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Wealth & Investments

 

Wealth & Investments / 02-05-24 / Michael Denenga & Ashford Nyatsumba

Narrative critical in investment landscape as fund managers pursue exit longevity

"What began as isolated cases has morphed into a steady stream of capital deployment, with development capital now representing an important source of funding in a constrained market versus the heady years of 2021 and 2022," says Michael Denenga,…

Wealth & Investments / 24-04-24 / Tommy Jackson

Fund managers demand greater flexibility as new capital streams emerge

"For some time, Mauritius has been a leading market for investors with an Africa mandate. The island’s favourable exchange controls, 46 double taxation treaties, policy support, and experienced financial services sector have made it the most…

Wealth & Investments / 24-04-24 / Nirdev Desai

Nirdev Desai | Even Warren Buffet is sitting on piles of cash – but what are the risks?

"If you intend to include cash holdings in your portfolio, then it's critical to acknowledge that cash is not always a failsafe option, and that guarantees are (at best) only as good as the word of the guarantor. So it's important to understand…

Wealth & Investments / 24-04-24 / Albert Coetzee

Albert Coetzee | The problem with probate

"Offshore probate refers to the process of applying for the right to deal with a deceased person's foreign assets and proving their will as a valid legal document in the foreign jurisdiction. The process may vary from one jurisdiction to another…

Wealth & Investments / 24-04-24 / Tommy Jackson

Four key philosophies for wealth creation in turbulent markets

"While the markets have been strong going into 2024, given the expectation that rates could start to decline later this year, we remain on the cautious side as we think that fundamentally there are still a lot of challenges in the pipeline,"…

Wealth & Investments / 23-04-24 / Tommy Jackson

Academy attracts members with it's bespoke approach

"It aligns with our mission to equip trading enthusiasts with invaluable skills and guide them towards financial literacy and paving a path to financial freedom. Our goal is to empower traders with practical knowledge, giving them a distinct…

Wealth & Investments / 17-04-24 / Tommy Jackson

South Africa's retail hedge fund revolution

"Hedge funds are one of the building blocks of a well-diversified investment portfolio to reduce market volatility. This hopefully indicates that hedge funds in South Africa are increasingly being accepted as an important investment tool in…

Wealth & Investments / 17-04-24 / Mark Lacey

Mark Lacey | Energy transition: Is the sector ex-growth?

"We are entering a multi-decade investment cycle across almost all areas of the energy market value chain. We've reached a point where the world is becoming short of energy, and the last 10 years has resulted in the global energy sector facing…

Wealth & Investments / 17-04-24 / Stanley Gabriel

Stanley Gabriel | Your money is not your shrink

Stanley Gabriel, CEO of Momentum Investo, delves into the intricate web of our money mindset, challenging the notion that wealth equates to fulfillment - and while acknowledging the practical benefits of financial stability - Gabriel highlights…

Wealth & Investments / 17-04-24 / Teboho Makhabane

Teboho Makhabane | The climate megatrend and what it means for investors

"With temperatures climbing and the spectre of El Niño looming, promising to intensify these conditions, we’re inching closer to surpassing the critical 1.5 degrees Celsius temperature increase per year that has been forecast," says Teboho Makhabane…

Wealth & Investments / 17-04-24 / Fernando Durrell

Efficient, risk-adjusted positioning in the sweet spot of high yield assets

"We maintain that the economy and markets have yet to feel the full impact of one of the swiftest hiking cycles since the 80s. US inflation in particular remains above the Fed’s 2% target, while that economy continues to ‘run hot’. We thus continue…

Wealth & Investments / 17-04-24 / Wendy Myers

Wendy Myers | How to choose an investment platform: here’s your checklist

"A platform should enable you to externalise (out of South Africa) or repatriate (into South Africa) your funds to or from the offshore platform, taking into account the SARS and SARB approval necessary if you wish to externalise more than R1…

Wealth & Investments / 12-04-24 / Mike Adsetts

Mike Adsetts | Crypto: Is it an investment?

Interest in cryptocurrencies like Bitcoin has spiked, prompting questions about their viability as investments. Momentum Investments' Mike Adsetts, chief investment officer, Momentum Investments weighs in, highlighting the potential for diversification…

Wealth & Investments / 10-04-24 / Wendy Myers

Wendy Myers | When to sell a stock

"Fundamentally the two human emotions that influence investors when they are considering selling a stock are greed and fear. However, selling stocks is a necessary part of your investment journey and there are right and wrong reasons for doing…