Think Tank

Welcome to the Pioneer Wealth Managers Think Tank.

12 Sep LEGAE SECURITIES: INVESTORS MONTHLY | AUGUST 2016

In this edition we review the SA equity market performance for August 2016. We focus on the year-to-date performance of general and food retailers. As always, we welcome your feedback and look forward to assisting you with your equity portfolio. The Legae Team Download the full newsletter....

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06 Jun LEGAE SECURITIES: INVESTORS MONTHLY | MAY 2016

In this edition we review the SA equity market performance for May 2016. We focus on the healthcare sector witnessing solid financial results and acquisition announcements by some of the firms. As always, we welcome your feedback and look forward to assisting you with your equity...

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05 Apr LEGAE SECURITIES: INVESTORS MONTHLY | APRIL 2016

In this edition we review market performance for March. Focusing on recent monetary policy changes and their implication for emerging markets. As always, we welcome your feedback and look forward to assisting you with your equity portfolio. The Legae Team Download the full newsletter. ...

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09 Mar LEGAE SECURITIES: INVESTORS MONTHLY | MARCH 2016

In this edition we review market performance for February and comment on the State of the Nation Address, the budget speech and their implications for the economy. We also look at the rebound in resources. As always, we welcome your feedback and look forward to assisting you with your equity...

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17 Feb LEGAE SECURITIES: INVESTORS MONTHLY | FEBRUARY 2016

In this edition we review market performances for the first month of the year, briefly comment on the chances of a turnaround in the resources sector, and lastly we look at SA telecommunications sector. As always, we welcome your feedback and look forward to assisting you with your equity portfolio. The...

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25 Jan MONTHLY OUTLOOK ON GLOBAL FINANCIAL MARKETS

While macroeconomic factors exogenous to company performance was the primary driver of returns during December, the JSE ended the year in pretty much the same fashion it spent the majority of the year, and particularly the last quarter trading- exceptionally volatile. Another pervasive market theme...

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08 Jan LEGAE SECURITIES: INVESTORS MONTHLY | JANUARY 2016

“'Life is 10% what happens to you and 90% how you react to it.”- Charles R. Swindoll In this edition we review the performance of the local equity market for December 2015 and feature the Rupert family empire in our stock pick. As always, we welcome your feedback and look...

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07 Dec LEGAE SECURITIES: INVESTORS MONTHLY | DECEMBER 2015

“When there are multiple solutions to a problem, choose the simplest one.”- John C. Bogle In this edition we review the performance of the local equity market and what to expect in December as well as what Lonmin could signal for other companies. As always, we welcome your feedback and...

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06 Nov LEGAE SECURITIES: INVESTORS MONTHLY | NOVEMBER 2015

“Everything we hear is an opinion, not a fact. Everything we see is a perspective, not the truth.”-Marcus Aurelius In this edition we review the performance of the local equity market and how changes to the structure of the Chinese economy will influence investment choices going forward and look into...

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