Media & Publications

Intuition

Intuition is the successful and hugely popular weekly investment publication for the Harvard House Group. Written in a style that is accessible and easy to understand, the publication covers such diverse topics as the outlook for individual shares, the gradual decline of the US empire, gold, and so much more. With clients spread across the country, personal interaction on a regular basis is often not possible. Intuition allows all clients to stay in touch with our thinking on the markets

Intuition January 2018

Intuition February 2018

Intuition March 2018

Intuition April 2018

Intuition May 2018

Intuition June 2018

Intuition July 2018

Intuition August 2018

Intuition September 2018

Intuition October 2018

Intuition January 2017

Intuition February 2017

Intuition March 2017

Intuition April 2017

Intuition May 2017

Intuition June 2017

Intuition July 2017

Intuition August 2017

Intuition September 2017

Intuition October 2017

Intuition November 2017

Intuition December 2017

Intuition January 2016

Intuition February 2016

Intuition March 2016

Intuition April 2016

Intuition May 2016

Intuition June 2016

Intuition July 2016

Intuition August 2016

Intuition September 2016

Intuition October 2016

Intuition November 2016

Intuition December 2016

Intuition January 2015

Intuition February 2015

Intuition March 2015

Intuition April 2015

Intuition May 2015

Intuition June 2015

Intuition July 2015

Intuition August 2015

Intuition September 2015

Intuition October 2015

Intuition November 2015

Intuition December 2015

Intuition January 2014

Intuition February 2014

Intuition March 2014

Intuition April 2014

Intuition May 2014

Intuition June 2014

Intuition July 2014

Intuition August 2014

Intuition September 2014

Intuition October 2014

Intuition November 2014

Intuition December 2014

Intuition January 2013

Intuition February 2013

Intuition March 2013

Intuition April 2013

Intuition May 2013

Intuition June 2013

Intuition July 2013

Intuition August 2013

Intuition September 2013

Intuition October 2013

Intuition November 2013

Intuition December 2013

Intuition April 2012

Intuition May 2012

Intuition June 2012

Intuition July 2012

Intuition August 2012

Intuition September 2012

Intuition October 2012

Intuition November 2012

Intuition December 2012

Intuition January 2011

Intuition February 2011

Intuition March 2011

Intuition April 2011

Intuition May 2011

Intuition June 2011

Intuition July 2011

Intuition August 2011

Intuition September 2011

Intuition October 2011

Intuition November 2011

Other Presentations

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.

Interview with Michael Porter

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?)

Latest News

Consumer spending. Is it just a rainbow?

Many businesses, large and small, have a huge source of great ideas that can help them improve, innovate, and grow, and yet so many of these companies never think of using this amazing corporate asset. What is this highly valuable asset? Its own people.

Read More »

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