by Megan Aylward | Jun 23, 2025 | Insights, Uncategorized
Alternatives to Cash Market Context & Investor Challenges Many clients today hesitate to invest due to market volatility and keep excess cash on hand. But with interest rates now meaningfully higher than in recent years, holding cash no longer means settling for...
by David Case | May 22, 2025 | Insights, Uncategorized
The Difficulty of Remaining on Top S&P Dow Jones Indices are market leaders in research and most people will be familiar with their SPIVA Scorecards which they release twice a year. SPIVA is an acronym for S&P Indices versus Active and the scorecard measures...
by David Case | Jul 18, 2024 | Insights, Uncategorized
Small gains result in large gains Since the launch of the S&P500 in March 1957 we have seen the index continually climb to the current levels near the all-time high of 5 600 points. The S&P 500 is a market capitalisation weighted index of the 500 largest...
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 | Feb 9, 2022 | Uncategorized
This past year has all been about records for the ETF industry. The exponential growth trajectory of the industry continued, as investors moved to using ETFs as their default investment structure. A lot has been written in the press about the success of the ETF...
