The ESG approach to responsible investing primarily focusses on the risks related to ESG factors, and guides the implementation of risk-mitigating approaches in the investment process. Formally...
Know your investment assumptions – are they accurate?
When you sit down (alone or with your financial adviser) to plan your finances, you’ll set certain goals. These could include paying for your child’s tertiary education, saving for an overseas trip...
Compound interest is why employees must keep retirement savings invested between jobs
Millions of South African employees rely solely on the money saved in their employers’ retirement fund to earn an income in retirement. However, for most, this money is insufficient to sustain them....
2-minute health check for corporate fund members
A 2-minute financial health check before 2022 gets into full swing As we all wipe off the last grains of sand, real or imagined, and tackle our email inboxes or strap on our tool belts, Khwezi...
Emotion and the energy investment debate – finding a way forward
Arguably, awareness of environmental issues has never been higher. Extreme weather events and our sense of urgency are on the rise, and the UN Climate Change Conference COP 26 (Conference of the...
Make the most of tax-free growth on retirement savings
It’s the start of a new year and you have promised yourself that this year you will be better with your personal administration. How about achieving this goal and getting some “free” money at the...
Offshore diversification and quality in a tough local property market
The South African listed property sector has had a tumultuous 24 months, from being the worst performing sector in 2020 to one of the top performing sectors in 2021. Credit can be given to...
Outlook 2022: Japanese equities
Japanese shares enter the new year against a much more positive backdrop than a few months ago. The eyes of the world were on Japan back in August when it battled a wave of the pandemic while also...
Kleoss Capital makes investment in education sector to demonstrate impact as a theme for investors
Kleoss Capital (Pty) Limited (‘Kleoss’) has successfully reached first close for its Fund II of R600 million, more than half of the total targeted fund size of R1 billion. Similar to Fund I; Fund II...
Omicron pushing US Fed into action
US inflation hit its highest level since 1982 at the end of 2021, with the consumer price index (CPI) reaching 7% year-on-year. The figures were widely anticipated, but only add to pressure on the...
Filter Articles

