Articles by Vuyo Nogantshi
The state of the economy
In a recent Q&A-style webinar hosted by Allan Gray’s Vuyo Nogantshi, Allan Gray’s Sandy McGregor and the Reserve Bank’s Rashad Cassim and David Fowkes examin...
Choosing an investment manager
South African investors have access to a wide range of investment managers with different styles and areas of expertise. Narrowing down your options can be a...
Is the US headed for a market meltdown?
As the S&P 500 and Nasdaq seem set to continue to record new highs, some market analysts believe that the current raging US bull market may be in for a nasty...
Is your portfolio overly concentrated?
South Africa has a relatively small equities market with a handful of dominant shares, spread across a few sectors, which are available to invest in. This...
Skilled Investing: Separating the wheat from the chaff
The difference between skilled and lucky investment managers is that over extended periods, skill should prevail in delivering good investment outcomes, whil...