Brandon Zietsman: ‘These things are often serendipitous’ "PMX is known for its emphasis on strategic asset allocation. If there are deviations from the... Read More
“Multiple” layers of fees and the foundations of nonsense In the latest edition of the Blue Chip Journal our CEO and CIO, Brandon Zietsman CFA CAIA, debunks... Read More
The DFM market is reaching saturation point with larger advisers: PortfolioMetrix In the first of a series of interviews with the business heads of local DFMs, Citywire speaks to... Read More
PortfolioMetrix launches new multi-asset funds The new unit trusts provide both Regulation 28 compliant and unconstrained options Read More
SA needs to ease the corona lockdown as decisively as it imposed it Policymakers must not give way to emotional diatribes built on pseudoscience, from both inside and... Read More
The COVID19 conundrum – when do we start easing measures? We understand the advantages of flattening the curve from a health care system perspective and have... Read More
Life under “social-distancing” and why it matters These last several days have been a challenge for my children as we enforced strict social... Read More
Progressive Investment Proposition There appears to be a lot of focus in the first half of this year on DFM’s and outsourcing parts of... Read More
Maintaining your composure in the face of COVID-19 Maintaining composure in turbulent markets is not easy. Doing so when events take us into... Read More
Robo no substitute for advice Six, seven years ago, a couple of fledgling “robo” firms with direct-to-client business models were... Read More
Fear and (Dys)functionality Who of us have not pondered acts of bravery and thought, “Would I have been able to do that?”... Read More
On South Africa’s energy crisis Fire is a critical tool in veld management. Even with healthy veld, a periodic burn helps to remove... Read More
Concerns about the Wisdom of the Collective* The last couple of years haven’t been a great ad for democracy. The Brexit and Trump phenomenon is... Read More
Quants and Quals in fund selection We have our brains and our hearts, the former being a complex organ capable of learning, computing... Read More
Special Report: The Problem with Cryptocurrencies Society has been abuzz with a slew of new jargon such as blockchain (originally block chain),... Read More
Avoiding the crash and burn of investing for performance Being custodians of your clients’ money carries much responsibility and, ultimately, it is... Read More
Trump as an antidote for Trumpism People who choose not to follow the news, domestically and globally, are missing out on the finest... Read More
Problem Number One and End-game Optionality Political developments over the last several days have us riveted and this will be true of your... Read More
Economic fallout of “Trumpism” and portfolio positioning We don’t really know what’ Trumpism’ means in any practical sense. The utterances of this... Read More
PortfolioMetrix Special Report - Trump, Brexit and the Demise of Openness The Trump victory has left educated people around the world dumbfounded and markets have swooned.... Read More
Of Quants and Quals We have our brains and our hearts, the former being a complex organ capable of learning, computing... Read More
Conviction - Blessing or Curse (or both)? I found myself pondering why “high-conviction” appears so prominently as a virtue in the marketing... Read More
