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Global & Local The Investment Experts 

June 2022 economic update

CPI officially broke through the upper limit of the Reserve Bank’s target range, which may lead the central bank to hike rates more aggressively going forward.

Global events causing financial markets shake-ups

So, what's the best way to manage your portfolio during these uncertain times?

How to protect your business from insolvency risk due to a loan account

The most cost-effective way to avoid liquidity and insolvency risk is to apply for a life policy on the life of the owner/lender.

The effects of inflation over a 42-year period

When comparing food prices back in the 1980s to food prices now, the inflation rate has increased significantly.

What happens to your investments when you die?

It is important to understand what happens to your assets when you pass on so that you are able to invest in investments that will ensure your beneficiaries receive maximum benefits.

May 2022 economic update

South African equities ended relatively flat with the FTSE/JSE All Share index losing 0.47% in May.

How to cut spending and save money

Savings in SA have reached the lowest level since 1990.

The real cost of the war on the South African pocket

Oil price increases, interest rates, and petrol price hikes are just some of the effects of the war.

Why wait until you die? Living inheritance now!

When and how to give a living inheritance, and the advantages and disadvantages thereof.

Wealthy South Africans are leaving in droves

Data shows approximately 4 500 HNWIs have left South Africa over the past decade.

April 2022 economic update

The IMF to cut the UK’s GDP growth forecast to 3.7% for 2022 down from January’s forecast of 4.7%

Why should one diversify their portfolio?

Diversification is one of the most important components of reaching long-range financial goals while minimising risk.

Direct real estate vs property unit trusts

A look at the advantages and disadvantages of each strategy.

Pack your bags, but don’t forget ceasing your tax residency

Here's how you go about starting the process.

Don’t stay where you aren’t happy

You can transfer your retirement annuity to a different product provider by doing a Section 14 transfer.

March 2022 economic update

The financial sector was the best performer, advancing 11.58% in March.

Change to the tax rate on annuity income

A taxpayer can choose to apply a fixed tax rate across their annuities.

Government old age grant: Can you apply?

The grant is only available to people who do not have any existing social grants. Here are the other conditions...

Is now the right time to invest into equity markets?

One should focus on one’s long-term investment goals and if you can, and you can see the opportunity, then consider increasing your invested capital.

February 2022 economic update

Inflation increased in the US and UK, while in SA it slowed, though the figure remains near the top of the Sarb’s 3-6% target.

Budget speech review 2022

Not much will change, apart from the minor changes in sin tax.

Investing in offshore wrappers

There are many benefits to this product.

January 2022 economic update

The rand has strengthened year to date, gaining 3.82% against the greenback in January.

Reduce your tax liability during this retirement annuity season

Maximise your tax deductions by contributing towards retirement funds.

Financial markets: Where to now?

Positioning portfolios to preserve previous gains and rebalancing them to reduce risk concentration.

National Treasury’s proposed two-pot system for retirement savings

Members who access retirement savings early reduce the probability of being able to sustain themselves later in life.

Preparing for the uncertainties of life

There are several risk control measures to prepare for uncertain eventualities.

Investing using the Avoid the Human Factor strategy in 2021

How the human factor scores of a few prominent companies has changed from 2021 to 2022.

December 2021 economic report

The FTSE/JSE All Share Index advanced 4.6% in December.

What happens if…

The importance of having an in case of emergency document.

Think offshore investing

Investing offshore is one of the ways to achieve portfolio diversification.

Transferring wealth from one generation to the next

Having conversations around financial planning will help ensure the coming generations are more responsible when it comes to managing the wealth they inherited.

November 2021 economic report

The rand lost 4.40% against the greenback and pushed above the 16 mark for the first time in about a year.

Taking advantage of your interest exemption and CGT allowance in your investment portfolio

The tax payable depends on the investor’s marginal income tax rate and the type or amount of investment income.

Six weeks to go

There is a sense of hope for a better ending than that of 2020 in the air. 

Budget speech review 2021

While there have been measures put in place to better our economy, a lot has to be done before we get to a place of satisfactory economic growth.

October 2021 economic update

The South African stock market tracked global stocks higher with the FTSE/JSE All Share Index returning 5.97% in October.

Benefits of a living annuity

A living annuity may be a viable long term investment solution depending on your return objective and lifestyle goals.

The forgotten beauty and flexibility of linked investment service provider investments

ISPs are an investment that allows you to have access to multiple funds from different fund managers under a single platform.

Are your annual life premium increases killing you?

Converting your cover to a level premium makes sound financial sense as it ensures long term affordability.

Big brother is watching

A look at some of the global agreements and laws that currently govern your investments, whether you like it or not.

September 2021 economic update

The rand recently hit a new low and seems to continue weakening.

Thoughts of a parent when investing for the future generation

The fine print about tax and ownership rights.

Simple steps to investment portfolio building

Some insight into the foundation of an investment or wealth portfolio.

Do your offshore assets fall under your SA will?

It may not always be required to have a second will to administer your assets outside of South Africa.

August 2021 economic update

Federal Reserve Chairman Jerome Powell stressed that there was no hurry to increase interest rates.

Retirement planning or ‘financial independence’?

Financial independence as a concept is perhaps easier to consider than formal retirement for the younger folk living in the modern world today.

Why you should opt for a Portuguese golden visa

The program has investments that make sense with investment limits as low as €350 000 in some cases.

July 2021 economic update

European stocks have been a mixed bag, as fears return over more Covid-19 restrictions following a breakout of the Delta variant.

Standard Bank wants to pull the trigger and buy Liberty

But will they be able to deliver on the growth implied in their share price? And what about the potential interim dividend to shareholders announced in June?

It’s time to do your tax return!

Filing season officially opened on July 1, 2021. Below are a few important things to keep in mind when doing your taxes.

June 2021 economic update

On June 11, the FTSE 100 in the UK closed at its highest level since February 2020, but it all came crashing down with the update from the Fed.

Exciting headlines

Lately, we are seeing many things that make us optimistic for the future – as investors, as South Africans and as humans. 

Filled whisky casks as an alternative investment

How this asset compares to investing in whisky bottles and other physical assets.  

Is it reasonable to expect what you want from your investments?

We all want a low-risk portfolio that gives us great returns, but we cannot expect that.

May 2021 economic update

The rand may remain strong for quite some time and even strengthen further from here.

Is borrowing from our retirement savings a good idea?

South Africans are drowning in debt and it is hard to imagine that more debt is the solution to the structural economic issues we face.

April 2021 economic update

The US Federal Reserve kept interest rates unchanged in April, signalling that concerns about the economic recovery in the US persist.

The cost of living abroad

Prepare for the cost of the smaller things that you may not have analysed as carefully yet but will nonetheless have a big impact on your day-to-day finances.

Practical things you can do to help your family after your death

The death of a loved one is hard enough without having to deal with the administration of it all.

March 2021 economic update

The JSE All Share Index, S&P 500 and FTSE all ended the month higher.

How to spot investment scams

Take your time before making an investment decision and research what is being offered.

The rise of ESG investing

ESG factors are now a mainstay in most valuations and portfolio formations.

Sun International, effects of lockdown and the human factor score

Can the gaming group justify its share price?

Can I run my own trading portfolio?

What to consider before moving from your demo trading account to a live account.

February economic update

US markets saw another strong month, despite flat or down months for FAANG stocks.

Budget Speech 2021 breakdown

Treasury estimates that it is on track to return to a budget surplus in 2024/25.

What are we teaching our children about money?

If we can start having real conversations about money with our children from a young age, we can take the stress out of financial planning for them before it is too late.

Implications of changes to our tax laws

There were three very important changes that will affect most individuals in South Africa.

Why consider a life income as opposed to a life cover lump sum?

A life income product can effectively be used to ensure successful financial planning.

January 2021 economic update

The rand depreciated by just under 3,5% to end the month at R15.15 to the US dollar.

Are retirement annuities still worth it?

The debate is quite hot.

December 2020 economic update

Bitcoin had an eye-watering 300% increase for the year.

Company pension funds – myth or magic

You cannot rely on your company retirement benefits to solely support you for an almost equal period as your working career.

Investing in a model portfolio

It is important to understand how they work.

November 2020 economic update

News of a vaccine during the month translated into November being a bumper month for global stock markets.

The most common misconceptions in investing

Examples of mistakes investors often make.

Is 2020 the beginning of the end?

An article about hope...

Emigration: what you need to know

Answers to the most frequently asked questions.

October 2020 economic update

Minister of Finance Tito Mboweni confirmed the economy is expected to contract by 7.8% in 2020.

Things to consider before investing

Knowing where to start is the hardest part; an advisor will assist with mapping out a financial plan that matches your goals.

Important things to know about endowments

Endowments not only offer tax benefits but help investors save with discipline.

The procedure to follow when a person dies

Plus the taxes and deductions payable by the estate.

Are we in the process of bargaining our economy out of existence?

The future of our economy is literally in your hands when you dig into your wallet to make a purchase.

September 2020 economic update

The rand continued to recover in September and is still expected by most economists to recover even further before the end of the year.

Client confidentiality above all else

FSPs are required to act honestly and fairly, and with due skill, care, and diligence in the interests of clients.

Where to from here?

If you have set financial goals, stick to them through the volatility.

Financial advisor vs broker: the key differences

The main role of the advisor is to help a client clearly understand their financial goals.

August 2020 economic update

Apple hit a market cap of $2 trillion for the first time this month.

How do service providers justify their fees?

The investment management fee is generally a standard fee that does not change often or change depending on the performance.

Investors are spoilt for choice

How to choose the investment strategy that's right for you.

Government looks to amend tax laws to keep hold of retirement funds

New legislation seeks to prevent South Africans who no longer pay tax in SA from withdrawing retirement funds until they can prove non-tax residency.

Is it the right time to invest in property?

What you should be considering before making the investment decision.

Delay in government getting its hands on the pension fund pot

The ANC has confirmed that it is relooking at changing the rules of Regulation 28.

The benefits of using model unit trust portfolios

Diversification can be expanded to not only include different asset classes, but also different fund managers.

Making asset allocation decisions in turbulent times

Focusing on assets and sectors that have not yet fully priced in the upcoming global economic recovery could be beneficial.

How the 2020 tax season will work

The tax filing season will only be opening as from September 1.

Banking in death: Corporate cash manager accounts

CCM accounts are regulated in the same manner as normal everyday transactional bank accounts, with a few exceptions.

Watch: June 2020 economic update

Gold has rallied 17% so far this year.
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