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Goldilocks prevails: Investing in 2026
Philip Saunders, Director, Investment Institute, and Sahil Mahtani, Director, Investment Institute, at Ninety One After a disorienting 12 months, in 2026 investors should position for...
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Accessing your retirement funding to balance your household budget is a temptation that should be avoided
John Manyike, Head of Financial Education at Old Mutual When times are tough, it can be tempting to look at those retirement savings that have been piling up for years and think about...
1Life Insurance survey indicates a shift in generational debt trends among South African women
Siphelele Sokhela, Brand Manager, and Hayley Parry, Money Coach and Facilitator at 1Life A recent 1Life Insurance survey has indicated a shift in generational debt trends among South...
Sentiment towards sustainable investment remains strong despite recent negativity
Andy Howard, Global Head of Sustainable Investment at Schroders Headlines surrounding sustainability and sustainable investment have clearly shifted. During 2021-22, coverage was...
Unlocking the benefits of cashless transactions: Empowering South Africa’s hidden R750 bn economy
Kathleen Pretorius, Founder at Stanley House Agency In the heart of South Africa's vibrant township economy, valued at an estimated R750 billion, a transformative shift is taking...
Female advisers challenge the narratives of what a woman must be
Leonie O’Connell, Financial Adviser at Momentum Money has long been considered to be a man's domain, but the tides are changing. A recent Commission for Gender Equality report entitled...
Pots, Pensions and Portfolios
Izak Odendaal, Investment Strategist at Old Mutual Wealth The most far-reaching change in the South African retirement landscape in many years takes effect next week. After many years...
When to re-evaluate your investment
Paul Hutchinson, Sales Manager at Ninety One When markets are volatile, investors would be forgiven for wanting to make portfolio changes as a way of trying to stay in control....
Savvy alternatives to employee two-pot withdrawals
Koketso Mahlalela, Head of Member Led Outcomes at Sanlam Corporate The National Treasury will implement the Two-pot system on 1 September 2024, allowing employees to access some of...
Time to Get off the Pot
Warren Wilkinson, Franchise Principal at Consult by Momentum On 1 September 2024, the new two-pot retirement system will finally come into effect. If you haven’t been paying...
Pension Funds Adjudicator publishes communication on the two-pot system
Lize de la Harpe, Senior Legal Advisor, Sanlam Corporate The Office of the Pension Funds Adjudicator (PFA) published its latest communication last week which specifically deals with...
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