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Wealth & Investments

 

Wealth & Investments / 30-10-24 / Tau kaVodloza

New categories for unit trusts investing exclusively in South Africa

"Since the Standard had to be amended, we used the opportunity to do a full review of the Standard to ensure that it continues to meet its key objective, which is to provide investors with a classification system that enables meaningful comparison…

Wealth & Investments / 30-10-24 / Tommy Jackson

US economist says short term market volatility is a given post elections

“Although I think the Fed will continue to ease, the larger deficits would probably slow their approach. One of the paradoxes of the Trump policy is that it would probably lead to a stronger dollar simply because of the higher interest rate…

Wealth & Investments / 30-10-24 / Sisanda Ndlovu

New property fund builds on Amplify’s growing success

“While we follow a well-honed and proven strategy of outsourcing to independent boutique managers, we came across this fortuitous opportunity and were excited about the potential to take over the fund and maintain the track record and the fund…

Wealth & Investments / 30-10-24 / David Rees

David Rees | A snapshot of the world economy in October 2024

"According to analysis from the Bank of International Settlements data, the average length of house price corrections in major economies is six years. Based on past experience, house price corrections in major economies result in peaf-to-trough…

Wealth & Investments / 23-10-24 / Samukelo Zwane

Samukelo Zwane | Structured products to form part of a well-balanced investment portfolio

“The benefits of structured products are numerous and compelling. Firstly, they offer customisation and flexibility, allowing investors to tailor their risk-return profiles to align with specific investment objectives and market outlooks,” says…

Wealth & Investments / 23-10-24 / Chris Smit

Fibon partners with Westbrooke Alternative Asset Management

"We have created an exceptional, expert team to make our dreams for a sustainable energy future for South Africa a reality, and over the past dozen years we have painstakingly built the required capacity and experience. The time has come to…

Wealth & Investments / 23-10-24 / Wendy Myers

Wendy Myers | What to consider when deciding to trade locally or offshore

"Currency risk is the key differentiating factor when considering investing offshore. Investors who view their investment returns in rands will be impacted by the strength or weakness of the rand, which is why a 60:40 local/offshore split is…

Wealth & Investments / 23-10-24 / Jane Khumalo

Liberty avails its Structured Global Performer to investors once again

“The latest tranche continues to give clients the best of both worlds; the benefits of a structured portfolio as well as that of an endowment as this solution is accessed via the Evolve Investment Plan & Sinking Fund.  Individuals can nominate…

Wealth & Investments / 17-10-24 / Chris Smit

PSG Financial Services delivers 28% increase in interim earnings

“The firm remains confident about its long-term growth prospects, and we therefore continued to invest in both technology and people. Compared to the prior comparable period, our technology and infrastructure spend increased by 20% (these costs…

Wealth & Investments / 16-10-24 / Mike Adsetts

Mike Adsetts | Why responsible investing is important in South Africa

"As a sustainability-focused business, we do not believe in a piecemeal approach to integrating sustainability and responsible investment practices in all that we do. As such we believe that integration of ESG practices is the most appropriate…

Wealth & Investments / 16-10-24 / Robyn Laubscher

Robyn Laubscher | The importance of sticking to your financial plan

"Sticking to a financial plan is essential to achieving financial stability, maximising wealth and minimising stress. While it requires discipline, and sometimes involves difficult choices, the benefits far outweigh the challenges," says Robyn…

Wealth & Investments / 16-10-24 / Rone Swanepoel & Shelley Hartman

Rone Swanepoel & Shelley Hartman | Wealth industry mega trends

"Research in the U.S. has shown that the new adviser failure rate is at an all-time high of 72%, meaning only 28% of advisers succeed within the first year. Often, it is believed that the wealth industry globally is vastly different to our local…

Wealth & Investments / 16-10-24 / Adriaan Pask

Adriaan Pask | South Africa's unit trust industry is changing

"The unfortunate truth is that, despite the recent market recovery, many investors remain heavily invested in fixed-income or fixed-interest assets. This highlights the importance of maintaining a long-term investment strategy, as it's impossible…

Wealth & Investments / 16-10-24 / Chris Smit

Niki Giles re-joins Prescient as Head of Strategy

"We are delighted to welcome Niki Giles back to Prescient as Head of Strategy. Her deep industry knowledge and strategic insight will be invaluable as we continue to drive growth and empower our clients for global investing success," says Craig…