With our teams’ combined decades of experience and skills, we’ve managed to build up a considerable wealth of knowledge about the world of investing.
Read about some of the insights we’ve gained and how we put our expertise to meaningful use.
27 Oct 2021
Medium term policy needs reframing
22 Sep 2021
High returns see funds flow
11 Aug 2021
Webinar: Power Hour
5 Aug 2021
Webinar: Greater degrees of freedom
Watch the webinars as Lourens Pretorius discusses unconstrained yield curve strategies with a fixed income hedge fund and Jonathan du Toit discusses greater degrees of freedom with a long/short equity hedge fund.
5 Aug 2021
Greater degrees of freedom
The ability of hedge funds to produce consistent, positive and excess returns is a product of them having less constrained opportunity sets than long-only funds.
“Even more important is the correlation of returns. The correlation to equity is negligible, and the correlation to the bond market is not significant. This is a strong reason arguing in favour of the inclusion of relevant hedge funds into an investment portfolio to get the diversification benefit.”
13 Jul 2021
Income funds vs bond funds
As you’d expect, the higher duration bond funds carry greater potential for capital gains and losses. Asset allocators, whose clients have a low ability and willingness to take risk, might choose to avoid bond funds on this basis.
23 Jun 2021
Delivering certainty through consistency
To manage an absolute return mandate, the real return objective is the primary goal. “When we construct a portfolio, and when we think of return drivers, we look at how to attain the absolute return with the highest certainty and lowest tail risk, and we tend to veer towards overweight where such a return driver meets the return objective when the distribution of risk around that is acceptable,” says Amplify SCI* Amplify SCI* Defensive Balanced Fund and Amplify SCI* Absolute Fund manager Lourens Pretorius of Matrix Fund Managers.
22 Jun 2021
Webinar: delivering certainty through consistency
Volatility across various asset classes has made for a thrilling 2021. Locally we’ve seen a strong rebound in risk assets over the short term leading to high levels of optimism. However, growing wealth or enjoying one’s retirement savings means enduring a longer timeframe so how can one ensure, with certainty, that your investments are working for you regardless of the market cycle or direction?
9 Jun 2021
Webinar: Value revival – is there value in value?
The long-awaited rotation from growth to value has arrived. Many market participants believe it to be a longer-term rebalancing within the equity market due to a massive dislocation between the two styles. However, it begs the question if there is still return potential in the value component of the market, will it be coming out of growth or is it a mix of the two?