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Newsletter:

Subject:	Investment commentary and fund mergers
Date:	28 Aug 03

Included in our feature articles below:

Jeremy Gardiner of Investec with his thoughts on investing in SA (are we another Zimbabwe, or not?), as well as a look at prosects for the all-important US economic machine

Anton Ossip of Investment Solutions reiterates some sound principles that all investors should heed

Louis Stassen of Coronation discusses the increasing popularity of alternative investment strategies and absolute return funds

Arno Lawrenz of OMAM delves into the art and science of managing a Fixed Interest portfolio

And our own Liz Still questions the cost/benefit equation of the range of new legislation and tax requirements that the financial services industry has to comply with. There is much merit in the spirit of the legislation, but in a country where we desperately need to promote a culture of investment and saving, the costs may prove to be far more onerous than a mere increase in fees.

Investments seeking absolute returns gain favour
Alternative investment strategies are becoming increasingly attractive to a wide range of investors because of recent poor returns and continuing uncertainty and volatility in global markets.

More at http://www.equinox.co.za/article_512.html

Time to challenge the regulators?
Is there any precedent for a government being taken to court by its citizens for introducing new legislation that proves to be hugely expensive to administer, and where the benefits are not so apparent?

More at http://www.equinox.co.za/article_510.html

It’s economic halftime - Greenspan vs. Reality: Jeremy Gardiner
There is definitely light at the end of the tunnel for the US Economy, but opinion remains divided on whether or not it is a train!

More at http://www.equinox.co.za/article_507.html

Time to vote: Fifty eight unit trusts to be reduced to twenty four.
Unit trust investors in Nedcor Bank, BoE, FTNIB, NIB Multi-Manager and African Harvest are to be sent balloting documents on the proposed amalgamation of unit trust companies and their portfolios.

More at http://www.equinox.co.za/article_506.html

Amendments to unit trust classification system on the cards
According to Peter Blohm, Technical Director of the ACI (Association of Collective Investments) a new unit trust classification system is due to be introduced in October this year.

More at http://www.equinox.co.za/article_511.html

Bond Portfolio Management - Art or Science?
Arno Lawrenz, OMAM's Head of Fixed Interest, explores the qualitative and quantitative aspects of bond portfolio management to reveal that the successful approach is neither art nor science, but an effective combination of both.

More at http://www.equinox.co.za/article_509.html

Past performance is no guarantee of future performance: Jeremy Gardiner
With the Amnesty Period now in full swing, there is much debate raging around the merits or de-merits of coming clean. I do not profess in any way to be an expert on the amnesty, and therefore am not going to say much on the subject.

However, I urge those that perhaps are considering not taking advantage of the amnesty to give some thought to what spending time in a South African jail would actually be like, and with that thought in mind, how much one would be prepared to pay to get out of that particular predicament, and I think you’ll find that the penalty fees pale into insignificance!

More at http://www.equinox.co.za/article_508.html

Guidelines for the private investor: Anthony Ossip of Investment Solutions
Current global uncertainty has prompted many unit trust investors to ask questions relating to the management of their investments. It is important to read articles like the one below which enable you to take stock of your investment plan and rebalance where necessary.

More at http://www.equinox.co.za/article_505.html

Best Regards
The Equinox Team

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