FTSE/JSE
April Newsletter
Monthly Market & Fund Update Markets bounced back sharply during April on the back of positive news. Many countries started to relax…
Epidemics and Investing
Public health outbreaks and epidemics like the recent coronavirus can quickly scare investors and, eventually, affect economies and businesses. Coronavirus market sell-off…
Consider your goals when investing offshore
Goals-based investing is about aligning your investments with your life. When you decide how to invest, you should start with your end…
Your Financial Year Checklist
The current 2018/2019 tax year is ending on 28 February 2019. During this time, it is important to remember to make use…
We take a look back
In this post, we look back at the year’s performance of the various asset classes and highlight one of the most statistically significant…
Is Cash King?
It has been a good few years for cash. As shown in Graph 1, over the past three years cash (i.e. highly liquid…
Why cash can be the riskiest asset of all
When you consider the biggest risk to your wealth – Every investor would have heard of equity and listed property referred to…
Let SARS help you pay for retirement
The South African Revenue Service (SARS) wants to help you pay for your retirement. The way in which they do this is by…
The Impact Of VAT
– On The Ordinary South African There is a massive gap in the country’s finances, to put it bluntly. South Africa has…
Downgraded
This week , S&P cut South Africa’s long-term foreign currency debt rating to one notch below investment grade. The local currency rating was…