gold price, interest rates and inflation, Jeremy…
I had a debate with a London-based journalist recently. "Explain to me," he said, "how it is that all we read about is the problems South Africa faces, yet your asset prices have…
Investors remain cursed by the trauma suffered during the "boom bust" economic years of apartheid, resulting in their adopting a too-cautious risk profile, says Jeremy Gardiner,…
For the optimists, 2006 was yet another triumphant year. Our optimistic prediction at the beginning of the year of a 25% return from South African equities proved still too…
We live in a volatile environment. Currency, stock-market and political volatility are all part and parcel of daily life in South Africa. Unfortunately — and understandably —…
Global (and in particular emerging) markets are currently in the throes of a necessary but painful breather. The relentless pace that saw most markets recover significantly from…
At the beginning of the year we said that we were pro equities — not because we were necessarily bullish, but because the environment at the time of low inflation and low…
The first quarter of 2006 has seen the South African market once again setting a blistering pace. Despite the massive 195% that the JSE is up after the lows of March 2003, the…
A month ago, South African investors were exuberant. Both the currency and the stock market, after years of remarkable strength, seemed bullet proof. Suddenly, however, we found…
From Africa, black economic empowerment, commodities and China to Jacob Zuma, exchange controls and volatility, Investec Asset Management director Jeremy Gardiner looks at 26…
