by David Case | Feb 10, 2023 | Uncategorized
THE IMPACT OF ARTIFICIAL INTELLIGENCE ON FINANCIAL SERVICES I was sitting in a presentation last week by a well-known South African asset manager and a lot of the light hearted comments revolved around the recently launched ChatGPT. ChatGPT is a chatbot which...
by David Case | Nov 15, 2022 | Uncategorized
PASSIVE PERFORMANCE THROUGH THE BEAR MARKET It is commonly accepted knowledge around the world that we have seen a sustained period of outperformance by passive investment solutions when compared to their active management counterparts. In the latest SPIVA scorecard...
by David Case | Jul 29, 2022 | Financial, Insights
One of our non-negotiables when assessing an ETF is liquidity. This is a cornerstone of our selection process and is mentioned in all our marketing material and our presentations. In this Insights article we will look at why liquidity matters and then how ETFs...
by David Case | Jul 1, 2022 | Financial
Insights EXCHANGE TRADED FUNDS – THE JUNE 2022 UPDATE In our first face to face presentation of the year we looked at the current situation within the ETF universe and demonstrated the huge flows that are going into this low cost structure. We provide...
by David Case | Apr 22, 2022 | Financial, Insights
SEPARATING THE INDEX FROM THE ETF Like almost everything in these modern times the financial industry is awash with acronyms. The shortening of titles to just a few capital letters can get very confusing and often results in the reader lumping everything together in...
