The High Price of Missing Out

Welcome back to another installment of Random Walk Theory. With winter now in full effect, I hope that all of you reading this are keeping warm and staying safe. It’s been a couple of weeks since my last post. I have been working on some new material but as with all good things, it doesContinue reading “The High Price of Missing Out”

South Africa: Showing Signs of a Recovery

Welcome back to another edition of Random Walk Theory. With the winter slowly kicking in, I hope that all of you have been keeping warm and enjoying the change in season. Once again, I’d like to send out a huge thank you to everyone who’s been sharing this site and interacting with the content. It’sContinue reading “South Africa: Showing Signs of a Recovery”

Macro Perspectives: What’s behind the Rand’s strong performance

Check out some interesting Macro Perspectives from Peter Brooke, Portfolio Manager from MacroSolutions. He shares some insights into what has driven the recent Rand strength and how we have been thinking about allocating money to South African assets vs Global assets

2021 Q1 Market Review: South African Equities find their Sparkle

Welcome back to another edition of Random Walk Theory. I’d like to take this opportunity to celebrate the fact that this is the 10th post on Random Walk Theory (I hope that you noticed). A small win, but a win I am proud of. Thanks to the readers who’ve been with me on this journeyContinue reading “2021 Q1 Market Review: South African Equities find their Sparkle”