Lyle Sankar, Head of Fixed Income at PSG Asset Management Elevated interest rates over the past few years have meant that investors have enjoyed attractive returns from cash...
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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...
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...
ABC of Impact
Oscar Byrne, Paul Hewat, Teun Lowie, Xenia Loos & Marlene Stam, from Collective Action What is Impact Investing? Impact investing, a term coined in 2007 by the Rockefeller...
Two-pot: what are members asking and what will cause problems going forward?
Leanne van Wyk, Head of Legal and Compliance, Sygnia We are 10 days in and holding the baby! Administrators are inundated, systems, apps and portals are mostly holding up, with...
AI is the adviser’s best friend: Time to embrace the inevitable
Paul Nixon, Head of Behavioural Finance at Momentum Investments Group We’ve seen firsthand how the financial advice landscape is being transformed by the rise of Artificial...
Your annual reminder to draft or update your Will
Sarah Love and Elmien Pols, both fiduciary practitioners at Private Client Holdings National Wills Week is from 16-20 September 2024 and is a good reminder to draft a valid Will if you...
Investment Decision-Making for Trustees: Key Principles and Best Practices
Toni Cantin, Head of the ICTS Academy Effective investment decision-making is fundamental to successful trustee management. Trustees play a vital role in managing assets to maximise...
The Investing Games
Izak Odendaal, Investment Strategist at Old Mutual Wealth The recently concluded Olympics and especially the Paralympics were true testaments to the power of the human spirit. After...
Outlook – US Interest rate cuts on the horizon
Iain Anderson, Co-Head: Investments at Sygnia We are approaching a major regime change: the start of US interest rate cuts. BCA Research indicates that the US bond market is likely to...
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