The year 2020 marks the start of a new decade. It is also shaping up to be an interesting year for markets, with several new investment themes and trends emerging. In this post we outline some of the important themes and narratives that global investors are watching in 2020. Why…Read More
Articles by Richard Bowman
Richard Bowman is a writer at Catana Capital, analyst and investor based in Cape Town, South Africa. He has over 18 years’ experience in asset management, stockbroking, financial media and systematic trading. Richard combines fundamental, quantitative and technical analysis with a dash of common sense.
Like it or not, recessions are a part of the economic cycle. Besides the economy contracting, recessions can lead to corrections, market crashes and bear markets. But recessions can also create some of the best opportunities in the stock market. Effectively investing during a recession can result in smaller losses,…Read More
Avoiding bad investments is the first step in the creation of wealth. It can take years for a portfolio to recover from a few investments that could have been avoided in the first place. Fortunately, there are several investment warning signs and red flags to help you spot the investment…Read More
There are lots of different ways to make money by investing. Unfortunately, not all of them have a good chance of working out as planned. In this article we highlight the characteristics shared by many of the best investments. Using this list of traits as a checklist will help put…Read More
Tactical asset allocation is another way to improve the return versus risk profile of a portfolio of investments. In this post we look at a few tactical investment strategies you can use to rotate capital between different sectors of the stock market, bonds, and other suitable asset classes according to…Read More
Broadly speaking, the stock market is made up of investors and speculators. When you invest in an asset or financial product, you expect to make a return. You also expect to receive all your capital back when you sell the asset. If you speculate on an asset, you are hoping…Read More
The debate over the relative merits of fundamental and technical analysis is a contentious one. Investors and traders alike often miss out when they pick one over the other. In fact, both can be combined effectively. In this post we explain the differences and highlight the strengths and weaknesses of…Read More
Any investment portfolio will be subject to a certain amount of volatility over time. A portfolio’s exposure to volatility can and needs to be managed to prevent permanent loss of capital, or temporary impairment. In this article we discuss volatility and risk and how diversification can be used to reduce…Read More
Valuation metrics and models can be invaluable when assessing stocks to invest in. These ratios are by no means failproof, but they can give you an idea of whether a stock is trading at premium or discount to its fair value based on profitability, growth, and its balance sheet. In…Read More
Market timing is one of the more controversial investment topics. On the one hand financial advisors frequently say it’s a bad idea. On the other hand, the financial media and analysts seem to continuously encourage it. In this article, we consider whether investors can in fact time the stock market….Read More