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Wealth & Investments

 

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.

Wealth & Investments / 25-07-23 / Tommy Jackson

Credit Chronicle | A welcome rally but beware over enthusiasm

“Following the recent rally, a common question we are asked is whether high-yield credit investors are still being compensated fairly for default risk as companies face a more testing operating environment,” Darpan Harar, Multi Asset Credit…

Wealth & Investments / 21-07-23 / Richus Nel

Richus Nel | RSA’s multi-millionaires caught off-guard at death

"All of us will eventually pass away and pay our dues. Dollar millionaires will be subjected to scrutiny by SARS in respect of capital gains, estate duty and executors will levy their fees on whatever passes through the deceased Estate," says…

Wealth & Investments / 21-07-23 / Mark Tucker & Amol Prabhu

Mark Tucker & Amol Prabhu | Importance of having the right estate planning building blocks in place

"Estate planning is crucial for any family (just ask anyone who's tried to wrap up a poorly managed estate), but it's even more so for high and ultra-high-net-worth individuals (HNWIs and UHNWIs) and their families," writes Mark Tucker, Head…

Wealth & Investments / 21-07-23 / Keith Wade

Why Schroders still expect a US rate hike this month despite easing inflation

"The recent better-than-expected inflation figures would suggest that policy is working to ease price pressures as higher interest rates reduce demand. Key payroll figures from earlier this month also came in below expectations with the economy…

Wealth & Investments / 17-07-23 / Chris Smit

PSG Wealth welcomes top Independent Financial Adviser business

“We are excited to onboard the team and there will be many similar transactions to follow,” says Dan Hugo, Chief Executive of Distribution at PSG Financial Services regarding the Progressive Wealth acquisition.

Wealth & Investments / 14-07-23 / Johanna Kyrklund

Johanna Kyrklund | Schroders CIO Lens Q2 2023: Asset allocation views

The resilience in growth from neutral to negative in March 2023 has meant that equities have held up reasonably well in the short term, but Johanna Kyrklund, Group Chief Investment Officer and Co-Head of Investment at global investment manager,…

Wealth & Investments / 11-07-23 / Adriaan Pask

Adriaan Pask | Is a Brics currency a viable reserve currency option? Not so fast.

"The US dollar serves as the world's reserve currency, primarily due to the petrodollar system, where oil transactions are conducted in dollars and the proceeds are reinvested in US bond and treasury markets," says Adriaan Pask, Chief Investment…