Consumer and Retail
Discretionary retailers on the JSE – Part 1
After covering non-discretionary retailers, Chris Gilmour now ventures into the discretionary retailers on the JSE, starting with Woolworths.
Sponsored
Some relief on inflation – or is there?
All eyes will be on speeches by Fed Chair Powell and ECB Chief Lagarde on Wednesday. EU inflation numbers are due this week. Watch out for related commodity and rand moves.
Consumer and Retail
JSE retailers – where is the value?
In this detailed piece, Chris Gilmour considers the non-discretionary retailers on the JSE and where investors might find value (or not).
Sponsored
The Fed shows its hand
Despite the public holidays, there's been plenty going on. After a Fed hike and ECB emergency meeting, all eyes are on Powell's Congress testimony on Wednesday.
Global
Of inflation, interest rates and bear markets
Being bearish isn't a pleasant way to feel. The facts are the facts though and there are reasons to worry. What does a trip down memory lane with US rates and inflation teach us?
Sponsored
Securing portfolio stability during anxious times
While many investors bias their decisions towards higher returns and a search for alpha, diversification and the inclusion of lower risk options remain an important part of the mix.
Sponsored
Swimming in a sea of red
The short-term picture for the rand is concerning to say the least. The Fed press conference is critical.
Global
Easy Does It Podcast: Cooking up a Great Portfolio with The Finance Ghost
In the Easy Does It podcast, I talked about how to cook up a great portfolio with DJ@Large. This two-part series is well worth a listen!
