By Colin Archibald, Regional Manager at Glacier International Offshore investing has been in the spotlight again recently, but diversifying your portfolio across regions, currencies and industries has always been a good strategy. Maintaining your...
What #alcoholban panic reveals about human behaviour in times of uncertainty
Guest AuthorOct 15, 2020
By Sharon Moller, Financial Planning Coach at Old Mutual Wealth In August, South Africans formed long queues outside liquor stores across the country, hoping to stock up on alcohol before a rumoured ban came into effect. But, as it turns out, the...
Where would investment managers put their money for a five-year return?
Guest AuthorSep 24, 2020
If you had R1 million right now and a five-year time horizon, what would you do with the money? This was one of the questions posed to a panel of investment experts at the recently held Allan Gray Offshore Exchange. The two-day offshore investing...
Don’t let financial jargon throw you off your game
Guest AuthorSep 3, 2020
In the hope of assisting investors to make better sense of the current financial climate, Debra Slabber, Business Development Manager of Morningstar Investment Management South Africa, explains some of the financial jargon that is often used during...
For investment success, buy businesses – not stocks
Guest AuthorAug 24, 2020
A closer look at the histories of global giants Microsoft and Nestlé demonstrates the importance of investing in businesses rather than just stocks, and having patience. By Samantha Steyn, Chief Investment Officer, and Yanga Nozibele, Investment...
Listen: When fear is high, opportunities prevail
Maya Fisher-FrenchAug 21, 2020
“As much as we like to believe it is all about hard-nosed number crunching, the stories investors tell themselves and others are key.” So says Izak Odendaal, Investment Strategist at Old Mutual Wealth. What are the stories we are currently telling...
A better – and very different – future
Guest AuthorAug 13, 2020
By Samantha Steyn, Chief Investment Officer, and Yanga Nozibele, Investment Associate, Cannon Asset Managers Following the endless stream of Covid-19 headlines, extended lockdowns and associated economic hardships, we are all suffering from...
Video: Tax-free investing
Maya Fisher-FrenchJun 16, 2020
Do you know that over a 20-year period, you could give away more than a quarter of your investment returns to the taxman? That is why tax-free investment accounts are becoming so popular and why they have a place in everybody’s investment plan. The...
Investing in cattle as a diversification strategy
Maya Fisher-FrenchJun 15, 2020
If the current coronavirus crisis has taught us anything it is to make sure our investments are diversified. When it comes to investing in financial assets, we ensure diversification by investing in funds that provide exposure to local and offshore...
Decades of turmoil in half a year
Guest AuthorJun 9, 2020
The year is not yet halfway through, but it feels as if decades of turmoil have been compressed into it already. By Izak Odendaal and Dave Mohr, Investment Strategists at Old Mutual Wealth As the clock struck midnight on 31 December, apocalyptic...

Previous Articles
Investing in a structured product
Jun 8, 2020
Technology has made investing via a structured product more accessible to the average retail investor. With the economic fallout expected from COVID-19, investors have either seen their portfolios seriously hurt or are too afraid to enter the equity market now....
Listen: Getting into gold
May 29, 2020
In line with our theme on alternative asset classes, in this week’s podcast Maya (@mayaonmoney) and Mapalo (@womanandfinance) discuss investing in gold. Is gold a good investment? What role should it play in your portfolio and how do you go about investing in gold ‒...
Slumping economy, surging stock market– what’s going on?
May 25, 2020
While tens of millions of Americans were losing their jobs, the stock market in April produced its best monthly return in over 30 years. Sean Markowicz, strategist in the Research and Analytics division at Schroders, looks at what’s behind this apparent disconnect....
Listen: Diversify your investments through cattle
May 22, 2020
Investors are increasingly looking to non-financial assets to provide further diversification. We have previously discussed Fedgroup Impact Farming, where investors can buy into farming of beehives, blueberries and even solar energy. We have also written about...
Active versus passive during COVID-19 market turbulence
May 20, 2020
By David Shochot, CEO: Stylo Investments Proponents of active management argue that this style of investing adds value in a bear market. They argue that with sharp market falls and with asset price volatility, the flexibility of an active manager to move in and out of...
Listen: Investing with guarantees
May 15, 2020
With the economic fallout expected from COVID-19, investors have either seen their portfolios seriously hurt or are too afraid to enter the equity market now. Sitting in cash is an option, but what if markets recover and investors lose out on potentially higher...
How your stokvel can make you money
May 14, 2020
While you are sitting in lockdown, now may be the time to turn that WhatsApp group into a stokvel. In her book Stokvels: How they can make your money work for you, author and financial educator Palesa Lengolo writes, “I have watched how some stokvels start...
Why successful investors avoid gambling
May 4, 2020
Financial markets are no place for gambling on a single share or even a single asset class, says Tlotliso Phakisi, Investment Analyst at Cannon Asset Managers. One of the most famous poker games ever recorded took place at the 2008 World Series of Poker, where...
Where to put your money in a COVID-19 world
Apr 23, 2020
While investors watch their investment values collapse, some see this as an opportunity. Around the world the value of stock markets has fallen by at least 25%, which means markets are now offering better value than they have in years. Locally South African bonds are...
20 Investment tips for 2020
Feb 13, 2020
By Preston Narainsamy, Investment Professional at Marriott Asset Management 1. Establish your financial goals. This will enable you to put together an effective investment plan with an appropriate long-term allocation to stocks, bonds and other asset classes. 2. Start...









