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Laurium Capital - Moneyweb

The latest Laurium Capital on Moneyweb ....

Murray Winckler , Laurium Capital ,

Should hedge funds form part of a well-diversified portfolio?

To label all hedge funds as high risk is misleading – the risk profile will depend on the mandate of the fund: Murray Winckler, Laurium Capital CEO. ....

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Mall owners in for 'a lot of pain' as Covid-19 spooks shoppers, say analysts


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Portfolio managers say despite the attractive valuations and fantastic dividend yields the listed property sector offers, they remain cautious about its prospects.
They foresee a lot of pain in the coming months as consumer spending at malls depends on the pace of recovery of the local economy, which remains uncertain given the delays in the Covid-19 vaccination programme and predictions of a third wave.
Analysts forecast that rentals and property valuations will fall further in 2021, forcing more landlords to raise capital.
The bruising is not over for South Africa s landlords. In fact, analysts expect more severe pain is still on the way for the listed property sector as more retail tenants are buckling under pressure and some office leases would be up for renewal. ....

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