Dividends are Dead. Long live the dividend.
Robin Gibson examines the position of Harvard House investors in the world of Lockdown Economics and the Dividends famine of JSE listed companies. Robin develops the investment case for investors to stay the course in their portfolios and shows that the supposed lower risk alternatives would have been no better in the past and are at best risky for the future.
Listed Property Presentation - Part 2
In part 2 of our Property series, Michael Porter takes a slightly more technical look at two of Harvard House's major holdings; NepiRockcastle and Fortress A.
Listed Property Presentation - Part 1
Watch as Robin Gibson delivers part 1 of this 2 part series on Listed Property. In part 1 he poses the investment and financial planning case for maintaining quality property holdings in spite of the sectors enormous plummet.
Insight Seminar: Covid 19 Lockdown - Putting Current Conditions Into Perspective
Watch our first virtual Insight Seminar as Michael Porter, Harvard House Chief Investment Officer, talks through the circumstances surrounding Covid-19, what we are experiencing and what we are watching closely on world markets.
Interview with Nick Rogers
Watch as Robin Gibson has a discussion with a Harvard House Asset Manager, Nick Rogers, on the market outlook.
Interview with Roy Lamb
Watch as Roy Lamb, Asset Manager at Harvard House, talks to Robin Gibson about some of the drivers in the Listed Property meltdown.
Interview with Willie Pelser
Watch Robin Gibson's Special Intuition follow up interview with Willie Pelser, Harvard House Asset Manager and Chief Economist.
Watch as our Chief Investment Officer, Michael Porter, talks with Robin Gibson on Harvard House's perspectives on the Covid19 Global Crisis and the impact on share portfolios.
The Outlook for 2020
"Give me hope, Joanna"
Addressing Some Investment Myths
Perception is Reality
2019 Midyear Market Update
Waiting for those elusive green shoots....
THE OUTLOOK FOR 2019
Not déjà vu again?)