Marwick Blog

Featured Articles to Keep you up to speed with what's happening in and around our country

See the investment opportunity in SA through the noise

Both politically and economically, South Africa is facing challenging times. Many investors are treating local assets with a great deal of caution. The political risk in the country was most clearly demonstrated by the dismissal of finance minister Nhlanhla Nene in...

Understanding junk status and forced sales

Who the ratings agencies are, how they work and what their ratings mean. The offices of S&P in the Canary Wharf business district in London. Photographer: Jason Alden/Bloomberg There are three rating agencies: Standard and Poor’s (S&P): it is the only agency...

[Video] 3 ways to plan for the (very) long term

We increasingly make decisions based on short-term goals and gains — an approach that makes the future more uncertain and less safe. How can we learn to think about and plan for a better future in the long term ... like, grandchildren-scale long term? Ari Wallach...

The gold and bitcoin tussle

SWELLENDAM – The parody I scripted about a year ago, pitching Darth Vader representing cryptocurrencies against Blackbeard the Pirate representing gold, with both jostling for position as a viable option to fiat currencies, may have become less sardonic. The price of...

[Video] Embrace the near win

At her first museum job, art historian Sarah Lewis noticed something important about an artist she was studying: Not every artwork was a total masterpiece. She asks us to consider the role of the almost-failure, the near win, in our own lives. In our pursuit of...

Beware The Siren Song of Growth

Growth has an almost irresistible allure for investors. Whether it’s a rapidly growing economy, a start-up with a hot new product, or a new industry that promises to transform our lives, investors are naturally drawn to opportunities that seem to offer the greatest...

How to get the most from a blended workforce

The rapid rise in the use of temporary and contract assignments has seen a blended workforce become the norm in many industries and sectors. But the success or failure of this arrangement often comes down to how well temporary and contract employees are integrated...

[Video] Why some of us don’t have one true calling

What do you want to be when you grow up? Well, if you're not sure you want to do just one thing for the rest of your life, you're not alone. In this illuminating talk, writer and artist Emilie Wapnick describes the kind of people she calls "multipotentialites" — who...

Why Your Logical Approach Isn’t Working

Preparing for a speech to the leadership of an organization facing major restructuring, I asked the meeting planner for background on the audience. “We’ve presented all the facts,” she replied. “But it would be much easier if people weren’t so emotional!” In the...

Keep Calm And Carry On Investing

Adapted from the Chief Investment Officer’s comments, which will appear in the Allan Gray Unit Trust Annual Report, 2016.The past 12 months seem to have passed particularly swiftly, maybe because fundamentally very little changed. Interestingly, the light in which...

The winds of change

While the election of Donald Trump as the next president of the United States was not expected by investors, it does not seem to have been unwelcome: both the dollar and US equities have appreciated significantly. The casualty has been bond prices. In all markets,...

The two kinds of stories we tell about ourselves

We’ve all created our own personal histories, marked by highs and lows, that we share with the world — and we can shape them to live with more meaning and purpose. We are all storytellers — all engaged, as the anthropologist Mary Catherine Bateson puts it, in an “act...

My Leadership Diaries: What’s your X Factor?

Over time as we move ahead in our lives and careers, I tend to find myself getting very complacent. Because, I know what to expect when I take up a new role, a new challenge in my work-life. Been there done that. Piece of Cake 🙂 And what happens then is you tend use...