http://www.equinox.co.zaThe latest Unit Trust NewsThu, 18 Mar 2010 00:00:03 GMTPyRSS2Gen-1.0.0http://blogs.law.harvard.edu/tech/rsshttp://www.equinox.co.za/article_2475.htmlGreg Flash of Alphen Asset Management writes that while one of Alphen’s investing mantras is diversification, there are hidden dangers in incorrect diversification.http://www.equinox.co.za/article_2475.htmlWed, 17 Mar 2010 00:00:00 GMThttp://www.equinox.co.za/article_2471.htmlListed property has already notched up decent returns in 2010. In the first two months of the year, the South Africa Listed Property index returned 5.5%, outperforming the FTSE/JSE All Share index by 8.6%. Property has also produced higher returns than cash and bonds. During this period the BESA ALL Bond Index returned 2.3% while cash returned 1.2%. http://www.equinox.co.za/article_2471.htmlTue, 16 Mar 2010 00:00:00 GMThttp://www.equinox.co.za/article_2476.htmlIan de Lange of Seed Investments writes that a year ago the FTSE/JSE All Share index had dipped down to 18 000. A year later the index is up around 28 000. http://www.equinox.co.za/article_2476.htmlWed, 17 Mar 2010 00:00:00 GMThttp://www.equinox.co.za/article_2474.htmlIan de Lange of Seed Investments writes that the range of equity market participants, as you can imagine, is extremely broad. While there is a large group of participants that can be termed ‘long term investors’, there are many other people and institutions who aren’t long term investors.http://www.equinox.co.za/article_2474.htmlTue, 16 Mar 2010 00:00:00 GMThttp://www.equinox.co.za/article_2473.htmlRight now, most South African fund managers agree that South African equities are at or near fair value, as the average Price Earnings ratio of the Johannesburg Securities Exchange is 20, compared to the long term average of 18. But according to Dr Simon Pearse, CEO of Marriott Asset Management there may be value to be found offshore. In spite of global equity market rebound, there is good value in equity and property markets, he says, but fixed interest assets should be avoided. http://www.equinox.co.za/article_2473.htmlTue, 16 Mar 2010 00:00:00 GMThttp://www.equinox.co.za/article_2472.htmlNeels van Schaik of Alphen Asset Management discusses why investors have to be careful of the prices they pay for a company.http://www.equinox.co.za/article_2472.htmlTue, 16 Mar 2010 00:00:00 GMThttp://www.equinox.co.za/article_2470.htmlClaude van Cuyck, Head of Equities & Portfolio Manager at Sanlam Investment Managers writes that stock markets continue to rally while the dollar loses ground against key currencieshttp://www.equinox.co.za/article_2470.htmlTue, 16 Mar 2010 00:00:00 GMThttp://www.equinox.co.za/article_2469.htmlDr Adrian Saville, CIO of Cannon Asset Managers, warns that there are at least two new asset bubbles forming and looks at better investment options http://www.equinox.co.za/article_2469.htmlFri, 12 Mar 2010 00:00:00 GMT