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Steyn Capital Management

Burning tire

A failing state?

As South Africans, we tend to forget that our history is filled with apparent existential crises. To gain a better perspective on the current situation, it is valuable to take a look into the past, says Wallace Barnes CA(SA), Analyst, Steyn Capital Management
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Disciplined hedging practices

Kim Zietsman, Head of SA Business Development and Marketing at Laurium Capital, explores diversification, alpha and risk management.

What’s in it for you?

Why the Total Portfolio Approach is suddenly everywhere – and what it means for you.

The call is coming from inside the house

“The call is coming from inside the house” suggests a threat or danger that comes from someone close, not an outsider. I am borrowing that phrase but with the opposite connotation: celebrating 25 years of excellence.

Emerging markets tech: bubble or structural growth cycle?

Tom Wilson (Head of Emerging Market Equities at Schroders) writes that, while IT earnings momentum is strong, valuations and expectations are extended and forecast risk is high.

Personal advice needs a platform experience to match

Kapil Joshi, MD of Strategy and Proposition at Momentum Wealth, reminds us that financial advisers have always understood a simple truth: no two clients are the same.
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