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South African bonds have been on a generational run. But where did these returns come from, and were they the result of luck or skill? By Michael Badenhorst, Chief Investment Officer,
Independent Investment Solutions...
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Owning a basket of great businesses does not always lead to diversified outcomes. When many of those businesses depend on the same market conditions, portfolios can behave far more similarly than investors expect, writes Daneel de Villiers, Investment Analytics Analyst, Fundhouse....
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South African bonds have been on a generational run. But where did these returns come from, and were they the result of luck or skill? By Michael Badenhorst, Chief Investment Officer,
Independent Investment Solutions...
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