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Markets at a glance – January 2026
Alan Wood, Head: Investment Consulting at Simeka Consultants and Actuaries For Simeka’s Markets at a Glance, showing performance statistics of the various indices to 31 January 2026,...
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Building financial resilience through habit stacking
Joretha Bothma, Head of Product Development, Underwriting, and Claims at Momentum Life Insurance The holiday season is a time of celebration where we focus on spending quality moments...
Why are people generally apathetic towards their financial planning?
Content curated by Perplexity AI with the prompt: Why are people generally apathetic towards their financial planning? People often exhibit financial apathy, characterised by a lack of...
The tax implications of two-pot withdrawals
Carla Rossouw, Head of Tax at Allan Gray South Africa’s two-pot retirement system, introduced on 1 September, divides all future contributions from retirement fund members into two...
Tailored employee benefits: a blueprint for lasting loyalty and growth
Shaun Raizenberg, Employee Benefits Consultant at Essential Employee Benefits In today’s competitive job market, businesses need to go beyond offering traditional benefits to attract...
Real returns in a rocky year
Izak Odendaal, Investment Strategist at Old Mutual Wealth To a year already packed with political intrigue, drama and a record number of elections, we can now add the sudden unexpected...
Retirement income – what’s your perspective?
Bjorn Ladewig, Head of Distribution & Marketing, Just SA Whether you’re using GPS, a map, or the stars, navigating any landscape begins with knowing where you are, where you want...
Wealth managers and financial advisers globally dial-up private markets allocations in response to shifting market dynamics
Carla Bergareche, Global Head of Wealth, Client Group at Schroders, and Tim Boole, Head of Product Management, Private Equity, Schroders Capital More than half of advisers and wealth...
Channel your festive spending – does your money personality affect it?
Bertie Nel, Head of Financial Planning and Advice at Momentum As the year draws to a close, many South Africans eagerly anticipate their year-end bonuses and thirteenth cheques, ready...
Practical Holiday Shopping Tips: Navigating the Festive Season
Denise Neethling, Head of Marketing at Paymenow As the festive season approaches and South Africa experiences a boost in economic optimism following recent interest rate cuts and...
A two-pot holiday is more expensive than a credit card getaway
Therèse Havenga, Head of Business Transformation at Momentum Savings I usually sleep too late when it comes to booking a holiday. I’m so task-oriented at work that holiday times seem...
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