Financial Planning

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13 Apr 2020
Investors should keep a reasonable investment allocation outside of SA

MoneyMarketing asked Roland Gräbe, the head of Tailored Fund Portfolios at Old Mutual Wealth, about offshore investments in the COVID-19…

Investors should keep a reasonable investment allocation outside of SA

MoneyMarketing asked Roland Gräbe, the head of Tailored Fund Portfolios at Old Mutual Wealth, about offshore investments in the COVID-19 environment and what form a global market recovery will take.

11 Apr 2020
Finding investment opportunities among the many COVID-19 risks

With many countries around the world in lockdown as they try to contain the spread of the COVID-19 virus, the…

Finding investment opportunities among the many COVID-19 risks

With many countries around the world in lockdown as they try to contain the spread of the COVID-19 virus, the global economy is facing an unprecedented situation of balancing health against financial livelihoods.

09 Apr 2020
COVID-19 wreaks havoc with advisor books globally

As the Covid-19 pandemic lockdown forces the globe into an immediate and extreme digital age, financial advisors need to urgently…

COVID-19 wreaks havoc with advisor books globally

As the Covid-19 pandemic lockdown forces the globe into an immediate and extreme digital age, financial advisors need to urgently adjust their models if they want to survive.

09 Apr 2020
Financial planning in the time of coronavirus

We’re living in unprecedented times. The coronavirus pandemic has wrought havoc on countless lives and economies. It has taken away…

Financial planning in the time of coronavirus

We’re living in unprecedented times. The coronavirus pandemic has wrought havoc on countless lives and economies. It has taken away our freedom and limited our ability to engage in normal activities.

09 Apr 2020
10 tips to (financially) survive retrenchment

It’s arguably one of the worst moments in anybody’s life. Retrenchment is just plain unpleasant, regardless of how much your…

10 tips to (financially) survive retrenchment

It’s arguably one of the worst moments in anybody’s life. Retrenchment is just plain unpleasant, regardless of how much your company or organisation has tried to support you or minimise the emotional blow.

06 Apr 2020
JSE and London Stock Exchange partner to introduce enhanced Fixed Income Indices

The Johannesburg Stock Exchange (JSE) and FTSE Russell (FTSE), a subsidiary of the London Stock Exchange (LSE), have combined forces…

JSE and London Stock Exchange partner to introduce enhanced Fixed Income Indices

The Johannesburg Stock Exchange (JSE) and FTSE Russell (FTSE), a subsidiary of the London Stock Exchange (LSE), have combined forces to launch the FTSE/JSE Fixed Income Indices, which will offer investors enhanced exposure to South African listed debt.

03 Apr 2020
What is your asset manager doing during the COVID-19 outbreak?

As stock markets rumble in the face of COVID-19, commonly known as coronavirus, what are the people behind your unit…

What is your asset manager doing during the COVID-19 outbreak?

As stock markets rumble in the face of COVID-19, commonly known as coronavirus, what are the people behind your unit trusts and other investments - the asset managers - doing to safeguard your investments?

03 Apr 2020
It’s time for everybody to review their financial planning

An alarming number of people have still not coronavirus-proofed their financial planning strategies, warns the CEO and founder of one…

It’s time for everybody to review their financial planning

An alarming number of people have still not coronavirus-proofed their financial planning strategies, warns the CEO and founder of one of the world’s largest independent financial advisory organisations.

03 Apr 2020
Preparing your business for COVID-19 and essential key points for businesses in financial distress

9 points for businesses to consider in working through these challenging times By Kylene Weyers Senior Associate in the Cliffe Dekker…

Preparing your business for COVID-19 and essential key points for businesses in financial distress

9 points for businesses to consider in working through these challenging times By Kylene Weyers Senior Associate in the Cliffe Dekker Hofmeyr Dispute Resolution practice 1. Take a reality check Are you already in financial distress? This may a tough reality to face, but it is an essential starting point. Many…

03 Apr 2020
Do credit rating reviews make any sense in the COVID-19 context?

While South Africans were busy preparing for a 21-day shutdown, the ratings downgrade which hung like the sword of Damocles…

Do credit rating reviews make any sense in the COVID-19 context?

While South Africans were busy preparing for a 21-day shutdown, the ratings downgrade which hung like the sword of Damocles over the country would’ve been pushed to the back of its collective conscience.

03 Apr 2020
COVID-19: The pin that popped the bubble

Last year, global equity markets delivered the best calendar year return of the decade. Many markets were at or near…

COVID-19: The pin that popped the bubble

Last year, global equity markets delivered the best calendar year return of the decade. Many markets were at or near all-time highs. Fast-forward a quarter and 2020 is already the most volatile period in modern investing history.

02 Apr 2020
The impact of exiting the market when it experiences a serious decline

Given the recent volatility on the JSE due to the coronavirus pandemic, it may be very tempting for you, as…

The impact of exiting the market when it experiences a serious decline

Given the recent volatility on the JSE due to the coronavirus pandemic, it may be very tempting for you, as an investor, to pull out of equities and switch to cash. The last few weeks have been tough for investors.

Visit the official COVID-19 government website to stay informed: sacoronavirus.co.za