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Three investing lessons from 2018

By Richard Turnill, BlackRock’s Global Chief Investment Strategist. Key points We draw three lessons from 2018, a year in which navigating markets has been tough amid trade frictions, rising rates and some sharp turns. Equities fell, as weaker-than-expected economic data sparked growth slowdown fears. The UK’s Theresa May won a party confidence vote. The Federal […]

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Lizl Budhram

What does 2019 hold for SA financial advisers?

What made 2018 a tough year for South African financial advisers were the uncertainties around the evolving regulatory landscape, the weak national economy and the increasing impact of global politics. (more…)

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popi1

Protection of Personal Information Act – Regulations published

By Patrick Bracher, Norton Rose Fulbright. The Regulations to the Protection of Personal Information Act have been published by the Information Regulator. They will commence on a date to be determined. The regulations are fairly short, but contain a raft of forms relating to the processing of information, for example: a form for objecting to […]

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Kingsley Williams, CIO of Satrix.

Index tracking – not passive at all

By Kingsley Williams, CIO of Satrix. When investors choose to track an index this is casually referred to as “passive investing”. However, this is a misnomer of note. A practice such as passive investing doesn’t exist; every investment decision is an active decision. Let’s have a look at some of the many active decisions that […]

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Lindsey Ord

Climate Fund Managers appoints Lindsey Ord to the board of directors

Lindsey Ord has been appointed to the management board of Climate Fund Managers (CFM) as chief financial officer.  CFM is a joint venture between Sanlam InfraWorks and the Dutch Development Bank and invests in climate-related projects in emerging markets. (more…)

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insurancepolicysmall

PPS acquires Santam’s stake in PPS short-term insurance business

The Professional Provident Society (PPS), the financial services company focused exclusively on graduate professionals, has acquired the remaining 49% shareholding held by Santam in the PPS short-term business. (more…)

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Lone Creek Office Park - Copy

Should you lease or buy your business premises?

By Heartwood Properties, CEO, John Whall. It’s the age old dilemma: should you plan to lease or own your business premises? There are advantages and disadvantages to both, with much depending on the life cycle and stage of each individual business. The appeal for many businesses to own their own premises is that it can […]

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Walter Van Der Merwe

Fedgroup driving industry reform in unclaimed benefits sector

Independent South African financial services provider, Fedgroup, was recently awarded a tender issued by ARGEN Actuarial Solutions to administer four liquidated unclaimed funds, totalling R180m. ARGEN is an expert in the liquidation of retirement funds and it went through a selection exercise to select an ideal unclaimed benefit fund to house the benefits of untraced […]

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