10 Sep 2018

We highlight the below points in our attached newsletter: Equity investors expect volatility European active management hold a low success rate US Fund Flows:  passive continues to grow market share 201809 Monthly Newsletter...

10 Aug 2018

We highlight the below points in our attached newsletter: The strong $ and strong US equity market trend continued in August Fund Flows: passive continues to increase market share 201808 Monthly Newsletter...

10 Jul 2018

We highlight the below points in our attached newsletter: US mutual fund and ETF asset flows highlights the cautious sentiment of investors Beware of Market Timing Investors are rewarded for staying invested 201807 Monthly Newsletter...

10 May 2018

We highlight two points in our attached newsletter: The two key drivers of equity markets in the long term: growth and interest rates Equities should be invested for the long run Investors should expect volatility in equity markets. 201805 Monthly Newsletter...

10 Feb 2018

We highlight the below points in our attached newsletter: Where are investment markets heading, up or down? Global ETFs reach $5trn Another lesson from Warren Buffet 201802 Monthly Newsletter USD...

10 Jan 2018

We highlight the below points in our attached newsletter: Sick to a long-term investment plan The global trend to passive continues Warren Buffet won the ten-year bet 201801 Monthly Newsletter ...

01 Feb 2017

There were strong relative flows to passive: In the US mutual fund (unit trust) and ETF savings pool, net flows in 2016 were $340bn out of active and $505bn into passive. Even more dramatic is the story for equity funds since 2008; investors have invested $1.3trn into passive equity funds and withdrawn $0.9trn from active equity funds. That’s a $2.2trn switch in investment style ove...

01 Feb 2017

We are pleased to let you know that we have launched three global Rand-based unit trusts with Prescient Management Company. Now our low-cost global investment style is accessible to retail clients and we are in discussion to have them listed on the main LISP platforms. We have three funds: Stylo Global Equity Prescient FOF Stylo Global Bond Prescient FOF Stylo Global Real E...

19 Jan 2017

I believe we add significant value to you, the adviser. We evaluate the thousands of  ETFs available and select ones we believe are most appropriate for each asset class or sub-asset class. We then build risk profiled solutions using these ETFs. We have three model portfolios: Growth: High Equity (75% equity target) Balanced: Medium Equity (50% equity target) Conservative: Low...

19 Jan 2017

Global ETF assets under management are now $3.5trn. Large institutional clients are expected to allocate more money to ETFs with a survey result forecasting that the market will double in the next five years. Retail flows in the US mutual fund and ETF industry have once again maintained the strong trend to low-cost funds. Morningstar estimates annual flows (to end April 2016): A...