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Industry News

22 Nov 2023

Tips and talking points for Investing right now

By: Nico Janse van Rensburg, Head of Positioning at Amplify Financial advisers are constantly faced with the conundrum of sorting through a magnitude of economic data, market news etc. and then distilling this into something palatable for their clients to digest and to assist in making sound investment decisions. In times like these it might...
20 Nov 2023

Be Better and Healthier in 2024 with Bonitas

By: Lee Callakoppen, Principal Officer at Bonitas South Africans are struggling with an economic backdrop of market volatility, rising unemployment and declining incomes. Add to that, spiralling utility costs, load shedding and fuel increases and things are even tighter financially, for everyone. When income is stretched, decisions on where to spend and save become critical,...
15 Nov 2023

The importance of perspective

By: Kim Zietsman, CFA, Laurium Capital Industry net flows are a good barometer to gauge the sentiment or perspective of investors in the current environment. Looking at the South African CIS funds, for the 12 months ended 30 September 2023, general equity funds had net outflows of -R5.8bn. Low, medium and high equity multi-asset funds...
15 Nov 2023

Retirement lessons from the over 60s your clients need to know

By: Samukelo Zwane, Product Head of FNB Wealth and Investments With the increased cost of living, managing money in the retirement years can be a challenging exercise for many. Running out of money during one’s retirement years is a prime concern for many retirees. Although people have reasons to be concerned with the rise of...
15 Nov 2023

Rethinking global investing

By: Debra Slabber, Portfolio Specialist Director at Morningstar South Africa With equities no longer the only game in town and free money perhaps something of the past, asset allocation has become so much more complicated, and a somewhat fascinating puzzle to solve. With the dislocation present in equity markets from a regional as well as...
15 Nov 2023

Medical cover for 2024

By: Jeremy Yatt, Principal Officer of Fedhealth Medical Scheme Medical schemes are under enormous cost pressure, which is why they have been unable to comply with the Council for Medical Schemes’ suggestion to limit their annual contribution increases to 5%. In addition to the rising cost of health care, which schemes need to factor into...
08 Nov 2023

The Evolution of bonds: Reassessing safe havens in investment planning

By: Natalie Harrison, Global Fund Specialist at Momentum Investments The notion of a ‘safe haven’ in investments has traditionally implied an asset’s ability to maintain or increase in value, especially when other investments are facing decline. This principle has led to the longstanding practice of pairing equities with fixed income securities like bonds in multi-asset portfolios,...
08 Nov 2023

Ensuring the future: A millennial mindset

By: Peter Olyott, CEO of Financial Services Provider, Indwe Risk Services (Indwe) The millennial mindset of instant gratification can negatively impact the decision to purchase insurance for possessions or things. This is reinforced when a person goes for months or even years without experiencing a loss, resulting in the assumption that there are no perceived...
03 Nov 2023

Helping entrepreneurs retire with confidence

By: Farzana Botha, Segment Manager, Sanlam Risk & Savings A recent Sanlam survey found that starting a business was the second highest priority for most South Africans. Nearly 70% of black respondents said this was their top priority. In a nation where the small business sector is the ‘engine’ of the economy, this is hugely...
03 Nov 2023

A view on the medium-term budget policy statement (MTBPS)

The Medium-term budget outcomes highlight a prudent approach to fiscal spending with R154 billion in proposed cuts to expenditure over the next three fiscal years. However, the bulk of these cuts are expected to fund the overrun in the wage bill rather than more productive spending in the economy, says Sanisha Packirisamy, economist at Momentum Investments.  “Fiscal...

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