Blogs &News Updates

Berkley Group, one of the UK’s largest home builders, recently announced that the number of new homes being built in London could halve in the coming years because of these rising costs. With a lack of new supply entering the market, competition for existing space may intensify, enabling landlords to take advantage as supply and demand dynamics shift across sub-sectors.

To deliver successful returns for shareholders, it is essential that companies are willing to put shareholder capital at risk, invest in the future and take bold decisions.

The landscape for emerging market opportunties exists but it is worth repeating that starting valuations matter, but only with a strong emphasis on future long-term returns.

James Penny, CIO of TAM Asset Management provides his thoughts and updates on how TAM portfolios have fared during the recent market turbulence and how TAM portfolios are positioned going forward.

Looking at markets right now feels like we may have slipped into some sort of upside down alternative dimension...

There is often a level of expectation placed upon investment fund managers to fully understand everything that is going on and, worse still, to have Sage like skills in predicting the future.

In South Africa the central bank has relaxed overseas investment limits. South Africans and all investors should question the risks that come with a portfolio invested overseas, and how best to manage them.

After the first 50bps interest rate rise by the Fed in over 20 years (with more to come) and the announcement of quantitative tightening starting in June, there is no doubt that the Fed is getting serious about containing inflation.

Sporting events often bring people together and teach us the importance of values and hard work. If we look at successful sports teams or individuals, there are lots of similarities that can be drawn between them and professional investors.