Featured Read.
Anxious investors sidelined in 2025 and pay the highest behaviour tax
Paul Nixon, Head of Behavioural Finance at Momentum Anxious investors were the biggest losers in 2025, paying the highest ‘behaviour tax’ as fear-driven decisions during market...
Latest Articles.
Lowering the anchor on inflation
Lourens Pretorius, Fixed Income Portfolio Manager at Matrix Fund Managers The South African Reserve Bank (SARB), along with the US Federal Open Markets Committee (FOMC), is about to...
The Poor State of the Nation’s Pockets – it’s always darkest right before dawn
Cheslyn Jacobs, Chief Commercial Officer at TymeBank South Africa is infamous for the worst savings rates in the world, with a multitude of surveys telling us it is difficult to save...
What you need to know about wills
Craig Harding, Executive Director of Fiduciary Services and newly-appointed CEO (effective 1 Jan 2025) at Capital Legacy Did you know that the #1 reason South Africans don’t have a...
Why you shouldn’t DIY your Will – the value of expert advice
Sharon Hamman, Senior Legal Adviser at Momentum In a time where everybody wants to find DIY solutions to save time and money, the temptation to draft your own Will is understandable....
From perks to purpose: Enhancing employee well-being with everyday benefits
Kinola Pather, CEO of Randgo Given the competitive landscape, organisations need to look at the holistic structure of their employees to ensure they attract and retain talent. Beyond...
Supercore inflation: What is it and could it impact the SARB’s rate decisions?
Sisamkele Kobus, Economics Analyst, and Vivienne Taberer, Investment Director at Ninety One The primary purpose of the SARB is to achieve and maintain price stability in the interest...
Two-pot is hiding another nasty tax surprise
Paul Menge, Actuarial Specialist at Momentum Investo We all may have heard by now that the South African Revenue Service (SARS) penalises two-pot withdrawals. In fact, they have been...
Why the Reserve Bank is poised for a rate cut in September
Johann Els, Group Chief Economist at Old Mutual Group As the South African Reserve Bank’s Monetary Policy Committee (MPC) gears up for its meeting on 19 September, expectations are...
Rate cut expectations: what the SARB and US Fed might do this week
Albert Botha, Head of Fixed Income at Ashburton Investments Anticipation is building as the South African Reserve Bank (SARB) and its larger counterpart, the US Federal Reserve (Fed),...
What to ask your asset manager: Developmental impact investing
Angelique Kalam, Head: Sustainable Investment Practices at Futuregrowth Asset Management Changes to Regulation 28 of the Pension Funds Act now afford investors higher allocations to...













