THE PULLBACK on global markets in March amid chaos in North Africa and the Middle East, the tragedy in Japan and the refuelled uncertainty about sovereign debt, courtesy of the collapse of the Portuguese government, was all too short-lived for all but the most nimble value seekers to find decent shares at (relatively) decent prices. So it’s back to the drawing board to hunt for value.
IT security is a big issue; just ask FirstRand. However, we’re increasingly changing the way we use technology, and cloud computing is starting to take off. Why have your own server when you can store data for nothing on someone else’s hard drive? IT security under such conditions, argues Anthony Durham at Cogito Capital, becomes paramount. A way to capitalise is through ISA Holdings,