Loading...
News Updates:



Wealth & Investments

 

Wealth & Investments / 26-03-25 / Duty Editor

Nedbank Private Wealth: Unlocking the power of connected wealth

"We recognise that while our clients' decisions involve financial considerations, they are never just about money. They are about the future, family, legacy, and long-term security. Our priority is to have the level of relationship and understanding…

Wealth & Investments / 26-03-25 / Kondi Nkosi

Can global equities provide benefits in any political or geopolitical environment?

"The uncertainty created by political and geopolitical events does not diminish the opportunities that may be found by overcoming a domestic market bias and gaining exposure to regions, sectors and companies that can thrive amid disruption,"…

Wealth & Investments / 26-03-25 / Richard Oldfield

Richard Oldfield | Now is the moment for active investment management to prove its value

"Much is said about the decline of active investing; far less is said about the risks and shortfalls of a passive investment approach. Today's markets could deliver the wake-up call," says Richard Oldfield, Group CEO of Schroders.

Wealth & Investments / 26-03-25 / Jane Khumalo

Sanlam Umbrella Fund appoints first female Chairperson

“It has been a privilege to serve as Chairman of the Fund. My five years as Chair, which began during the challenges of the COVID-19 pandemic, have been marked by significant growth and transformation. Jolly’s unanimous selection as my successor…

Wealth & Investments / 26-03-25 / Hannes van den Berg & Achumile Mashalaba

From sentiment to strength: the resurgence of the South African consumer

"After a sentiment-driven market re-rating in 2024, we believe the next phase of stock price appreciation will be earnings-driven, favouring companies that can convert improving economic conditions into real revenue and profit expansion. Key…

Wealth & Investments / 19-03-25 / Professor Emil Brincker

Professor Emil Brincker | The tax treatment of collective investment schemes

"The first proposal entails the CIS being treated as fully tax transparent. Capital gains and losses would be allocated to Unit holders on a daily basis and reported to them on an annual basis. This would result in CISs not being subject to…

Wealth & Investments / 19-03-25 / Sahil Mahtani

Sahil Mahtani | Macroscope: Is the market's bet on US exceptionalism being tested?

Sahil Mahtani, Head of Macro Research at Ninety One's Investment Institute, argues that the Trump administration appears willing to tolerate a slowdown to push through structural reform . Weakening indicators, policy changes, and shifting dynamics…

Wealth & Investments / 19-03-25 / Ané Craig

Ané Craig | Dynamic risk management as the economic cycle shifts

"We believe although fixed income markets are still positioned to deliver good real returns to investors, the return path will not be smooth, and therefore it is critical that investors partner with an investment manager who has a successful…

Wealth & Investments / 19-03-25 / Phil Robotham

Phil Robotham | World Water Day | AI’s unquenchable thirst

"The water footprint of datacentres is driven by both the water consumed for the electricity generation and the water consumed for cooling. This is a significant problem because the use of AI is becoming increasingly widespread across a range…

Wealth & Investments / 19-03-25 / Daniel Dos Passos

Daniel Dos Passos | The paradox of choice in making an investment decision

"Research has also shown that the more informed or experienced an individual is, the more confident they are in making a decision and prefer having more options. As a result, experienced investors are more likely to make investment decisions…

Wealth & Investments / 17-03-25 / Duty Editor

GPCA reveals infrastructure as a major focus for private capital invested in Africa

"Our analysis is also informed by interviews of key fund managers and development finance institutions active in African infrastructure, including Actis, Africa50, AIIM, A.P. Moller, British International Investment (BII), Climate Fund Managers,…

Wealth & Investments / 14-03-25 / Jane Khumalo

Budget 2025: Consumers given a lifeline - make the most of it, say Liberty Financial Advisers

"The series of interest rate increases over the past year may balance out any real negative effects from this small rise, but caution should be taken by consumers not to spend carelessly," says Liberty Wealth Adviser Carlo Gil.

Wealth & Investments / 12-03-25 / Sarah Simson

Sarah Simson | The new rules on distributions from SA trusts to offshore trusts

"Given the current economic and political uncertainty in South Africa, the ability to establish and fund an offshore trust is an even more attractive option for those looking to diversify assets and safeguard wealth in a more stable international…

Wealth & Investments / 12-03-25 / Danie van den Bergh

Danie van den Bergh | Career cross-currents navigated by today's financial adviser

"Financial advisers often face challenges in aligning their career goals and personal needs, particularly when they feel a lack of value or support from their Financial Services Provider (FSP). Many advisers struggle with limited opportunities…