News & Opinions


Crowning the Customer

That well-worn saying that “the customer is king” is finally beginning to take on real meaning in the business of lifestyle financial planning. Veritas Wealth Management founder Barry O’Mahony sets out how investors will benefit from changes that are transforming the relationship between investors and their financial planners.

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Ending Your Year on the Right Note

As we come to the end of another year, it’s time to kick back a bit, spend more time with family and friends, and reset for the next decade. So why not take your cue from the Mexican fisherman who seems to have found just the right way to live what he calls “a full and busy life.”

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Teetering on the brink of a credit downgrade

Chances are we’ll all be able to relax over the festive season without Moody’s joining the other ratings agencies by reducing South Africa to sub-investment grade. But come 2020, the single horsehair suspending that Damoclean sword over us will seem more fragile than ever. So what’s going to happen? Global investment adviser Fundhouse has produced a penetrative analysis we’d like to share with you.

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Seeing Red on Black Friday

People out there are about to go crazy. Black Friday is upon us and they’re about to unleash the inner shopping cravings they have been suppressing all year. But, as they say, buyer beware. We came across a study by behavioural economists and thought you would find useful their top traps on Black Friday.

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Are you an eater or a waiter?

It seems so clear cut. The best chance you have to achieve your investment goals is to save regularly over the long term. So why do so many people fail to follow this logic? It requires delayed gratification, not something the world we live in subscribes to. In this light, we wanted to share some insights from Nic Andrew, Head of Nedgroup Investments.

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