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Wealth & Investments

 

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,"…

Wealth & Investments / 08-02-24 / Nirdev Desai

The math behind the millions: understanding the power of compound interest over time

"Compound interest has immense power to make money grow, but the factor that harnesses its true power, is time. The more an investment is left to grow and earn compound interest, the greater the earning potential becomes," says Nirdev Desai,…

Wealth & Investments / 08-02-24 / Shelly Nxumalo

Prescient Securities appoints Jonathan Kennedy-Good as Senior Equity Research Analyst

"Not only is Prescient Securities a trusted partner to clients in the financial markets, they also continuously invest in their people and business.  I'm excited at the prospect of joining a business firmly in growth mode, driven by an experienced…

Wealth & Investments / 01-02-24 / Kwanele Sibanda

Satrix launches JSE global equity exchange traded fund (ETF)

"This new fund represents a shift in investment strategy, catering to the market's evolving needs. It will provide an alternative option for investors who want to diversify their local equity portfolios and incorporate higher exposure towards…

Wealth & Investments / 01-02-24 / Tommy Jackson

Prescient launches Income Provider AMETF

"Our Actively Managed ETF is specifically designed for investors seeking stable, short- to medium-term real returns. It strategically targets the maximisation of income via a diverse range of fixed income assets, including money market instruments…

Wealth & Investments / 25-01-24 / Robyn Laubscher

Robyn Laubscher | How to make the most of tax allowances on your retirement savings each year

"To maximise the tax benefits of savings towards retirement in South Africa, it’s essential to understand the limits that come with each of these products and how these may affect your taxable income," says Robyn Laubscher, Advice and Product…

Wealth & Investments / 23-01-24 / Nirdev Desai

Nirdev Desai | A comparative look at retirement annuities versus tax-free savings accounts

"Choosing the right avenue to follow when planning for retirement, as well as the most tax-efficient financial instruments, relies on being able to make informed decisions. This is where having the help of an adviser can make all the difference…

Wealth & Investments / 22-01-24 / Anet Ahern

Anet Ahern | Lessons learnt and the road ahead – finding opportunities in 2024

"Our experience over the past three years highlights how dangerous focusing on short-term forecasts and binary outcomes can be. At the beginning of 2023, consensus was that the US would fall into a recession soon, and yet here we are in a new…