Market hits Transaction Capital despite solid results where WBC sparkles, grows 66%
Transaction Capital’s share price fell 5% despite a 24% earnings rise and a 35% hike in the dividend payment.
Asset Management
Hedging against sequence risk and volatility
To better understand how the 36ONE Hedge Funds can help minimize sequence of returns risk and volatility, let’s examine two scenarios.
Understanding the hedge fund industry in South Africa
While the American hedge fund industry is over $4.5trn in size, the South African hedge fund industry is only around 0.1% of the size at just over $6bn.
Winning both ways – 36ONE’s Cy Jacobs on the genius of Hedge Funds for retail investors
When co-founding 36ONE almost two decades ago, top SA money manager Cy Jacobs used the opportunity to launch a long/short hedge fund.
A whole lot of WATA as META hits the verse skids – Sean Peche
Sean Peche of Ranmore Funds says he sees neither pricing or power in Meta’s latest figures.
No ‘Red Swan’, just lots of red herrings – Peche
Sean Peche writes that the risks have been “hiding in plain sight” for years, but unfortunately, companies and many fund managers ignored them
Foreign investors are heading for the hills – Magnus Heystek
Foreign investors are also very alert to the upcoming issue of “greylisting”. The media seems to suggest it’s not a big issue.
Meta hopes to run a leaner operation amid drop in advertising revenue and competition with TikTok
Zuckerberg’s efforts to remake Meta is taking on a new sense of urgency after the company posted its first-ever quarter of falling sales.
Why today’s Wall Street buyers are on the money: US inflation had peaked, will fall to just 2% next year – Kevin Lings
Kevin Lings delivers a masterclass on why interest rates have been rising – and explains why inflation globally will soon start to fall.
FOMO is real – avoid it at all investment cost
How can the ordinary investors, the people on the street, called ‘retail investors’ by professionals, navigate these turbulent times?