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Industry News

28 Jul 2023

What it takes to outperform during periods of extreme uncertainty

By: Gregoire Theron, GraySwan CIO To outperform the market in recent years, investors have had to hone their risk management and hedging strategies, increase their focus on asset allocation, and proactively seek out pockets of opportunity. This approach should continue to yield benefits for the foreseeable future as global economic growth remains weak. While it...
28 Jul 2023

Are low-equity funds relevant in today’s investment universe?

By Martine Damonse, Investment Specialist, Allan Gray Conventional wisdom suggests that to achieve a better return, one should be willing to take on more risk. But looking at returns across asset classes over the five years to end-December 2022, investors were on a bumpy ride without an obvious reward. It is not surprising that some...
28 Jul 2023

Considering investing as a side hustle

Luke Martins, Financial Planning Coach at Old Mutual Wealth It feels as if the Covid-19 pandemic happened a lifetime ago, with lockdown orders and movement restrictions having now faded into distant memory. Years later, the pandemic continues to teach, and/or reinforce, several lessons. One of them is the challenge of living with one source of...
21 Jul 2023

Seizing the opportunity: From tax consultancy to family office

Private Client Holdings was one of the first financial advisory firms in South Africa to establish itself as a leading player in the specialised family office field. In the world of finance, adaptation and evolution are key to staying relevant to meet the changing needs of clients. This is especially true for financial advisory firms....
14 Jul 2023

Company Confidential Shareholding Days are Over

By Micaela Paschini, Tax Attorney On 1 April 2023, the Companies and Intellectual Property Commission (CIPC) released its new “Beneficial Ownership Register” functionality on its e-services platform. This new requirement has placed companies under the spotlight as they must now declare their Beneficial Ownership to the CIPC. This means the days when the “warm body”...
14 Jul 2023

Hold on tight – it’s the interest rate rollercoaster

Since November 2021, interest rates have increased by 4.75% to the highest level in 14 years. The financial strain on South Africans is immense, and we could potentially face the prospect of yet another repo rate increase in July. As people look to reduce expenses, advisers are likely to see an increase in requests to relook...
05 Jun 2023

How to go global with your advice

Momentum Investments shares valuable insights on effectively navigating the complexities of global financial planning for clients as a financial adviser.
05 Jun 2023

Volunteer. Do Good. Earn Back. With Hollard ChangeMaker 

Hollard's ChangeMaker campaign is inspiring South Africans to create change through volunteering and offers incentives for participation.
05 Jun 2023

Strong offshore diversification boosts portfolio returns

M&G Investments' Lynn Bolin discusses the benefits of offshore investments amid a weak rand and global market conditions.
31 May 2023

ESG and B-BBEE both important to SA's inclusive economic growth

Gontse Tsatsi, Head of Retail Client Management at Old Mutual Investment Group, explores the connection between ESG principles and B-BBEE.

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