News & Articles

It is often the case that you don’t want to wade through numerous factsheets and obscure webpages to find the information you are looking for.

To help make matters easier, here are all the details.

I am entirely sure that we all had a long year and that the silly season cannot arrive with enough haste.  Some people have jokingly referred to 2011 as selfish year that used up all the news from 2013 and 2013 in one go.

By any estimation it has been a challenging, frustrating and interesting year.

But as the the year draws to a close, we received some nice publicity in the 4th quarter issue of HEDGENEWS AFRICA.

Give it a read…….

Albert Botha

Atlantic Asset Management

As our business grows, we require more quality employees.  In 2012 we will be running an 1-year internship program for those with graduate and post-grad degrees. We are looking for people from a broad range of academic backgrounds, who are willing to work hard and learn many new skills.

If you are such a person, or if you know of one, please have a look at the ad.

———-

Albert Botha

Atlantic Asset Management

Published in the Money Marketing Newsletter – 18 August 2011
By Arno Lawrenz, CIO, Atlantic Asset Management

With the current financial crisis still reverberating around the world, along with fears and anxieties appearing to grow daily about the ultimate outcome, it is still nonetheless possible to peer into the crystal ball and get some sense of how this is all likely to end—and what it means for investors.

Over the past week the markets have caved in after realising yet again that there is no light at the end of the tunnel. Here we are 4 years … Read more

Have a look at the interview Arno Lawrenz gave in the June issue of Invest SA.

Invest SA

Enjoy the read!

There is a now famous quote : “Every morning in Africa, a Gazelle wakes up. It knows it must run faster than the fastest Lion or it will be killed. Every morning a Lion wakes up. It knows it must outrun the slowest Gazelle or it will starve to death. So, it doesn’t matter whether you are a Lion or a Gazelle… when the sun comes up, you’d better be running.” Perhaps these days we could paraphrase this quote, replacing the Gazelle with a PIG (as in the likes of a Portugal, Italy or Greece), and the Lion with a … Read more

Humans are very adept at seeing, believing and accepting things that are comfortable or simple, rather than having the courage to face an ugly truth.

“As scarce as truth is, the supply has always been in excess of the demand.”

-          Josh Billings

The truth has become elusive. It has become difficult to find and harder to champion.  In a world where opinion, hypothesis, theory and truth are often indistinguishable from each other, especially when mixed with misinformation, misdirection and outright deception, where does one begin?  We champion causes based on our ideological beliefs rather than their basis in fact.  We strive for … Read more

What was it like watching the fall of Apartheid from the outside?  Did the world watch in anticipation, as we watched the revolution in Tunisia, or the one that followed in Egypt?  Did they scowl with disapproval over the seeming intractability of our leaders the same way we did with Mubarak?  Was there also this feeling of camaraderie, this breathless sense of anticipation and even participation, even though we are thousands of miles away?

First Tunisia, then Mubarak in Egypt, now we have protests in Iran and Libya, along with President Ali Abdullah of Yemen proclaiming “Yemen is not Tunisia” and … Read more

It is unclear whether the President was aware of the drinking game* being played across the country – but those playing along had to take their first shot before the opening was finished.  All-in-all it was a different President and different speech compared to last year.  He seemed somewhat more relaxed and confident – and at one stage he even cracked a joke at the familiar old “fault of apartheid” justification.

As expected, the focus of the speech was on the creation of jobs.  A R9-billion fund will join a similar one created by the Industrial Development Corporation to the tune … Read more

Dear Investor

According to the Chinese Calendar it’s the Year of the Rabbit! I don’t know if this takes you back to your childhood – for us it conjures up images of a magician miraculously making a rabbit appear from his black top hat – and for some reason it was always a fluffy white one – maybe one day the grey ones will get a moment of glory! Of course, if there are grey rabbits, then it must mean that there is a black one lurking somewhere as well? But given the market’s schizophrenic nature at the moment, we would … Read more