Bellwood Capital is a specialist global equity investment manager based in Cape Town. We manage segregated global stock portfolios for private clients with a long-term view.
Everything about recessions are easy to predict except the timing, location, duration, magnitude, and policy response.
This piece makes a lot of sense when it comes to offshore investing for South Africans
Don’t let the Rand dictate your portfolio - Bellwood Capital https://t.co/J7yH7tO6av
"Discussions about how cheap South Africa and the Rand are should be framed within the context of your global asset allocation and the size of the currency premium, if any." https://t.co/EYtW3ZN2Ey
1/ I've been very vocal the last few years about the importance of global investment diversification, yet most Americans continue to allocate 80% to US stocks.
Let me explain, with some help from @bridgewater, why that is a horrible, and easily avoidable mistake.
Really interesting read by @morganhousel https://t.co/WdoBrYloXg via @collabfund
The Big Risk. Well put @michaelbatnick https://t.co/Yuk0yNFv7C
Very good analysis. Macro "stories" often don't translate to stock returns. Best focus on causality of stock returns - EPS growth, yield and revaluation. https://t.co/okqGAUo5lc
Good read by @morganhousel https://t.co/0kH5pZFAcW via @collabfund
That's $12bn and counting, almost all in the last 5 years. Cash flows negative.
Netflix is selling $2 billion of bonds to help fund more content https://t.co/P37bkedZ9Y
Hey Alexa - show me an illustration of the term “fund of funds”
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