Unpacking the tax implications for investments
The South African Institute of Professional Accountants’ Ettiene Retief provides insights on how individual investors can make smart tax-informed decisions for their investment portfolios.
Investment
Crypto transfers: new client information requirements coming for CASPs and intermediaries
The ‘travel rule’ means CASPs and FSPs cannot initiate a crypto asset transfer unless they can transmit prescribed information.
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Should you use your excess savings to pay your mortgage or invest in the stock market?
How your wealth would have changed over the past 20 years if you had implemented various strategies
Discovery’s new DFM aims to capitalise on offshore investment opportunities
Discovery Group this week announced the launch of its discretionary fund manager (DFM), Cogence, which will give financial advisers access to portfolio analytics and risk analysis tools developed by the world’s largest asset […]
National Treasury publishes final amendments to regulation 28
Retirement funds will be able to invest up to 45% of their assets in infrastructure from 3 January next year, when the amendments to regulation 28 of the Pension Funds Act take effect. […]
‘Geopolitical tensions shouldn’t mean diluting your offshore exposure’
Diversification, including offshore diversification, and other basic long-term investing pillars should not be disregarded because of volatility caused by geopolitical events, says Kondi Nkosi, the country head of asset manager Schroders in South […]
Coronation reports another year of net outflows
Coronation Fund Managers grew its assets under management (AUM) by 11% to R634 billion in the year to September 2021, from R569bn. However, it once again reported a net cash outflow of average […]
Should asset managers own Bitcoin on behalf of clients?
Holding Bitcoin is akin to gambling, and private investors should only risk capital in cryptocurrencies that they are theoretically happy to lose, Allan Gray fund manager Thalia Petousis told the asset manager’s recent […]
Which stock markets look cheap for SA investors?
While global diversification remains important, it’s generally accepted that investors should avoid buying when global markets are at their most expensive. However, “expensive” remains relative, says Duncan Lamont, the head of research and […]
Which stock markets look cheap for SA investors?
While global diversification remains important, it’s generally accepted that investors should avoid buying when global markets are at their most expensive. However, “expensive” remains relative, says Duncan Lamont, the head of research and […]
‘Most SA investors see environmental and social issues as important’
The global pandemic has sharpened South African investors’ focus on environmental and social issues, amid calls for greater sustainability-focused performance data, according to the Schroders Global Investor Study (GIS) 2021. The annual GIS […]
‘Most SA investors see environmental and social issues as important’
The global pandemic has sharpened South African investors’ focus on environmental and social issues, amid calls for greater sustainability-focused performance data, according to the Schroders Global Investor Study (GIS) 2021. The annual GIS […]
Allan Gray answers the 5 key questions financial advisers and clients are asking
In Allan Gray’s latest Quarterly Commentary, Tamryn Lamb, Allan Gray’s head of retail distribution, distilled some of the points discussed at the asset manager’s 2021 Investment Summit to answer the five key questions […]
Investing post-retirement – Not an ‘either-or’ proposition
“We all tend to live in an ‘either-or’ world where we think we need to choose between two, often opposing, things or outcomes. Peanut butter or marmite? Red or white wine? For simple […]
Post-pandemic investments – What to consider
The COVID-19 pandemic has highlighted the need for emergency savings as a buffer against tough times, but it has also created anxiety and uncertainty for those worried about job security and market volatility, […]
Post-pandemic investments – What to consider
The COVID-19 pandemic has highlighted the need for emergency savings as a buffer against tough times, but it has also created anxiety and uncertainty for those worried about job security and market volatility, […]
Retirement is a Reality, not a Choice
The annual 10X Investments’ Retirement Reality Report (RRR20), released last week, is one of the most significant surveys published in a long time. It is of specific importance to financial advisers who face […]
