How you can invest in future trends
Jako de Jager, head of retail portfolio solutions at Momentum Investments, shares six trends that will affect the global economy in 2023 and beyond.
Investing without a crystal ball
The main purpose of investing is to take advantage of differences between market participants’ expectations and underlying economic activity says, Leon Michaelides, Equity Portfolio Manager, Matrix Fund Managers.
ESG investing: Taking the passive versus active debate to a new arena
Investment strategies focused on environmental, social and corporate governance (ESG) metrics have risen to prominence over the past decade.
A new energy bank aims to increase private investment in African...
Global investors are shying away from hydrocarbons, leaving the continent without the investment it needs if it is to capitalise on its resources.
Things to consider when drafting your Will and naming an Executor
When nominating an executor, it’s important that this person has the required professional skills, capacity, experience and resources to effectively manage your estate.
Capital Legacy’s Brandon Garbutt to Step Down as Chief Operating Officer
Capital Legacy COO, Brandon Garbutt, has announced that he will be leaving Capital Legacy at the end of the year.
Brandon made the announcement to...
Managing digital assets through an estate planner’s lens
Sarah Love, CFP, shares three things you may not know about digital assets.
A failing state?
As South Africans, we tend to forget that our history is filled with apparent existential crises. To gain a better perspective on the current situation, it is valuable to take a look into the past, says Wallace Barnes
CA(SA), Analyst, Steyn Capital Management
First-of-its-kind advisory firm launched in SA to support the financial services...
FI Consult assists businesses within the financial services sector to unlock potential, pursue growth, streamline operations, identify and pursue effective strategies, understand compliance, embrace...
The rise of family offices in South Africa
Many high-net-worth individuals (HNWIs) are increasingly looking to the family office model to protect and manage their wealth in a more cohesive manner says, Grant Alexander, Director, Private Client Holdings.
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Rethinking retirement
South Africa’s Two-Pot retirement system has opened up a lot of options for consumers and responsibilities for employers, writes Niki Giles, head of strategy at Prescient Fund Services
Independent Investment Solutions
Independent Investment Solutions (i²), founded in 2016 and headquartered in Johannesburg, delivers independent, multi-asset investment portfolios tailored for both local and offshore markets.
Catering for bespoke needs
Equilibrium’s Florbela Yates shares insight into how they handle investments both locally and overseas.
The future of healthcare financing
South Africa’s healthcare financing landscape is shifting rapidly under
the pressure of rising costs and economic uncertainty, writes James White, Director,
Sales and Marketing, Turnberry Management Risk Solutions.
What really matters when choosing offshore unit trusts
When considering offshore investing, the starting point is not the fund - it’s the investor. What are you trying to achieve? Whether it’s long-term...
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