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Wealth & Investments

 

Wealth & Investments / 08-09-23 / Raffaele Savi,Jeff Shen and Yaki Tsaig

How Artificial Intelligence is transforming investing: BlackRock Systematic

"Our models are trained on a smaller set of data inputs but are expected to deliver a high level of accuracy in performing the specific task that they’ve been trained and fine-tuned for," says Raffaele Savi, Jeff Shen, & Yaki Tsaig, at BlackRock…

Wealth & Investments / 08-09-23 / Ané Craig

Ané Craig | Navigating a stormy investment environment - focusing on the right factors

"The well documented economic challenges and ailments mean that our ‘economic vessel’ doesn’t seem very seaworthy, to both local and foreign investors. These challenges include load shedding and the toll it takes on economic growth, the spectre…

Wealth & Investments / 01-09-23 / Chantal Max

Chantal Marx | What our female clients are invested in on the JSE

"It is important to note that we still have a lot more men than women with share portfolios – only 25% of our Share Invest client base who disclosed their gender are women. This is in-line with global norms and, although the balance has improved…

Wealth & Investments / 01-09-23 / Alex Monk

Alex Monk | Reasons to ignore near-term challenges for energy transition market

"Three main factors have contributed to this trend: continued inflationary pressures and supply chain disruptions; tightening financial conditions by central banks, and easing demand in certain end-markets such as residential solar and electric…

Wealth & Investments / 28-08-23 / Mariska Redelinghuys

Mariska Redelinghuys | Trusts remain an effective family financial planning tool, despite stricter tax controls

"Despite having fallen out of favour in recent years due to the implementation of stricter measures to prevent tax avoidance, trusts are still one of the most effective estate planning tools for families, even more so when you take family pricing…

Wealth & Investments / 11-08-23 / Chantal Max

Chantal Marx | What makes women better investors

"It is difficult to generalise or to ascertain if this is idiosyncratic, but there are some key characteristics that women tend to possess that may account for their outperformance in the market," says Chantal Marx, Investment Research Head,…

Wealth & Investments / 11-08-23 / Duty Editor

Behavioural biases driving investment decisions

Adam Bulkin, Head of Global Portfolios at Sanlam Investments Multi-Manager says the dot-com bubble was a real-life example of behaviours such as herding, confirmation bias, regret avoidance and recency bias which, combined, led to poor investment…

Wealth & Investments / 08-08-23 / Valerie Harrington

Valerie Harrington | Why tackling gender inequality is key to delivering real financial inclusion

"At the current rate of progress, it will take 132 years to reach full gender parity. This is according to the World Economic Forum Global Gender Gap, which considers key dimensions of economic participation and opportunity, educational attainment,…

Wealth & Investments / 03-08-23 / Wendy Myers

Boost your family’s nest egg through dividends for passive income

"Securities not only provide a financial benefit once they are sold (by way of capital gains), but also provide regular benefits whilst you are invested in them (by way of dividends)," says Wendy Myers, Head of Securities at PSG Wealth.

Wealth & Investments / 02-08-23 / Chris Smit

Sanlam Investments Private Equity takes majority stake in Danny's auto

"This strategic move aligns with our investment strategy of supporting established businesses with strong growth potential. We believe that our partnership with Danny's Auto will create significant value and contribute to the continued success…

Wealth & Investments / 31-07-23 / Nirdev Desai

Nirdev Desai | Wealthy families at risk of losing their wealth in 2nd and 3rd generations

"Wealthy families do not appear to be well equipped to build on the financial success of previous generations, and that a reframing of how to ensure sustainable wealth for generations to come is needed," says Nirdev Desai, Head of Sales at PSG…

Wealth & Investments / 28-07-23 / Sisanda Ndlovu

Exploring Open AI: Its impact on investment knowledge and education

"Where it does hold major potential is as an educational tool. It can give you everything you need to know about a company in five seconds flat. It's great for portfolio research, learning about investment vehicles, understanding balance sheets,…

Wealth & Investments / 28-07-23 / Chris Smit

Savings month: How Gen Z can make maximum impact through investment

“Know which causes matter to you most and find out how you can support these, while building your wealth,” says Paul Wilson, Chief Investment Officer for Sanlam Investments Multi-Manager.

Wealth & Investments / 25-07-23 / Adriaan Pask

Adriaan Pask | Constraining demand with higher interest rates, is not the only way to lower inflation

"Even though there are other legitimate reasons for increasing interest rates beyond just fighting inflation it does seem that the interest rate mechanism is a rather blunt tool for reducing inflation"opins Adriaan Pask, CIO of PSG Wealth.