With global markets still reeling from the historic rise in interest rates, this has been called “The Great Unwind” as the world (especially developed markets like the US and Europe) moved from “Free Money” through the fastest rise in interest rates in recent history. This has led to a global fall in asset prices across...
Phillip is a multiple Raging Bull winner and has a longstanding relationship with Richard Sharp (MD of Heritage Wealth Partners), he is head of investments for Portfoliometrix and manages the Dynamic Income Fund. At present Phillip looks after anything from 25%-35% of our total AUM (assets under management) depending on market conditions. We are fortunate...
This month we have asked AnBro Capital for their perspective on stock picking in the current market environment. We are truly grateful to enjoy a very close working relationship with our various Asset Managers and the Chief Investment Officer at AnBro (Craig Antonie) has prepared a special note for Heritage Wealth Partners clients. The shift...
Sometimes, quarterly reports are as green as a hippie’s pocket lining. Share prices are heading to the top right of the chart and so is the wealth of our clients. Most client calls are positive and based on adding to successful and growing accounts. Market cycles are unfortunately a reality, so all good things...
It’s time to shine at your next Braai! I felt that this is the most appropriate name for this article for multiple reasons. Many of the conversations around me are about the current uncertainty. Vaccines and Covid are no longer the talk of the town. It was replaced with inflation, recession, and the Crypto Crash...
As regular readers of this blog will know, our approach at Heritage Wealth Partners is to look globally for the best investment opportunities for our clients. Although South Africa has much to offer from a lifestyle perspective, it makes the most sense to give your money a passport. The reality is that the most exciting...
2021’s market performance has been tame relative to 2020. That’s unfortunately how this investment game works: no two years are the same. The South Africa market has had a solid year, as emerging markets played catch-up and many of our unloved small- and mid-cap stocks finally received some crumbs off the edge of the table....
Terms like “stimulus” and “tapering” are often thrown around in the financial press. Understanding what they mean is helpful, because the past year in the market has been dominated by stimulus and the next couple of years may well be dominated by tapering. Or not, if Fed Chair Jerome Powell never switches the money printer...
At Heritage Wealth Partners, we are committed to being lifelong students of the markets. There’s always something to learn and there is nothing more enjoyable than an illuminating discussion with market experts. A few weeks ago, we wrote on the topic of China. You can read the full article here. A quick summary is as...
The topic of emigration probably had a seat at every middle-class and affluent dinner table in the past two weeks. As South Africans watched the news in horror, many would’ve considered emigration for the first time and others would’ve made the decision to pack their bags. For those who have made that final decision, we...
