The title may sound like a vampire holiday movie, but most investors will be familiar with the term FAANG as an acronym for some of the most exciting tech companies in the world (Facebook, Amazon, Apple, Netflix and Google).
The term BEACH is less common and is used to describe travel and leisure industries that will benefit from a return to normality after the pandemic.
In Episode 24 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows.com) discuss the companies behind the acronyms and what investors should be thinking about when analysing them.
Ever wanted to know what wealth managers think about alternative investments and how they are using them in clients' portfolios? Regular Magic Markets listeners have become familiar with the Westbrooke Alternative Asset Management team and the types of investments that they specialise in. This week, we look beyond the team to find out what independent wealth managers think about alternative assets.Based on the results of a survey of wealth managers that was arranged by Dino Zuccollo of Westbrooke, we were able to discuss points like:• What types of alternative assets are popular?• What is the priority for investors – yield, capital growth or a combination of the two?• Do investors prefer offshore or local exposure within the alternative asset portfolio?Perhaps the most surprising insight of all related to the popularity (or lack thereof) of traditional real estate as an asset class. All these insights and more are available in Episode 103 of Magic Markets. For more information on Westbrooke’s alternative asset strategies, be sure to visit www.westbrooke.co.za to find out more. Westbrooke Alternative Asset Management is an authorised Financial Services Provider, FSP number 46750. ...
We are thrilled to welcome Westbrooke Alternative Asset Management as a brand partner to Magic Markets. With over R8 billion in assets under management across South Africa, the UK and the USA, Westbrooke provides a unique gateway to the world of alternative investments. This is a fascinating space including assets like private debt, hybrid capital, real estate, private equity and venture capital. As the world shudders at the combination of high equity prices and low interest rates, alternative assets offer an interesting portfolio diversification opportunity. Westbrooke will join us once a month on Magic Markets to unpack different areas of alternative investments. In this first show, we meet Dino Zuccollo (Head of Product Development and Distribution at Westbrooke) and discuss an overview of the types of investments in this space and how they address the challenges of correlation in a portfolio. Visit www.westbrooke.co.za to find out more.Westbrooke Alternative Asset Management is an authorised Financial Services Provider, FSP number 46750. ...
In this episode of Magic Markets, we decided to look at some of the common mistakes made by investors and traders in the market. We covered topics like:• Not knowing whether you are a natural trader, investor or hybrid of the two• The risks of not diversifying into different asset classes• The trouble with panicking during tough times• Checking your portfolio too often• Assuming that certain industries are always a good investment• Focusing too much on dividends without looking at how they are funded• Not critically assessing the strategy of the entity and only focusing on the numbers instead• The importance of flexibility, openness to new ideas and information and the conviction to follow through We all make mistakes in the market. The more we talk about them, the better we all become. ...
