Credo publishes the Winter 2013 edition of CREDONEWS
  • Preparing for Elysium
    The best chance of affording a ticket to Elysium
  • The wacky fantasy world of Credonomics
    The difficulty lies, not in new ideas, but in escaping from the old ones
  • Tapering, so what's the big deal?
    The potential end to the Quantitative Easing policy and more

Please click here to read the full CREDONEWS.

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Deon Gouws at the 11th annual Investing Abroad Convention

Following Credo's recent successful South African client conference which was held in Cape Town, Pretoria and Johannesburg towards the end of October, key-note speaker Deon Gouws also presented at the widely acclaimed 11th annual Investing Abroad Convention.

Deon participated in a platform of leading global fund managers who shared views on international equity, bond and currency markets at at the Johannesburg Country Club on 29 October 2013 and the Kelvin Grove Country Club in Cape Town on 31 October 2013.

In addition to Credo's participation, there was an impressive line-up of international and local speakers from inter alia Old Mutual International, Credit Suisse, Stanlib, Ashburton, Coronation, Miton Optimal, Sarasin, BlackRock, and Kleinwort Benson. The convention is open only to financial advisors.

Please click here to learn more about the Investing Abroad Convention.

@DeonGouws_Credo
Credo publishes the Summer 2013 edition of CREDONEWS
  • Currency Fluctuations
    Deon Gouws on The Credo Sirloin Index
  • I know, I don't know
    Doubt is not a pleasant condition but certainty is absurds
  • Credo on the move
    Sara Ettlinger explains Credo's office move and more

Please click here to read the full CREDONEWS.

If you want to access it from mobile devices, please click here.

Ainsley To introduces the Credo Multi Asset Portfolio

This video presentation has been issued by Credo Capital Plc (the "Company"), which is authorised by the Financial Conduct Authority and is a member of the London Stock Exchange, using publicly available information. The valuations, forecasts, estimates, opinions and projections contained herein involve elements of subjective judgment and analysis and are subject to change without notice. The material presented is for information and illustrative purposes only, is not a solicitation or an offer to buy or sell any securities, does not constitute investment advice and should not be relied upon as a promise or representation as to the past or future performance or results of any financial markets. Viewers should consult their own legal, tax and financial advisors as to any matters described herein. No investment, divestment or other financial decisions or actions should be based solely on the information in this video presentation. None of the Company, its affiliates, directors, officers, employees and/or agents accepts any liability relating to or resulting from the use of all or any part of this video presentation. This material must not be copied, reproduced, distributed or passed to others at any time, in whole or in part, without the prior written consent of the Company.

Rupert Silver and his choice if he had to go "all or nothing" on one stock

With the end of QE nigh and high asset prices in the main, I like alternative assets such as...

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Rikky Shoker introduces the Credo Dividend Growth Portfolio

This video presentation has been issued by Credo Capital Plc (the "Company"), which is authorised by the Financial Conduct Authority and is a member of the London Stock Exchange, using publicly available information. The valuations, forecasts, estimates, opinions and projections contained herein involve elements of subjective judgment and analysis and are subject to change without notice. The material presented is for information and illustrative purposes only, is not a solicitation or an offer to buy or sell any securities, does not constitute investment advice and should not be relied upon as a promise or representation as to the past or future performance or results of any financial markets. Viewers should consult their own legal, tax and financial advisors as to any matters described herein. No investment, divestment or other financial decisions or actions should be based solely on the information in this video presentation. None of the Company, its affiliates, directors, officers, employees and/or agents accepts any liability relating to or resulting from the use of all or any part of this video presentation. This material must not be copied, reproduced, distributed or passed to others at any time, in whole or in part, without the prior written consent of the Company.

Concerned about the Rand? Launch of the Credo Sirloin Index

A couple of weeks ago, two colleagues and I travelled to South Africa on a week-long roadshow. As it happened, this was the time that the rand seemed to go into free-fall on a daily basis – which clearly led to a number of interesting discussions about the future of the currency. Upon returning to London...

Please click here to read the full article.

@DeonGouws_Credo
Morningstar Analyst Research Centre is added to MyCredo

Morningstar is a leading provider of independent investment research and is one of the most recognised and trusted names in the investment industry. Our tie up with Morningstar will give you unlimited access to easy-to-use portfolio management tools, personalised portfolio analysis, select investment ideas and independent, in-depth equity analyst reports.

Please click here to read our newsflash.

@AlanNoik_Credo
Credo is pleased to announce and welcome Charles van der Merwe

Charles joined Credo in April 2013 and will be based in Credo's London office. As Managing Director of Wealth Outsourcing Solutions, Charles will focus on developing and managing Credo's Financial Institutions' business in the UK and Europe.

Please click here to read our newsflash.

@Ettlinger_Credo
Credo publishes the Spring 2013 edition of CREDONEWS
  • Of airplanes and parachutes
    Deon Gouws' opinion on investing
  • The story so far
    Jarrod Cahn on the Best Ideas Portfolio
  • Open mouth operations
    Ainsley To on the power of rhetoric and more

Please click here to read the full CREDONEWS.

If you want to access it from mobile devices, please click here.

Credo Market Outlook 2013

In this video clip, Chief Investment Officer Deon Gouws shares some market views in conversation with Relationship Manager Kim Simon. In essence, we acknowledge that financial markets may yet face some very real headwinds, but in spite of that, we remain cautiously optimistic about medium to longer term investment returns. Accordingly, we believe that clients should retain exposure to e.g. a selection of high quality equities as part of a carefully constructed portfolio.

@DeonGouws_Credo

This video presentation has been issued by Credo Capital Plc (the "Company") using publicly available information. The valuations, forecasts, estimates, opinions and projections contained herein involve elements of subjective judgment and analysis and are subject to change without notice. The material presented is for information and illustrative purposes only, is not a solicitation or an offer to buy or sell any securities, does not constitute investment advice and should not be relied upon as a promise or representation as to the past or future performance or results of any financial markets. Viewers should consult their own legal, tax and financial advisors as to any matters described herein. No investment, divestment or other financial decisions or actions should be based solely on the information in this video presentation. None of the Company, its affiliates, directors, officers, employees and/or agents accepts any liability relating to or resulting from the use of all or any part of this video presentation. This material must not be copied, reproduced, distributed or passed to others at any time, in whole or in part, without the prior written consent of the Company.

The SA financial sector - boxing above its weight

In a recent address to the Swiss Chamber Southern Africa entitled "The Pessimists are Wrong", former South African President FW de Klerk made a number of very interesting points.

In his speech, Mr de Klerk quoted some of the findings from the latest Global Competitiveness Report (published a couple of months ago by the World Economic Forum).

The full document is rather heavy reading, but we have compiled the following table which lists a selection of measures relevant to business in South Africa as well as the UK (ranking out of 142 participating countries around the world, including all developed market economies):

  SA Rank/142 UK Rank/142
1.18 - Strength of auditing & reporting standards 1 15
1.19 - Efficacy of corporate boards 2 11
8.06 - Soundness of banks 2 111
8.07 - Regulation of securities exchanges 1 28

From the above, it is quite clear that South Africa is not the backwater that it is often made out to be – specifically as far as the business world / financial sector is concerned.

There are of course also numerous measures in terms of which it is evident that the country has serious problems (the quality of the educational system at no. 133 in the world and specifically mathematics/science education at no. 138 in the world are certainly not statistics to be proud of) – hopefully these will improve over time as the (relatively) new government tries to deliver on the commitment to its electorate.

One may wonder about the disconnect between an education system that appears to be in tatters and some of the excellence as evident in the earlier table. A possible explanation could be found in the fact that the business world and financial sector within the country have been developed over decades to get to a level where it is today, whilst a number of commentators suggest that education has been allowed to slip in the last 10-20 years (see for example this recent speech by renowned academic, Prof. Jonathan Jansen).

No doubt the performance as per the table above will be affected over time if this is not fixed in a hurry – but for now the country is still benefiting from a solid skills base built up over time.

@DeonGouws_Credo

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