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Wealth & Investments

 

Wealth & Investments / 16-10-24 / Robyn Laubscher

Robyn Laubscher | The importance of sticking to your financial plan

"Sticking to a financial plan is essential to achieving financial stability, maximising wealth and minimising stress. While it requires discipline, and sometimes involves difficult choices, the benefits far outweigh the challenges," says Robyn…

Wealth & Investments / 16-10-24 / Rone Swanepoel & Shelley Hartman

Rone Swanepoel & Shelley Hartman | Wealth industry mega trends

"Research in the U.S. has shown that the new adviser failure rate is at an all-time high of 72%, meaning only 28% of advisers succeed within the first year. Often, it is believed that the wealth industry globally is vastly different to our local…

Wealth & Investments / 16-10-24 / Adriaan Pask

Adriaan Pask | South Africa's unit trust industry is changing

"The unfortunate truth is that, despite the recent market recovery, many investors remain heavily invested in fixed-income or fixed-interest assets. This highlights the importance of maintaining a long-term investment strategy, as it's impossible…

Wealth & Investments / 16-10-24 / Chris Smit

Niki Giles re-joins Prescient as Head of Strategy

"We are delighted to welcome Niki Giles back to Prescient as Head of Strategy. Her deep industry knowledge and strategic insight will be invaluable as we continue to drive growth and empower our clients for global investing success," says Craig…

Wealth & Investments / 09-10-24 / Duncan Lamont

Duncan Lamont | Adding return and lowering risk with private assets

"Private assets have seen a dramatic rise in assets under management (AUM), growing from $700bn in 2001 to an astounding $13.6 trillion by mid-2023. Although this is still small relative to the $86 trillion market size of the combined public…

Wealth & Investments / 09-10-24 / Tommy Jackson

Women in Investment: breaking stereotypes and leading with excellence

“We place greater emphasis on detail company and industry analysis over market forecasts and speculation. This approach allows us to guide investment decisions towards sustainable outcomes, rooted in meticulous analysis of past performance…

Wealth & Investments / 09-10-24 / Robyn Laubscher

Robyn Laubscher | 5 tips for sticking to your financial plan

"Financial planning is the process of creating a roadmap to achieve your financial goals, whether they involve saving for retirement, purchasing a home, funding education, or simply achieving financial independence. However, the true value of…

Wealth & Investments / 09-10-24 / Sisanda Ndlovu

Amplify funds outperform at ten-year milestone

“Our growth in AUM is a true testament to the strong and mutually successful relationships we have with our partners and clients,” says Amplify’s head of retail distribution Nico Janse van Rensburg.

Wealth & Investments / 02-10-24 / Roné Swanepoel

Roné Swanepoel | Savvy spending and saving habits

"As spring comes to an end, let’s try to not only focus on keeping our cupboards clean, but also our finances. Why not make a mental note to earmark the month of September as your annual reminder to tackle your money maintenance going forward,"…

Wealth & Investments / 18-09-24 / Lyle Sankar

Lyle Sankar | Lesson on forecasting from SA’s 2024 elections

"There are important learnings from this event. Firstly, forecasting is inherently flawed, and using predictions to guide decisions ahead of major events carries significant risk. Before the elections, many expected the ANC's support to dip…

Wealth & Investments / 18-09-24 / Preanka Naidoo

Preanka Naidoo | The integral role of ESG in Absolute Return funds

"The principle of asymmetry is pivotal in investment. An asymmetric investment return philosophy is an investment approach designed to capture more upside than downside. The goal is to participate in market gains while limiting losses during…

Wealth & Investments / 18-09-24 / Tommy Jackson

New research reveals the role of private equity and venture capital investors

“VC and PE are tried and tested models to provide aspiring entrepreneurs a ‘foot in the door’ and local businesses much-needed growth capital – thus supporting high-growth firms that are crucial for economic activity, job creation and innovation,”…

Wealth & Investments / 18-09-24 / Shelly Nxumalo

FNB expands access to global markets for individual investors

"Today’s structured products offer individual investors the chance to achieve their financial goals by adding these cleverly designed products to their portfolios, and thereby benefit from the tailored risk-return profiles, capital protection…

Wealth & Investments / 18-09-24 / Tommy Jackson

US FED Chairman Jerome Powell pivots to interest rate cuts at Jackson Hole summit

US FED Chairman Jerome Powell says that there is "ample room" to respond to a cooling US economy. The Fed is set to announce rates today (Wednesday), and a projection of a one percentage point reduction in its target range, presently 5.25%…