Caution – volatility index starting to rise

Global stock markets experienced a precipitous, nerve-racking fall during the first few days of August. “This decline was fuelled by a number of poor economic reports, especially the non-farm payrolls data out of the US and global GDP data that are starting to soften,” says Paul Stewart, managing director of Plexus Asset Management.   “Added […]

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The value of choosing a reputable broker

One of the biggest considerations for consumers when choosing an insurance provider is first the matter of cost and second whether they should contact a broker or go direct.     However, according to the results of a recent study conducted by Discovery Life, going direct is actually 9% more expensive than engaging the services […]

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Charting your own course to financial security

By Nick Battersby: CEO of PPS Investments     The past decade or so has seen significant change sweep through South Africa’s financial services industry. The accessibility of progressively clearer and more comprehensive investment detail have afforded investors more information both at the time of commitment and throughout the invested period. And the client-focused investment […]

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Welcome development from Master’s Office

The Chief Master of the High Court has announced that fiduciary practitioners and the public will be able to track trust and estate administration matters online.     Speaking at a meeting of the Fiduciary Institute of South Africa (FISA) in Johannesburg, Chief Master Adv Lester Basson said: “Masters’ Offices spend too much time drawing […]

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Where is the value on the JSE – domestic industrials or global industrials?

Adrian Saville, CIO, and Andrew Newell, Head of Business Development, at Cannon Asset Managers find that compelling value lies in the smaller, domestically-focused industrial stocks on the JSE. The gap in valuations between JSE-listed industrial stocks that have a domestic or “home industry” focus and those industrials that have a global focus is at a […]

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Step up and stamp out heart disease this month

Not only does September signify the start of Spring and new beginnings, but quite aptly it is also Heart Awareness Month in South Africa. Heart disease is one of the leading killers in the country so if you’re going to do any cleaning up or starting afresh this Spring, make sure it starts with your […]

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The interest rate conundrum

According to the South African Reserve Bank (SARB), its primary purpose is to achieve and maintain price stability in the interests of balanced and sustainable economic growth in South Africa. While this mandate sounds particularly eloquent it makes one think of the investor who wants equity-like returns with cash-like risk. So says Luigi Marinus, an […]

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Fiduciary experts to meet annually

The Fiduciary Institute of SA (FISA) will hold an annual convention at which practitioners and academics will discuss industry issues with a view to lifting the standards of fiduciary practice in South Africa. Fiduciary practice includes the drafting of wills, administration of trusts and estates, tax and financial advice and the management of client funds. […]

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The hunt for yield

    The year so far: the hunt for yield Marriott Asset Management notes that most asset classes are overpriced and yields are low. With this in mind, they give some portfolio pointers   Inflation rises, and there’s more to come   Consumer inflation has continued its upward trend this year, increasing from 3.5% y-o-y […]

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Just two more months for voluntary tax disclosure

With an end-October deadline, the clock is ticking for taxpayers to submit voluntary disclosure programme (VDP) applications to SARS and the SA Reserve Bank with a view to putting their financial affairs in order if they owe tax o­n local assets or income, and by disclosing income and assets held offshore.   The VDP programme […]

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