Tag ArchivesSouth Africa

Money growth

Making sense of shifts and swings

By Dave Mohr (Chief Investment Strategist) & Izak Odendaal (Investment Strategist), Old Mutual Multi-Managers Financial market activity is often dominated by particular themes or narratives. Sometimes these storylines are created after the fact to explain random market movements, but they are often based in reality. Towards the end of 2017, the dominant theme was ‘synchronised […]

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Uncertainty about investor protection affects Foreign Direct Investment into SA

South Africa’s government is juggling a lot of balls as it tries to find solutions to speed up land reform, while at the same time searching for a considered approach to assure local and international investors that their investment rights are protected.  A Joint Constitutional Review Committee has been mandated to review the merits of […]

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SA private pensions show strong growth over five years – BankservAfrica

Private pensions have grown from strength to strength over the last five years and, in some ways is outpacing take-home pay as can be seen in the Five-year Private Pensions Review for South Africa1, released by BankservAfrica and Economists.co.za today. (more…)

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IMF, Treasury, economy, GDP, unemployment, International Monetary Fund

SA government responds to R&I rating action

Government notes and welcomes Japan-based R&I’s decision to affirm South Africa’s long term foreign currency debt rating at ‘BBB’ and local currency debt rating at ‘BBB+’ and to also revise the outlook to stable from negative. The action notably confirms the sovereign as an investment grade credit. This is according to a statement issued by […]

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Cashing in on your tax refund

Between April 2017 and February 2018, the South African Revenue Service (SARS) paid out more than R205 billion to taxpayers. If you are lucky enough to have received a refund, you may have big spending plans. But before you splurge, think strategically about how you use your money and try to make decisions that are […]

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Morningstar 2

Morningstar Rating Analysis of South African Asset Managers

The Morningstar South African Rating Analysis of unit trusts is designed to compare managed fund ranges across South African asset managers by aggregating their Morningstar Ratings. The research format is calculated on a quarterly basis. It provides a quantitative assessment of the risk-adjusted return of all South African domiciled unit trusts carrying a Morningstar Rating. […]

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Companies should be more proactive in fighting corruption

Organisations are not immune to the devastating consequences of fraud and corruption. Nowadays, organisations are under threat from a host of risks including procurement fraud and cybercrime. Zaakir Mohamed, Director in the Dispute Resolution practice at Cliffe Dekker Hofmeyr (CDH), says that it is critical for organisations to fully understand the risks they face and […]

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Jac de Wet

You’ve been burnt by the market – now what?

By Jac de Wet, National Head of Sales, PSG Wealth What can you do about a market event, correction or shock after the fact? The best course of action, is to view it as a learning opportunity, and take action to ensure your risk profile, investment strategy and asset allocation have all been determined correctly. […]

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