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Global & Local Investment Advisors 


Global & Local Investment Advisors 

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.

Think technology for your portfolio

Evidence suggests investing in technological and biotechnological funds during market turmoil could gain an investor a better return relative to other traditional celebrated funds.

Covid-19 emergency budget speech summary

Projected consolidated budget spending, including debt, will exceed R2 trillion for the first time ever.

How to avoid becoming a victim of a phishing scam

As fraudsters evolve, we need to become more aware of what information we put out there.

Important things to consider before withdrawing retirement savings

Cashing in your retirement savings can trigger a high tax implication.

WATCH: May 2020 economic update

The S&P 500, FTSE 100, and Hang Seng fell in May, while the Alsi increased by 2.11%.

A look into alternative investments

Scotch Whisky has historically delivered average returns of 12% per annum over the last decade.

The importance of risk cover

Risk cover ensures you and your family will have an income should anything happen to you.

Watch: April 2020 economic update

The US oil price was trading below zero for the first time in history. This was driven by a flood of unwanted oil.

Claiming from the UIF during and after the lockdown

The government have created lay-off options.

Lockdown update: the good, bad and amusing

Let us keep up the hope and be positive.

Structuring portfolios in times of chaos

And long-term annuity income planning.

Practical advice if you lose your job

You need to think logically, calmly, and rationally about what steps to take.

The importance of updating your will regularly

We all owe it to not only to ourselves but to our loved ones to ensure that we have a valid will in place.

Current panic during the Covid-19 pandemic

It's best to wait it out the volatility until a picture emerges and some stability returns to the markets.

WATCH: March 2020 Economic Update

The rand dropped to a record low.

Sanctions list searches – the dreaded false positive

Having a financial advisor can work in your favour.

Nine questions on offshore investing answered

What you need to know about investing internationally.

WATCH: February Economic Update

Good news from Tito's budget; coronavirus continues to impact markets.

Budget Speech 2020 Review

It's not all bad news.

The Global Wealth Report summarised

South Africa contributes US$0.77 trillion or 0.21% to the total global wealth.

WATCH: January Economic Update

The year got off to a shaky start.

A decade encapsulated

As a new decade dawns, we look at a few major international, regional and local headlines that gripped the last decade. These were headlines that shocked us, made us laugh, dance, cry, emotional, enriched us and above all made us united as a true rainbow nation when our boys lifted the Webb Ellis Cup right

December 2019 Economic Update

The rand had an estimated 4.5% rally in December.

WATCH: November 2019 Economic Update

Moody's downgraded SA's outlook, putting the country a notch away from junk status.

The benefits of investing offshore and what to consider

International investing may offer a hedge for investors who fear the depreciation of the rand.

WATCH: October 2019 Economic Update

Equity markets gained 3.1% in October which was led by a rally in the Resources sector.

MTBPS: Has government been able to carry out what was set out?

Finance Minister Tito Mboweni delivered his much-awaited medium-term budget policy statement on October 30 2019. It’s South Africa’s most influential one as a review from credit ratings agency’s Moody Investors Services is scheduled for November 1 2019. Has our government been able to carry out what was set out? There are signs that investment spending

The essence of saving and the different ways to save

Every rand earned is worth saving today for the rainy days ahead.

The age of anxiety

Ongoing political and economic developments are causing concern among investors.

September Market Economic Update

News from local and global markets.

What is the real tax rate in SA?

Income tax is just the start; hidden taxes must also be considered in budgets.

What makes investing so difficult?

The risk in cryptocurrencies is very high and in no way an easy way to make a quick profit.

July market economic updates

A round-up of market, economy and currency news.

Why it’s a good idea to start saving up towards your retirement now

It's said you would need at least 70% to 75% of what you earned at the peak of your career to maintain your lifestyle at retirement.

June 2019 economic update

A round-up of economic and political news from last month.

May 2019 economic highlights

A round-up of local and international political and business news.

Important decisions before entering an investment

A look at local vs offshore; active vs passive; best- or worst-performing funds; and equities, bonds, cash or property.
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