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Wealth & Investments

 

Wealth & Investments / 31-07-24 / Mariska Redelinghuys

What your will, your doctor, and your financial adviser have in common

"The reason behind this is that financial advisers look after clients' financial challenges in much the same way that doctors look after patients' health issues. This is not a perfect analogy, but there are certainly some comparisons to be drawn,"…

Wealth & Investments / 31-07-24 / Gabriel Botha

Gabriel Botha | Mastering compound interest: everyone's financial superpower

"By eliminating debt, starting to invest early, and remaining invested for the long term, you can maximize the benefits of compounding. This National Savings Month, commit to understanding and leveraging compound interest to secure your financial…

Wealth & Investments / 31-07-24 / Johanna Kyrklund

Johanna Kyrklund | Politics matter, but it can pay to keep things simple

"With interest rates starting to fall, emerging market equities are looking more compelling. Many emerging economies have brought inflation under control, are running prudent fiscal policy and benefit from the manufacturing recovery that is…

Wealth & Investments / 31-07-24 / Chris Smit

Allocating capital to investments that grow South Africa's economy

"While South Africa is alive with possibilities, and enjoying improving investor confidence, the results of policy reform and pro-growth initiatives will undoubtedly take time for their effects to be felt in the real economy," says Navin Lala,…

Wealth & Investments / 31-07-24 / Haydn Johns

Haydn Johns | Young investors think differently, but some principles are timeless

"It is therefore no surprise that Generation Z’s are five times more likely to make their investment decisions based on social media. Beyond seeking financial return and building personal wealth, they also want to invest in firms that align…

Wealth & Investments / 31-07-24 / Chris Smit

G20 finance ministers highlight work of the investor leadership network

"This new initiative advances key Treasury priorities. Since the start of the Biden-Harris Administration, Treasury has been actively pursuing work to promote economic growth, stability, and resilience in countries around the world, including…

Wealth & Investments / 17-07-24 / Haydn Johns

Haydn Johns | Yes, investing early on is best - but first, you need to know the basics

"A critical factor when considering asset classes is your appetite for risk. While being in an investment portfolio allocated to equities has historically given investors the best returns over the long term, investing in this asset class has…

Wealth & Investments / 17-07-24 / Ian Cunningham

Ian Cunningham | Gold a key hedge for Trump 2.0

"The US population is ageing, but strong immigration and a large millennial cohort, which is approaching peak household formation and goods demand, have scope to boost aggregate demand. These combined forces are already generating stronger inflationary…

Wealth & Investments / 10-07-24 / Wendy Myers

Wendy Myers | Is it too soon to consider an equity portfolio?

"Once you have an idea of what you can afford to invest each month, you should try and invest this amount regularly to ensure you achieve your investment goals. Many young investors start their investment journeys by making regular investments…

Wealth & Investments / 26-06-24 / Adriaan Pask

Adriaan Pask | Can the JSE stem the tide of delistings – and what this means for SA investors?

"Being a listed entity also comes with various obligations that exert short-term pressure on board members and businesses to perform well consistently. Equities are generally a long-term investment and this short-term pressure can disincentivise…

Wealth & Investments / 26-06-24 / Philipp Wörz

Philipp Wörz | Is there life beyond the Magnificent 7?

"In assessing opportunities, we look to construct portfolios that are well poised to unlock value for investors. Importantly, the earnings forecasts for many of our investee companies are not significantly lower than those of the Magnificent…

Wealth & Investments / 19-06-24 / Chris Smit

FNB sees increased demand of Krugerrands on its trading platforms

“FNB currently holds over R1 billion worth of coins in its portfolio on behalf of its clients. This milestone underscores the trust that clients have placed in FNB as their preferred financial and investment partner. This further demonstrates…

Wealth & Investments / 12-06-24 / Haydn Johns

Haydn Johns | How investment platforms enhance wealth creation

"Many people start their savings journey by using banking products. While this is a good place to start, banking products typically offer a lower risk and return profile which can quickly become unsuitable for investors’ needs," says Haydn Johns,…

Wealth & Investments / 06-06-24 / Tommy Jackson

Liberty's index-tracker fund poised for growth as it marks its 10th anniversary

"As one of the competitive participants in the index tracking space, we are confident that the up take for index tracking will rise as other investment houses see its benefits and adopt the philosophy behind it," says Kgotso Thipa, Manager of…