Wednesday, January 1, 2025

Simple, but Effective, Investing

Nico Katzke of Satrix highlights five important features of diversification to keep in mind when investing.

Why rules-based funds will continue to dominate future flows

The Satrix Balanced Index Fund has just turned ten. Over this decade, the fund’s consistent performance demonstrates why rules-based or indexed balanced funds are dominating their category.

Global megatrends shaping the ETFs of the future

Satrix’s CIO, Kingsley Williams has done some future-gazing to see what might be next for this innovation in investing that has fundamentally impacted the landscape.

The ETF revolution: A global boom

In recent years, the global investment landscape has experienced an unprecedented surge in the popularity of Exchange-Traded Funds (ETFs). These financial instruments, once considered a niche product, have now become a dominant force in the investment world

The Slow Simunye: Are the Benchmarks Finally Becoming One?

This short article describes the coming index harmonisation for the FTSE/JSE SWIX (Shareholder Weighted Index) and ALSI (All Share Index) methodologies in March 2024.

Rucking up the returns: investor insights inspired by rugby coaches

With strategies, tactics and game plans in the news, now is a good time to take a lead from rugby coaching staff in your investment journey.

Ghost Stories #20: Dividends – Delights and Dangers with Nico Katzke (Head of Portfolio Solutions at Satrix)

Dividends tend to get a lot of respect among investors. Is this warranted? Are they always worth celebrating, or is this just shuffling money around? In this in-depth discussion with Nico Katzke, we unpacked this topic.

Factoring in Styles in Smart Portfolios: Demystifying Quantitative Portfolios

Factor investing. Style investing. Smart beta. Quantitative index portfolios. Different names, but with the same simple idea. Nico Katzke of Satrix explains.
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