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Industry News

26 Aug 2020

Looking beyond the COVID-19 crisis

By: Justin Floor, fund manager at PSG Asset Management Over the past few months, the epicentre of the COVID-19 outbreak has shifted. In the early days, governments around the world hoped that by acting decisively, the outbreak could be put behind us swiftly. This has not proven to be the case and the disease has...
25 Aug 2020

The long and short of longevity: a woman’s perspective

Longevity is an accelerating macro trend. World Economic Forum (WEF) research shows that we now live a decade longer than our parents’ generation and two decades longer than our grandparents. Internal statistics from retirement income specialist Just indicates a total life expectancy for a 65-year old to be 87 years for women as opposed to...
19 Aug 2020

The PoPI Act – how it can realise one version of the truth

By: Andrew Hoseck, COO at In2IT Technologies South Africa With many organisations still scrambling to meet the requirements of the Protection of Personal Information Act, 2013 (PoPI), it would be remiss not to ponder the far-reaching impact of the act. Organisations have till 1 July 2021 to meet the Act’s various obligations, however, the process...
19 Aug 2020

Sustainable investing enduring through COVID-19 and beyond

By: Thomas Fekete, EMEA Head of Strategy and Products for Sustainable Investing, BlackRock Investor demand for sustainable investing is growing. From identifying and implementing clean sources of energy to emission friendly transportation and medical needs, vast swathes of industries are adapting to meet growing consumer demand from both individual and professional investors. Indeed, as an...
05 Aug 2020

Interest rate change and emergency regulations – what they mean for your annuities

On 23 July 2020, the South African Reserve Bank announced another 25 basis point cut in the repo rate, bringing it to 3.5%, the lowest it has been in decades. While this does provide relief to consumers in the form of lower interest on debt, there may also be concern in some quarters about the...
04 Aug 2020

Advice for insurance entrepreneurs

“Being battle hardened is what makes you hungry for success. Growing up in a house where your parents can’t cover the school fees and the family car has broken down for the umpteenth time, makes you focus on what you really want to change in your life.” says Alex Simeonides, CEO of Capital Legacy, a...
01 Aug 2020

Achieving balance is not as easy as 60/40

By: Tumi Loate: Investment Team Member, 36ONE Asset Management A simple and traditional balanced portfolio, which allocates 60% to equities and 40% to bonds (a 60/40 allocation) irrespective of the cycle, has produced more than satisfactory returns for global investors over the last two decades. Importantly, however, these returns have been fuelled by declining interest...
01 Aug 2020

2020 - a rollercoaster ride

By: James Klempster, CFA, Director of Investment Management, Momentum Investments How to sum up 2020 so far?  A rollercoaster is probably the best way to describe it; both from an emotional perspective but also in terms of what the markets have been up to. Over the first quarter, market participants went from being blissfully ignorant to...
30 Jul 2020

Income protection could be the best investment you ever make

According to the recent Stanlib Savings Report 2020, Covid-19 has highlighted how unprepared South Africans are for unforeseen financial shocks – and left without a steady income flow, many have had to dip into long-term savings to fund day-to-day expenses. Part of the reason is that South Africans tend to underestimate the value of their...
29 Jul 2020

Building a business legacy takes planning

By: Gerhardt Meyer CFP®, Head of Technical Support, PSG Wealth Running a successful business takes a sizeable financial investment. However, many business owners fail to plan for what happens should they die, become disabled or lose one of their key employees because of these very reasons. If you are a business owner, estate planning becomes...

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