Tag Archivesinvesting

Monarch & Co on options for individuals should South Africans working overseas have to pay tax locally as well

How countries ensure the success of Citizenship by Investment programmes

CEO of Monarch&Co, James Bowling says there are various measures that countries implement to ensure the future sustainability of their Citizenship by Investment (CBI) programmes. (more…)

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Local investors not deterred by turbulent investment climate

The local Collective Investment Schemes (CIS) industry continues to attract steady net quarterly inflows as local investors seem undeterred by the current turbulent political and economic environment. (more…)

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Do South African investors have unrealistic return expectations?

The Schroders Global Investor Study 2017 – a survey of over 22,000 wealth investors* across 30 countries, conducted by global asset management firm, Schroders – has revealed that over the next five years, South African wealth investors* expect to make an average annual total return of 13.3%, which is significantly higher than the global average […]

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Three compelling investment opportunities

By Duggan Matthews, Chief Investment Officer, Marriott. Investors are currently dealing with a tough economic and investment environment, but at Marriott we have identified three macro trends playing out that hold significant opportunities. (more…)

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Momentum Securities relaunches

In October this year, Momentum Securities hit the refresh button and re-launched and re-introduced itself to the investment community. This was followed by a formal introduction to media in November 2017. The move solidifies existing and trusted IP that is entrenched within the business unit, but also presents a new energy that strongly aligns with […]

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Humans vs robots: Who has the edge?

Modern investing merges human insight with robo efficiency, causing some to argue that the role of the human adviser is dwindling. But human judgement still has a vital role to play in active and passive investment strategies.  (more…)

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Patrice Rassou

15 Minutes with SIM’s Fred and Patrice

According to Morningstar, both the Sanlam Investment Management (SIM) Balanced and the SIM Top Choice Equity Funds have comfortably beaten their peer median over three and five years to 30 September 2017. Fred White, portfolio manager of the SIM Balanced Fund, and Patrice Rassou, at the helm of the SIM Top Choice Equity Fund, were […]

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Rian Brand, Sygnia Portfolio Manager

SYGNIA 4th Industrial revolution Global Equity Fund delivers 41.81% return

The Sygnia 4th Industrial Revolution Global Equity Fund recently celebrated its one year anniversary by giving investors a Rand return of 41.81% after fees. That is 13.38% higher than the return of the S&P 500 Index over the same period (until 31 October 2017). (more…)

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