Finance Minister Tito Mboweni

MTBPS 2018 may have to break some eggs

By Ian Matthews, head of business development and special projects at Bravura. Next week finance minister, Tito Mboweni, will be delivering the mid-term budget policy statement which becomes a more daunting prospect each year. In South Africa’s shrinking economy where unemployment is at a 14-year high of 27.7% (or 37.2% if the definition of unemployed […]

Read full story

ESG looms large for SA investment advisors and asset managers

By Hortense Bioy, Director, Passive Strategies and Sustainability Research, EMEA, Morningstar. How do publicly-listed companies deal with environmental issues and climate change? How do they manage carbon risk? How do they treat their workers, and do they have effective health and safety policies? Do they manage their supply chains in a sustainable way? Do they […]

Read full story

Protecting the privacy of clients’ data

Research shows that 81 of the top 100 non-Google websites are using Hyper Text Transfer Protocol Secure (HTTPS) to make their sites a safer place for individuals. HTTPS encrypts communications that are sent between an individual’s browser and the website they’re connected to, meaning that information submitted is harder to intercept and understand. (more…)

Read full story

Financial decisions you need to make at retirement

Contemplating the financial implications of retirement is one of the most important issues in life. With this in mind, Gary Fisher, certified financial planner and Head of Member Education Services at Alexander Forbes, has noted some of the most important financial decisions required as you embark on the next chapter of your life: (more…)

Read full story

The benefits of boutique managers

By Peter Armitage, CEO,  Anchor Capital Up until the last two decades, few investors would risk entrusting their assets to a small management firm, preferring to leave the task of preserving and growing their wealth up to larger, more established asset managers. (more…)

Read full story

‘Green shoots appearing in SA economy’ 

It has been a cold winter for the South African economy, but there are many green shoots appearing, says PSG Wealth CIO, Adriaan Pask. “I dare say, we are feeling excited about what may transpire in the months ahead,” says Pask. (more…)

Read full story

SA investors in deep denial, should invest 80% offshore

South Africans are daydreaming their way to a poorer future by keeping too great a portion of their investments in South Africa despite massive underperformance of JSE indices, falling real house prices and a future which looks equally bleak for those trying to grow or even just preserve their wealth.  (more…)

Read full story

Sustainable energy and farming ventures tackle FAO Goals

Today, 16 October, is World Food Day – an initiative of the United Nations’ Food and Agriculture Organization (FAO) which deals with food and agricultural issues around the globe. It provides an occasion to highlight the plight of 870 million undernourished people in the world – most of whom live in remote rural areas where […]

Read full story

Don’t make your data compliance pop – make it POPIA

By Daniel Lotter, Itec SA Right now, data compliance is top of mind for practically every South African business, and for good reason. The European Union’s GDPR (General Data Protection Regulation) came into force earlier this year, and by this time next year, our own POPIA (Protection of Personal Information Act) will almost certainly be […]

Read full story

Global study shows South African investors prioritise sustainability

While sustainable investing is a trend that continues to gain traction across the globe, South African investors appear to have a particularly heightened awareness of sustainability. This is according to the Schroders Global Investor Study 2018, a survey conducted by global asset management firm, Schroders, of over 22,000 wealth investors* across 30 countries[1]. The study […]

Read full story