The crisis in the US banking industry
Dear Client Please find attached a sober summary by PPS...
Read More2022 – a brief end of year update
Dear Valued Client It’s been another eventful year for many...
Read MoreSouth African Medium Term Budget Policy Statement
The Medium Term Budget Policy Statement presented a further improved...
Read MoreThe local stock market is relatively undervalued versus developed markets
Despite our consumer confidence index reaching new lows in recent...
Read MoreBudget Highlights – A few pointers
Dear valued Client Please find below a very brief summary...
Read More2021 – The year that was
The performance of our client portfolios has been surprisingly robust...
Read MoreSurviving financially through the lockdown
Surviving financially through the lockdown Making it through the month...
Read MoreA way forward for SA from JP Landman – An excellent piece of positivity
Covid-19, The Economy and Politics 23 April 2020 The new...
Read MoreCOVID 19 Lockdown update & Moody’s downgrades SA sovereign bonds
Hello Everyone How are you all managing during this lockdown...
Read MoreMarket Turmoil & now Lockdown at the bottom of Africa
Good evening everyone, What a first quarter it’s been so...
Read MoreSome tips on planning for your retirement
1. Look at your current monthly budget and roughly calculate...
Read MoreMr President, should we trust that you intend doing the right things to get this country back onto a growth path?
We’ve heard the state of the nation address. We now...
Read MoreIs the future anymore uncertain this time round? The future is always uncertain, at least we have our eyes wide open in January 2019
As this is my first newsletter of 2019, may I...
Read MoreWhy is the JSE rising when the economy is in tatters?
Dear Investor I thought it an opportune time to comment...
Read MoreAllan Gray’s Rand denominated overseas funds re-open, Simon Pearse passes away & chaos reigns in our country
Dear Investor While we do not advocate blanket investment advice...
Read MoreTrump bump or long term receovery?
Dear Investor What is happening to cause these equity markets...
Read MoreNero fiddles while Rome burns
Nero, or Trump, Zuma and the like… Are these true...
Read MoreA New Year
Dear Investor Do you feel that was a long enough...
Read MoreThe Special Voluntary Disclosure Programme has opened
Dear Investor Monday saw the launch of the new amnesty...
Read MoreBrexit Update and is the JSE the only place for me?
Dear Investor Six weeks after the referendum about Britain’s membership...
Read MoreSA vs selected major ten year govt bond yields
Dear Client Have a look at the graph to see...
Read MoreCan you find certainty in uncertain markets?
Dear Investor The following article appeared in the financial media...
Read MoreRetirement Reforms – An update
Dear Investor I’ve attached the latest explanation from Treasury regarding...
Read MoreRetirement Annuities 101
Hi there We’ve attached a very brief animated clip about...
Read MoreDrought to be our biggest headache this year?
A Happy New year to you Well, now that the...
Read MoreTax Free Savings Plan
For those of us who enjoy a freebie, here is...
Read MoreRetiring this year?
If you are reaching your retirement age later this year,...
Read MoreForeign Capital Allowance Increases and Curbs on the use of Retirement Annuities to Reduce Estate Duty later in life
The R4 million which South African taxpayers are allowed to...
Read MoreTeach your kids about money
TEACH YOUR KIDS ABOUT MONEY Here are a few tips...
Read MoreWhat will the equity markets produce for us this year?
An increasingly “nervous” international investment environment this year will lead...
Read MoreFederal Reserve takes an investor friendly stance towards interest rates
The US Fed has decided to keep interest rates unchanged...
Read MoreThe Changing Oil Environment
In recent weeks the oil price has dropped substantially. Is...
Read MoreHigh Yielding Investment from Fedgroup
Dear All A brief information bulletin about Fedgroup’s Participation Bonds...
Read MoreALSI likely to produce negative returns for a while
Buying high and then holding those stocks is not a...
Read MoreThe expected equity market correction has begun
We have at last entered the anticipated stock market correction...
Read MoreThe fallout from African bank’s collapse – side pockets in some collective investment schemes
One of the consequences of the collapse of ABIL is...
Read MoreAre South African Bonds due for a hit?
Warning signs are emerging that South African bonds are vulnerable...
Read MoreWhere to for the stockmarkets in the short term?
It seems as though we are starting to reach levels...
Read MoreEquities in South Africa are expensive. How do I decide whether to invest in them now or not?
According to most asset managers in South Africa, equities are...
Read MoreHow to plan for your child’s education
Your child’s high school and tertiary education could cost anywhere...
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