Category: Articles

  “When the tide goes out…….” Surprises. By definition, unexpected. Unforeseen. The first quarter of 2023 had more than its fair share of surprises. The equity rally that started in October last year, hit a… Continue reading A fragile macro-economic environment characterized by high interest rates

    As Differential Capital’s Quarterly Review for Q2 highlights, loadshedding has become a massive pain point for government, corporates and households alike. It is undoubtedly having an impact on overall economic output, but also… Continue reading Loadshedding’s biggest impact: lower business confidence

  As Differential Capital’s quarterly review shows, the performance of retail sector stocks has been varied this year. As a whole, the sector, which includes food and clothing retailers, underperformed the benchmark. However, food retailers… Continue reading Food retailers offer refuge from inflation storm.

Manage your costs, and you’ll maximise your returns. Everybody in the investment industry knows this. The more fees an asset manager charges, the less goes back to the investor. Even where differences in fees appear… Continue reading How Automation Drives Lower Costs and Better Returns for Investors

  When there’s blood on the streets, buy. It’s a market of stocks, not a stock market. The trend is your friend, until it’s not. Sell the rumour, buy the fact. Be a long-term investor,… Continue reading Want to beat your benchmarks? There’s a machine for that.