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Wealth & Investments

 

Wealth & Investments / 19-06-26 / Staff Writer

Francophone Africa - Navigating finance, partnership and reframing risk

"Building trust with African states is essential, particularly given the region's history with resource extraction and wealth distribution. Market entry depends on the quality of the local anchor, a partner with a real track record," says Olivier…

Wealth & Investments / 10-06-26 / Duty Editor

Effective offshore structuring demands real governance and substance

“The global environment has changed significantly. Authorities are no longer scrutinising whether offshore structures exist – they are looking for genuine independent governance and commercial rationale,” says Leah Mannie, Consultant at Sovereign…

Wealth & Investments / 10-06-26 / Tom Wilson

Tom Wilson | Could it be time for a resurgence in quality?

"We currently have a geopolitical shock with uncertain duration. Forecast risk is high, so there is more value in assessing relative sensitivity than creating point forecasts. We have a simple framework for assessing economic exposure to food…

Wealth & Investments / 10-06-26 / Daniel Nkosi

New generation of investors redefine wealth creation through digital platforms

“The shift is being driven by access, not just access to an app or trading platform, but access to the world of investing itself, from the language, the ideas and the confidence that make people feel they can participate,” says Shivani Naidoo,…

Wealth & Investments / 20-05-26 / Sisanda Ndlovu

After 15 years of underperformance, Asian markets show promise

"Over the past 15 years, about 80% of the US market's stronger performance came from a stronger dollar and investors paying more for each dollar of profit, with only 20% coming from rising profits. Those two main forces are unlikely to repeat…

Wealth & Investments / 13-05-26 / Staff Writer

Adriaan Pask | Know your investor archetype: the behaviour that drives long-term outcomes

"Not everything is beyond your control. There are factors you can influence that are important drivers of your long-term investment success. In volatile environments, the real advantage is rarely found in predicting the next headline. It is…

Wealth & Investments / 30-04-26 / John Gilchrist

John Gilchrist | How we respond in a crisis

"Achieving investment excellence does not happen in a single moment. Rather, it is the outcome of innovative thinking and extensive research, combined with well-designed portfolio scenario analysis and stress testing," says John Gilchrist is…

Wealth & Investments / 22-04-26 / Adriaan Pask

Adriaan Pask | Tips to achieve financial freedom for generations to come

"For many households, the first step towards financial freedom is moving from informal savings or cash under the mattress into regulated products that can outpace inflation and protect purchasing power over time," says Adriaan Pask, Chief Investment…

Wealth & Investments / 22-04-26 / Reza Hendrickse

Reza Hendrickse | The rate cut SA was promised is gone: what now for investors?

"While the situation remains fluid, the range of possible outcomes has widened considerably, and the risks that policymakers and investors now face have increased compared to the start of the year," says Reza Hendrickse, Portfolio Manager at…

Wealth & Investments / 18-03-26 / Daniel Nkosi

New regulations quietly changed the offshore investment game

"Without a formal structure, offshore assets can become an estate planning nightmare. Upon the death of a holder, direct offshore investments may be subject to foreign probate (legal validation of a will), offshore inheritance taxes (situs tax),…

Wealth & Investments / 18-03-26 / Staff Writer

Doubling of overseas allowance a good deal for local investors

“In volatile market conditions, global diversification can literally be a free lunch. Moving your money offshore gives you currency, political, industry and sector diversification. It makes sense to spread your risk across the globe rather than…

Wealth & Investments / 04-03-26 / Mariska Comins

Mariska Comins | Ignore fleeting trends to achieve long-term financial resilience

"We live in a society motivated by solving short-term wants, often without considering the long-term financial trade-offs. For many, the temptation to spend now can overshadow the quiet power of consistent, incremental investing – a practice…

Wealth & Investments / 25-02-26 / Duty Editor

Dalrymple Holdings to acquire WTW SA's investments advisory business

Dalrymple Holdings, led by financial services professionals Gontse Sekhitla and Tando Bikitsha, is to acquire WTW (Willis Towers Watson) South Africa's Investments Advisory business. Following the deal close, the business will operate as Catenate…

Wealth & Investments / 18-02-26 / Duty Editor

Johanna Kyrklund | Investor insights in a world of evolving risk and opportunities

"Populism in the West is leading to looser fiscal policy, which is good for nominal growth and supportive for equities. But additional spending, for example on stimulus or defence, could imperil the sustainability of government debt. We see…