News & Opinions


Beyond 100 Years

Some investors might find it interesting that South Africa has been one of the world’s best performing stock markets for nearly 100 years, despite underperforming inflation for the last three years. So, what makes us so special, and could we realistically expect this to continue? Picking up from a recent article by Fundhouse, we look at some of the opportunities and what needs to happen to realise South Africa’s potential.

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What comes first? Happiness or Money?

Is getting richer all that it’s cracked up to be? asked The Economist a while back. The UK weekly noted that it is clear that there is a positive relationship between income growth and well-being. What is not clear is whether happiness leads to money or vice versa.

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Money isn’t everything. Calculating your true worth.

What are you worth? Is it really limited only to the amount of money you have, your investment portfolio, the property you own, your so-called tangible assets? Have you ever recognised that you have other assets that you also need to manage, invest in and nurture? We take a look at your precious but invisible possessions, your intangible assets.

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Don’t be swayed by Trump’s trade tantrums

So, what can we learn from the first Quarter of 2018? South Africa’s economic prospects have certainly brightened, but global markets have been volatile, creating a degree of uncertainty for investors with portfolios exposed to them. However, financial plans should be amended in response to changes in your personal circumstances, but not in response to changes on financial markets.

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No More Moody Blues, For Now

Astute political manoeuvring by President Ramaphosa and an improving, though still-fragile, economy, buoyed by Moody’s recent decision to reaffirm our investment-grade rating, have raised the possibility of an interest rate cut. Investors need to assess new options but caution is called for. Here we look at the possibilities.

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Time to hit the road with Ramaphosa

What a difference a day … or two … can make. Jacob Zuma terminated nine years of rule on Wednesday 14 February and the next day Cyril Ramaphosa hit the road running, literally, leading brisk early morning walks with fellow citizens and taking some quick steps to breathe a measure of confidence into the nation and its markets.

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