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Wealth & Investments

 

Wealth & Investments / 30-01-25 / Jane Khumalo

Six global themes shaping the investment landscape to come

Foord Asset Management recently hosted a thought-provoking webinar that unpacked six critical themes set to shape the investment landscape in 2025 and beyond.

Wealth & Investments / 30-01-25 / Tommy Jackson

Verdant Capital completes US$2m mezzanine investment in UsPlus

Since its inception in 2015, UsPlus continues to offer essential working capital solutions to businesses across the country, that have historically been unable to access traditional forms of financing.

Wealth & Investments / 29-01-25 / Paddy Flood; Simon Webber and Johanna Kyrklund

DeepSeek disruption highlights need for resilient portfolios

"The news raises important questions for investors about the implications for the technology sector, given that the AI theme has powered stock markets in recent years," say Paddy Flood, Portfolio Manager and Global Sector Specialist, Technology,…

Wealth & Investments / 24-01-25 / Anet Ahern

Anet Ahern | Why focusing on predictions is doomed to fail in 2025

"Locally, 2023 had been a year of record load shedding, and many did not expect us to avoid the spectre of a grid collapse during this past winter. Yet, at the end of December 2024, we surpassed 250 days without load shedding," says Anet Ahern,…

Wealth & Investments / 24-01-25 / Wendy Myers

Wendy Myers | The role of a securities portfolio in your holistic retirement plan

"As part of defining your holistic retirement plan, you need to consider the role of a share portfolio in achieving your retirement outcomes, as shares continue to be the single asset class that beats inflation over the long term," says Wendy…

Wealth & Investments / 23-01-25 / Linda Kleynscheldt

Linda Kleynscheldt | Quick guide to choosing the right retirement investment products

"Both TFSAs and RAs are open to all individuals.  For TFSAs there are no age restrictions for making contributions and on RAs contributions may be made up to the maximum retirement age stipulated by the product provider," says Linda Kleynscheldt:…

Wealth & Investments / 23-01-25 / Jane Khumalo

Prescient Investment Management launches new Domestic Balanced Fund

One of the obvious challenges in the market is that the investment universe on the JSE has been shrinking and investors are seeking alternative ways to participate in the economic recovery in South Africa. This Fund offers access not only to…

Wealth & Investments / 23-01-25 / Patrick Mathabeni

Patrick Mathabeni | What will shape global and local investments in 2025?

"Donald Trump’s return to the US presidency marks a renewed focus on his distinct economic policies, with potentially significant implications for global trade, particularly in relation to China," says Patrick Mathabeni, Senior Research and…

Wealth & Investments / 07-01-25 / Duty Editor

Foord Asset Management predicts top five investment trends for 2025

“Electricity volumes are expected to rise by 2% annually, reversing decades of stagnation, while costs to consumers are projected to decrease, providing a strong and stable return profile for investors,” says Portfolio Manager Brian Arcese.

Wealth & Investments / 05-12-24 / Tommy Jackson

Prescient launches new Global Income Provider AMETF

"Given the global interest rate environment, which is expected to remain elevated for a while longer, investors can take advantage of short-duration, low-risk global income instruments like our AMETF,” explains Henk Kotze Head of Cash and Income…

Wealth & Investments / 29-11-24 / Adriaan Pask

Adriaan Pask | Why SA is the most promising part of the portfolio right now

"Asian markets have also been remarkably dynamic, with fresh developments from China emerging almost weekly. Equally notable were the events in Japan this August, where turbulence in the carry trade sparked significant market shifts," says Adriaan…

Wealth & Investments / 27-11-24 / Niki Giles

Niki Giles | Why AMEFTs should be part of your 2025 portfolio

"One of the standout benefits of AMETFs is accessibility. As exchange-traded products, they can be bought and sold as easily as any other listed security. This ease of access contrasts sharply with traditional unit trusts, which require investors…

Wealth & Investments / 27-11-24 / Adriaan Pask

Adriaan Pask | Six steps to evaluating potential investments

"When market sentiment is low, asset prices tend to follow suit and creates a ripe environment for long-term investment. Using these downturns as buying opportunities, you can position for future growth when markets inevitably recover," says…

Wealth & Investments / 27-11-24 / Haydn Johns

Haydn Johns | How to create lasting wealth that spans generations

"Creating lasting wealth to pass down for generations to come can seem an overwhelming task. But taking a step-by-step approach to understand and planning for the various considerations holistically helps to make it achievable," says Haydn Johns,…