Steve Brice

When looking at expected returns, it is important to acknowledge that no one has a crystal ball, and the shorter the time horizon the greater the level of uncertainty.
CIO CORNER

Setting portfolio expectations for 2026

Expected returns are only the starting point of putting together a portfolio

The best approach for an investor trying to accumulate wealth for retirement is to methodically increase their investments every month.
CIO CORNER

The equity market correction: Was that it?

Investors should not get swayed too much by either market fluctuations or by bearish views in the market

The outlook for a structurally weaker USD in the coming yars means that investors may have to unlearn the lessons of the past 15 years, and plan accordingly.

How investors should prepare for a weaker US dollar

They need to look at it from three angles: portfolio construction, forex risk and the emotional aspect of the impact of forex...

If you place your bets on uncorrelated investments that have a greater than 50 per cent chance of delivering positive returns, you will tend to do well.
CIO CORNER

All-or-nothing approach to investing has to stop

This is almost always costly as it leads to much greater volatility in investment outcomes, increases stress levels and reduces the likelihood...

Volatility is typically not a problem when markets are rising, but once they reverse, emotions kick in.

The investing journey of a chief investment officer’s son

The eventual desired outcome – the benefits of a diversified portfolio – is key to the experience

money, profit, finance
CIO CORNER

How to select the best ETFs for your needs

To figure that out, ask yourself which markets you want to home in on, the attributes of the ETF, and how you...

When markets go on sale, consider bringing forward your purchases to take advantage of the discount on offer.
COMMENTARY

Invest like you shop: Take advantage of market discounts

This means you should be investing regularly (for instance, monthly) in a diversified allocation, and stepping up your investments when markets weaken

The current over-representation of US financial assets in global indices may be peaking.
CIO CORNER

Developments could herald the decline of US influence

The current over-representation of the country’s financial assets in global indices may be peaking

Gold is close to the top of a rising trend channel, which suggests some consolidation or correction in the near term.

Hedging trade war and inflation risks

While still low, the likelihood of higher-for-longer inflation is now greater – and individuals should factor this into how they invest

Rockefeller Centre two days before Christmas. Trump's victory reduced the risk of a hard landing and raised the risk of a no-landing scenario for the US economy.
CIO CORNER

Play your Trump card – 2025 is likely positive for investors but brace for bumpy ride

The Republican clean sweep is likely to extend US exceptionalism; but it is not without risks, given the valuation gap between US...