By Neels van Schaik, PSG Asset Management Whether you are a passive shareholder in a listed company or actively engaged in running your own business, there is one concept that focuses the mind of any capital provider, that being growth! Expectations of growth determine which projects or new ventures will be allocated capital and which [...]
Local fund managers view 2012 in slightly more bullish light
Local fund managers are more bullish about the prospects for the South African equity market, driven largely by optimism for financials and resources. This is one of the general findings of Investment Solutions’ first fund manager survey for 2012. The survey, conducted amongst 15 South African fund managers every six months, aims to gauge fund [...]
Financial services industry grapples skills shortages and regulation
Worldwide, the financial services industry is facing a severe shortage of critical skills, according to a report issued today (15 February 2012) by Professional Services Firm PwC. Nearly half of the industry leaders taking part in the PwC 15th Annual Global Survey believe that the limited availability of key skills is a serious threat to [...]
Update on world’s economic headache – Greece
The world remained on the edge of its seat last week as Greek officials continued to play cat and mouse with the ‘troika’ (ECB, IMF and European Union). “Markets were eagerly awaiting the outcome of this now global issue, as it affects all investment parties in some manner or other,” says Paul Stewart, managing director [...]
2012 – starts off with a bang
With the dawning of the new year, various forecasts of market professionals on what the investment world has to offer for 2012 began to appear. “On the back of mainly the European debt crisis, most of the expectations were for rather benign returns from equity markets,” says Luigi Marinus, head of research at Plexus Asset [...]
Just short of R1 trillion
The local Collective Investment Schemes (CIS) industry grew its total assets under management by R69-billion to R996-billion in 2011, narrowly missing the R1-trillion mark. Releasing the 2011 Domestic and Foreign CIS statistics at a media conference in Johannesburg yesterday, Leon Campher, CEO of the Association for Savings and Investment South Africa (ASISA), said while the [...]
Hedge funds outperform the ALSI in 2011 with less volatility
The Blue Ink Composite (BIC), which tracks the performance of around 100 Hedge Funds in South Africa, recorded an 8.65% increase in 2011, outperforming the JSE All Share Total Return Index (ALSI) by more than 6%. This outperformance was achieved with significantly less volatility levels than the local equity market. According to Eben Karsten, portfolio [...]
Do you make up the 6%?
By Rowan Burger: Head of Investment Strategy at Liberty Retail South Africa As a South African it’s time to seriously think about your retirement plan and be cognisant of our changing world of work. In the UK, twenty year olds are three times more likely to get to 100 than their grandparents. A quarter of [...]
New dividend tax will impact companies and shareholders
By Tasneem Gangat, Tax consultant, Grant Thornton Johannesburg The introduction of the new dividends tax (DWT), coming into effect from 1 April this year, will require that dividend tax is paid to SARS by the company, on behalf of the shareholder, before the dividend is paid out in full and will be levied at a [...]
Latest Issue - 31 January 2012
In This Issue:
- Prospects for 2012
- New Retirement Thinking?
- Reasons to be concerned about Europe
- Short-term insurance survey
Sign-up to our Newsletter:
Newsletters
- Newsletter 9 February 2012: Retirement resolutions
- Newsletter 2 February 2012: Investing discipline and World Cancer Day
- Newsletter 26 January 2012: Reasons for hope and fear for SA
- Newsletter 19 January 2012: Economies in 2012 and investing in cyclical businesses
- Newsletter 131211: 2011 review, quotes of the year, financial wishes
Newsletter 16 February 2012: Investing in uncertain times
In today’s newsletter we share some strategies investors can follow when investing in uncertain times. Uncertain times require a focus on the basics By Nic Andrew, head, Nedgroup Investments Negative news headlines, enormously complex macro-economic issues, extreme market volatility and often contradictory comments from the experts… There are an almost overwhelming number of factors influencing [...]
Read more- Regulatory Exams: Flavour of the Month June 29, 2010
- Insolvency July 6, 2010
- Actuaries a wanted resource post the global crisis June 20, 2010
- ASISA announces full Board of Directors June 20, 2010
- Blue Ink Wins Best Fund of Hedge Fund Award June 20, 2010
- The cost of economic growth February 23, 2012
- FIA urges consumers to use tax reduction wisely February 23, 2012
- Budget Speech paves the way for business development in SA February 23, 2012
- Budget 2012: The Minister, the Cabinet and the Haircut February 23, 2012
- The Budget and your medical aid rands February 22, 2012
- What is Insolvency?: I do not even know the way I ended up here, but I ...
- Vanessa Reinecke: I wrote the exam on 23 May 2011. There were only ...
- Gerard: I have written the exams during Jan 2011.4% pass r...




