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Wealth & Investments

 

Wealth & Investments / 27-03-24 / Wendy Myers

Wendy Myers | Strategies to build wealth despite volatile and unpredictable markets

"For those who are uncomfortable with high levels of volatility, there are ways to minimise your exposure. Multi-asset funds or a fixed income component, as part of an overall balanced portfolio, can bring peace of mind," says Wendy Myers, Head…

Wealth & Investments / 06-03-24 / Tommy Jackson

Retail investors drive net inflows into hedge funds in 2023

Hayden Reinders, convenor of the ASISA Hedge Funds Standing Committee, welcomes the stronger uptake of hedge funds, especially by retail investors, commenting that "this hopefully indicates that hedge funds in South Africa are increasingly being…

Wealth & Investments / 06-03-24 / Justin Floor & Dirk Jooste

Justin Floor & Dirk Jooste | Investing in SA-exposed securities: finding the opportunity amidst the danger

"The equity market is being priced at historically low valuation multiples, and in some cases, companies are acutely undervalued relative to their prospects for growth and shareholder return," say Justin Floor, Head of Equities and Dirk Jooste,…

Wealth & Investments / 06-03-24 / Tommy Jackson

Local CIS portfolios grow assets under management to new record levels

Sunette Mulder, senior policy adviser at the Association for Savings and Investment South Africa (ASISA), says the asset growth can be attributed to market performance and net inflows of R110 billion over the 12 months to the end of December…

Wealth & Investments / 06-03-24 / Tau kaVodloza

Three tax-saving strategies for South African forex traders

“The difference in how trading income is taxed compared to the tax liability of everyday employees is rooted in the fact that the majority of online traders do so independently rather than as employees of a company. For this reason, traders;…

Wealth & Investments / 21-02-24 / Thalia Petousis

Thalia Petousis | What’s in store for interest rates in 2024?

"While it is sensible to expect a rate-cutting cycle to begin soon, it might be a short and shallow one given strong offshore labour markets and US consumer demand, as well as structural constraints within the SA economy that drive up the level…

Wealth & Investments / 21-02-24 / Johanna Kyrklund

Johanna Kyrklund | Rising noise levels in markets test investors

"It's important to remember, though, that not all the events of 2024 will be significant from a financial market perspective. The US presidential election is clearly one where the stakes are high, but that's not the case for every poll," says…

Wealth & Investments / 21-02-24 / Chris Smit

Hidden GEMs: Getting familiar with frontier markets

“More broadly, the growth and demographic dynamics that favour frontier markets will see them continue to become a larger part of the global economy, and that frontier-market debt provides direct access to the long-term growth and development…

Wealth & Investments / 14-02-24 / Sisanda Ndlovu

Morningstar announces finalists for 2024 Morningstar Awards

“The Morningstar Awards for Investing Excellence are designed to recognise the industry’s best fund offerings and investor-centric firms. With our new methodology being used across 24 markets globally, we look forward to rolling out these research-driven…

Wealth & Investments / 14-02-24 / Adriaan Pask

Adriaan Pask | Equities crucial to grow retirement savings in excess of inflation

"Saving for retirement is fundamentally a long-term financial strategy, and its success hinges on the ability to generate real returns over time. Generating real returns (or returns adjusted for inflation) ensures that the purchasing power of…

Wealth & Investments / 14-02-24 / Vuyo Ntoi

Industry outlook for 2024: venture capital and private equity in SA

"According to the most recent 2023 SAVCA VC Survey, the value of VC deals concluded in 2022 contracted 14.5% when compared to the previous year. Yet, despite the obvious challenges, the PE industry saw the amount of funds raised in 2022 increase…

Wealth & Investments / 14-02-24 / Dr Nils Rode

Dr Nils Rode | Private markets outlook – it’s time for optimism

"We now see private markets having largely reverted to pre-pandemic levels in terms of fundraising, investment activity, and valuations. However, noteworthy exceptions include large buyouts in private equity, where fundraising has remained vigorous,"…

Wealth & Investments / 14-02-24 / Tommy Jackson

Three ways to harness the power of tax-efficient long-term investing

"Did you know that the tax efficiency of your investments can greatly benefit your long-term investment outcomes? That is because avoiding tax leakage significantly enhances the compounding effect of an investment over time," says Naledi Makiwane,…

Wealth & Investments / 08-02-24 / Johanna Kyrklund

Schroders CIO Lens Q1 2024: pack of cards need to be reshuffled for opportunities

"We are not predicting significant US rate cuts given the backdrop of high levels of employment. Although inflation continues to move in the right direction and wage growth has peaked, it feels premature for the Fed to cut so aggressively,"…