YOUR Money Morsel With Harvard House - Episode 17
It can be very confusing reading news reports that give conflicting thoughts about South Africa. In this latest Money Morsel, Robin Gibson chats with Willie Pelser about some of these differing views and how economists and money managers sort through the confusion. (Recorded 20.05.2022)
YOUR Money Morsel With Harvard House - Episode 16
Property was the best performing asset class in 2021, off a dismal 2020 precipitated by Covid. 2022 has seen a weaker start, but what do the fundamentals look like and most importantly dividends. In this latest Money Morsel, Robin Gibson and Michael Porter discuss the Listed Property market. (Recorded 16.05.2022)
YOUR Money Morsel With Harvard House - Episode 15
On Wednesday 4th May 2022 the US Federal Reserve raised interest rates by 0.5%. The markets jumped massively (and surprisingly) on the back of this. The following day the market slumped by the largest daily move since October 2020. In this latest video, Robin Gibson and Michael Porter explore perspectives that have led investors to move the market in this way. (Recorded 06.05.2022)
YOUR Money Morsel With Harvard House - Episode 14
April saw some of the wildest swings in markets since the Covid pandemic. Market moving events abound with Inflation/Interest rate fears, Ukrainian War concerns chief among them. Just when we all thought Covid-19 was firmly in the events rearview mirror the 5th wave has begun to arrive around the globe. The response this time has been diverse. The Chinese have locked down to a greater level than ever before while the UK has glibly sung Que Será, Será (Whatever Will Be, Will Be)! In this latest Money Morsel Michael Porter and Robin Gibson explore some of these diverse responses.(Recorded 29.04.2022)
YOUR Money Morsel With Harvard House - Episode 13
A Financial Adviser’s role is to help clients manage their emotions. World events cause major market movements and it is amazing how often these movements impact our emotions. In this week's Money Morsel, Robin Gibson talks to Harvard House Senior Financial Consultant Belinda Gonsalves about how she helps her clients manage these emotions successfully. (Recorded 22.04.2022)
YOUR Money Morsel With Harvard House - Episode 12
The Rand has been one of the best performing currencies in 2022 and the S&P500 has fallen from it’s highs. Does this negate the concept of offshore investment or is there more to it than just short term movements? Robin Gibson and Willie Pelser explore this fundamental concept in this latest Money Morsel. (Recorded 01.04.2022)
YOUR Money Morsel With Harvard House - Episode 11
Much of our discussions this year have centred around inflation. In this latest Money Morsel Robin Gibson and Nick Rogers, portfolio manager at Harvard House, discuss some little known inflation implications of the Ukraine War and how at least one SA company has positioned it’s strategy well to weather the storm. (Recorded 01.04.2022)
YOUR Money Morsel With Harvard House - Episode 10
One of the Harvard House investment themes is digitization. Using data to drive business is increasingly common. Robin Gibson chats to Willie Pelser, Chief Economist of Harvard House, about how digitization and data trends are driving medical companies such as Discovery, Netcare, and Mediclinic to understand client needs. (Recorded 25.03.2022)
YOUR Money Morsel With Harvard House - Episode 9
One of the Harvard House investment themes for 2022 is “Reform Optimism” based on the President’s reform agenda. Last week saw the auction of spectrum finalised. In this latest Money Morsel, Robin Gibson chats to Michael Porter, Harvard House CIO, about what spectrum is and how this is a key reform optimism event. (Recorded 18.03.2022)
YOUR Money Morsel With Harvard House - Episode 8
A short while ago the world was worried about inflation because of supply chains and wage demands. The debate was fairly even about whether this was very short-term or more sustained. War between Russia and Ukraine, two major suppliers of both minerals and agricultural commodities, has guaranteed a longer inflation tenure. In this latest Money Morsel Robin Gibson and Michael Porter unpack the changed inflation environment. (Recorded 11.03.2022)
YOUR Money Morsel With Harvard House - Episode 7
The world has watched in dismay and horror as Russian troops have invaded Ukraine. Global oil prices have skyrocketed, and share prices have tanked in response. In this latest Money Morsel, Robin Gibson talks with Harvard House portfolio manager Nick Rogers about what is driving the price of oil and how investors should respond based on similar historic events. (Recorded 04.03.2022)
YOUR Money Morsel With Harvard House - Episode 6
Enoch Godongwana, our newly appointed Finance Minister, delivered his first Budget in the last week of February. In this latest Money Morsel, Robin Gibson and Michael Porter, Harvard House Chief Investment Officer, delve in to some of the finer details of the Budget and discuss implications to for investors. (Recorded 25.02.2022)
YOUR Money Morsel With Harvard House - Episode 5
The Rand has shown incredible resilience in the face of major inflation concerns in the US and other developed economies. This is counter-intuitive to normal economic understanding on emerging markets. In this latest video Robin Gibson talks to Harvard House Chief Economist and Portfolio Manager, Willie Pelser to explore the reasons for this unexpected strength. (Recorded 18.02.2022)
YOUR Money Morsel With Harvard House - Episode 4
The Friday 11th February Intuition article released by Harvard House highlighted the importance of compounding dividends in growing wealth. In this video Robin Gibson talks to Michael Porter about the state of dividends nearly 2 years after the Covid-19 Pandemic. (Recorded 04.02.2022)
YOUR Money Morsel With Harvard House - Episode 3
Last week the Money Morsel talked about US Inflation and international markets. In this weeks’ episode, Robin Gibson talks to Willie Pelser, Harvard House’s chief economist, about South African inflation and how that may play out in local interest rates. (Recorded 04.02.2022) Remember to subscribe to our YouTube Channel and click on the bell to be notified of every new video release.
YOUR Money Morsel With Harvard House - Episode 2
January has seen wild activity on global markets. Big performers in 2020 and 2021 have given up a lot. Robin Gibson and Michael Porter talk about the drivers of this activity and how it impacts clients. (Recorded 28.01.2022)
YOUR Money Morsel With Harvard House - Episode 1
BHP is a mining stock found in multiple client portfolios and has been an absolute winner. BHP however is to undergo a change in its listing structure that needs explanation. In this short video, Robin Gibson and Michael Porter (Chief Investment Officer) explore the details of this upcoming transaction. (Recorded 21.01.2022)
Insight June 2021: Can You Trust Your First Thought?
Robin Gibson uses Nobel Laureate Daniel Kahneman's book 'Thinking Fast and Slow" as a launch point to examine common client investment perceptions.
The Barnsley's Harvard House Journey
We continue to walk with some of our customers that were there from the beginning, and in many cases, we are walking with the third generation. To celebrate this achievement, we have chronicled just one such family in a new 5-minute promotional video. It brought a lump to our throat, hopefully, it will to yours too.
Outlook for 2021
Michael Porter takes a look at the outlook for 2021.
August Insight: Panel Discussion
In what has become a tradition our August edition of Insight will address questions to a panel of Asset Managers on topical issues.
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?)