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Wealth & Investments

 

Wealth & Investments / 05-02-26 / Daniel Nkosi

Building resilience in a year defined by structural change

"AI now sits alongside the energy transition, demographic shifts and geopolitical realignment as a defining mega-force. The BlackRock Investment Institute estimates that if AI adds around 1.5 percentage points to US growth, it could lift revenues…

Wealth & Investments / 28-01-26 / Daniel Nkosi

Doing nothing is a decision - and it’s costing investors

“The real risk isn’t making the wrong decision. It’s avoiding decisions altogether. Over long periods, small differences in performance matter, and ignoring them can be far more damaging than responding to them. Investors don’t need more complexity,"…

Wealth & Investments / 19-01-26 / Wendy Myers

Wendy Myers | Portfolio diversification key to achieving retirement goals

"Diversification is a risk mitigation technique that aims to reduce losses by allocating investments among a variety of financial instruments. It is a critical aspect of effective portfolio management.," says Wendy Myers, Head of Securities,…

Wealth & Investments / 10-12-25 / Lungi Gwente

Lungi Gwente | How structure shapes returns in SA's private markets

"Closed-ended funds are structured with fixed life cycles, typically seven to 10 years, which naturally enforce exit discipline. Managers must plan, govern, and realise investments within a defined horizon. This structured approach has historically…

Wealth & Investments / 10-12-25 / Duty Editor

What's shaping portfolios in 2026?

Rashaad Tayob, Portfolio Manager, believes the broad-based rally across almost all major asset classes, both globally and locally, has been heavily influenced by the weaker dollar, which has fallen roughly 10% from its peak. He cautions, however,…

Wealth & Investments / 03-12-25 / Duty Editor

Sebastian Mullins | Schroders Multi Asset team upgrades global equity outlook

"A robust US earnings season and signs of a recovering jobs market have prompted us to upgrade our view in November. While the unemployment rate has risen since the September employment data, this has been driven by a higher participation rate,"…

Wealth & Investments / 26-11-25 / Duty Editor

Local CIS industry records second-highest ever net quarterly inflows

"Multi Asset portfolios have been firm investor favourites over the past 12 months and for the quarter ended September 2025. These portfolios attracted R93 billion of the R186 billion in net inflows for the 12 months ended September 2025," says…

Wealth & Investments / 12-11-25 / Duayne le Roux

Duayne le Roux | Can local bonds continue to reward investors?

"While last year’s rerating in local bonds was driven largely by the unwinding of the political risk premium, the drivers of the bond rally in 2025 are materially different. Bonds started the year off on a solid footing, offering attractive…

Wealth & Investments / 12-11-25 / Chris Smit

Knowing your investment profile matters more than chasing returns

"The truth is, it's really about knowing yourself and your goals. A conservative investor isn't cautious for no reason - they're protecting the money that matters most. A high-risk investor isn't gambling - they're aiming for growth while accepting…

Wealth & Investments / 05-11-25 / Duty Editor

Infinite Partners release milestone inaugural Sustainability and Impact Report

“Our inaugural Sustainability and Impact report reflects who we are at our core: a purpose-driven investor that believes financial performance and positive impact are not mutually exclusive. It marks the beginning of a journey to deepen accountability…

Wealth & Investments / 05-11-25 / Adriaan Pask

Adriaan Pask | Diversifying offshore isn’t just a luxury, it’s a must

"For investors seeking offshore exposure, there are a multitude of options available. While direct investment offshore is an option, it is complex and includes multiple tax and regulatory requirements," says Adriaan Pask, CIO, PSG Wealth.

Wealth & Investments / 23-10-25 / Wendy Myers

Wendy Myers | Why should SA investors consider investing in offshore shares?

"If you want to limit your rand exposure, consider investing in offshore markets, as this reduces currency risk and enhances investment returns by tapping into a wider range of global opportunities. This approach helps investors to protect their…

Wealth & Investments / 15-10-25 / Robyn Laubscher

Robyn Laubscher | Financial planning considerations when investing offshore

"Offshore investments can take many forms, including unit trusts, endowments, and direct stock portfolios. When considering these options, carefully assess whether the product structure aligns with your financial goals over the short, medium…

Wealth & Investments / 15-10-25 / Duty Editor

Five reasons China should be on every investor's radar

China is no longer an "emerging market" – it is already the world's largest economy on a PPP basis and home to seven of the world's ten busiest ports. According to Foord Asset Management, which recently hosted South African investors on its…