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Outlook 2026: Take an active approach to valuation risk and seek opportunities to diversify
Johanna Kyrklund, Group Chief Investment Officer at Schroders As we head into 2026 there is a lot of concern about equity market valuations. Comparisons are being drawn with the dotcom...
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Beyond the spread: A quick guide to the hidden costs of Forex trading
Roger Eskinazi, Managing Partner at Tickmill Forex trading comes with its fair share of profit opportunities, but it also comes with several costs. Understanding what these costs are –...
Are you covered for a rising age and declining health?
Stephen van Niekerk, Head: Retail Life Insurance at Momentum Peace of Mind Today, Security Tomorrow: Benefits of Life Insurance as You Age In March 2024, the world was shocked...
Why South Africans should bridge the medical aid gap
Samantha Drake, Senior Manager of Sales and Marketing at Sanlam Gap Medical aids may not always fully cover in-hospital tariffs, leaving South Africans to pay the difference from their...
Group gap cover – a strategic employee benefit for financial security and accessible healthcare
James White, Director of Sales and Marketing at Turnberry Management Risk Solutions In the past, employers would subsidise medical scheme contributions, but as medical inflation has...
Why group cover is essential for small business impact
Rapule Mahlangu, Head of Associations at Metropolitan If you have an entrepreneurial spirit and have already laid the groundwork to turn your dream into a successful business, now is...
Cracking the Savings Code: Why South Africans Struggle to Save
Maanda Matambele, Business Development Manager at Prowess Investment Managers According to Debtbusters, 65% of South African households use their monthly earnings towards the servicing...
Is it too soon to consider an equity portfolio?
Wendy Myers, Head of Securities at PSG Wealth There is no ideal age to start investing. In fact, the greatest asset any investor has is time, which implies that the earlier and younger an...
Responsible Investing: A Fixed Income Perspective
Angelique Kalam, Head of Sustainable Investment Practices at Futuregrowth As a fixed income manager, we have an important role to ensure that our clients’ capital is deployed in a...
Ombud Council publishes its new rules
Lize de la Harpe, Senior Legal Advisor, Sanlam Corporate The Ombud Council, under section the Financial Sector Regulation Act, 2017, published new Ombud Council Rules for the Ombud for...
Lesser appreciated impacts of the industry move toward umbrella funds
Sakkie Hurd, Independent Trustee and Principal Officer The industry and society at large is well aware of the move from stand-alone funds to participation in umbrella funds. This trend...
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