What is good for emerging markets is good for the rand, SA equities

2018-11-09 20:42

Emerging markets have underperformed significantly since the start of the year, despite an economic backdrop that is supportive of emerging market equities. According to to Overberg Asset Management, this seems unreasonable.

OAM report: Mboweni's priority will be fiscal prudence

2018-10-23 19:44

Finance Minister Tito Mboweni, set to deliver his first Medium Term Budget Policy Statement, is unlikely to deviate from the budget projections made in February, says Overberg Asset Management.

Why a diversified investment portfolio is key

2018-10-11 12:20

Asset managers have differing views on the subject, but they all agree on one thing: investments should never be restricted to a single currency.

Recession 'very shallow and not likely to persist' - analysts

2018-09-11 16:38

Analysts at Overberg Asset Management say the recession will likely not persist into the third quarter of the year.

Gold loses its lustre as demand decreases

2018-08-28 20:00

Gold is perceived as a safe-haven asset but over the past four months the bullion price dropped steadily, losing around 12%.

Bonds vs. equities: What value do they add to an investment portfolio?

2018-08-07 19:40

Asset managers often disagree, but they agree on one thing: Investors must invest over the long-term.

Positive outlook for SA, but JSE still disappoints

2018-07-05 15:18

The JSE has suffered a torrid four years, with more than half the investable shares on the market dropping by 18% or more and of these almost a fifth fell by over 50%.

Asset managers: Investing strategies, expectations and fees

2018-06-08 15:51

Asset Managers go through a vigorous process before investing in a share or asset. Kirk Swart of Overberg Asset Management looks at the different strategies used.

Foreign investors remain firm believers in SA New Dawn

2018-05-15 21:09

Despite global investor unease over emerging markets generally, foreign investors remain firm believers in South Africa’s New Dawn, says Overberg Asset Management.

Land reform a dampener on SA markets, should we be worried?

2018-04-25 11:03

The ANC’s resolution to support the expropriation of land without compensation has cast a shadow across SA’s markets, denting the euphoria that swept the country in the first days of Cyril Ramaphosa’s presidency.


Hope springs for SA economy after positive mood at investment summit

2018-11-01 20:39

The mood at the investment conference has been positive, reminiscent of the halcyon days under Thabo Mbeki’s presidency when the economy grew over 5% per annum, according to Overberg Asset Management.

Trade war: Biggest risk to global financial markets

2018-10-17 21:21

As the most liquid emerging market, our currency, equities and bonds ebb and flow in tune with global markets, this begs the question, what is driving global markets?

Rand will be stronger if SA Reserve Bank resists the urge to hike rates

2018-09-20 14:37

Any attempt to shore-up the rand by hiking interest rates would probably backfire, leading instead to a weakening in the currency, says Overberg Asset Management.

How to focus on the economics that matter when investing

2018-09-07 22:05

Werner Erasmus of Overberg Asset Management takes investors through the most important economic information investors need to focus on, and what data can be safely ignored.

Turbulent rand no indication of economic outlook

2018-08-21 16:45

Blame for the rand’s sharp decline over the past month lies squarely with the Turkish lira, and risk aversion caused by the currency crisis weighed on all emerging market currencies.

Ramaphoria makes way for growing impatience as ANC support strengthens

2018-08-02 17:58

Ramaphoria, which followed the first few weeks of Cyril Ramaphosa’s presidency, has made way for a growing sense of impatience - and concern that he lacks the authority to push through his reform agenda.

The tide may be turning for SA construction sector

2018-06-20 16:39

After showing little to no growth for 10 years, compelling value in the building and construction sector is attracting the attentions of seasoned global peers and institutional investors.

Small-cap stocks remain winners on JSE

2018-05-30 16:21

Overberg Asset Management looks at the benefits of smaller-cap stocks.

SA presents 'exceptional' investment opportunity, says asset manager

2018-05-09 13:00

The combination of falling equity prices and a dramatic improvement in the economic outlook presents an exceptional investment opportunity, says Overberg Asset Management in its weekly overview.

The difference between and Capitec and Steinhoff? A healthy balance sheet

2018-04-18 17:36

When dark clouds appeared, Steinhoff was brought down by a weak balance sheet. Capitec on the other hand, despite negative reporting from Viceroy, held its own.

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