Tag Archivesinvesting

Jac de Wet

What exercise and investments have in common

What do investing and getting ‘beach’ ready have in common? More than you may think! “Dedication, perseverance and discipline are as key to investment success as they are to summer confidence,” says Jac de Wet, National Head of Sales at PSG Wealth. “The most important realisation, however, is that it is a lifestyle decision – […]

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Morningstar Investments _Hortense Bioy_ESG Investments

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 […]

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Peter Armitage, CEO, Anchor Group.

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…)

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Adriaan Pask, CIO at PSG Wealth

‘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…)

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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…)

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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 […]

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Schroders 1

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 […]

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Hand and money staircase isolated on white

Wealth creation: ‘The real thing’

By Citadel Wealth Management. Understanding each of your options in your journey of wealth creation will set you up well for achieving your goals. Getting the mix right creates the “the real thing”, the ideal wealth creation formula. (more…)

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