The result of the US election was big news for the world, for the economy and for markets. But as an investor I’ve always considered the pandemic of far greater consequence. Joe Biden’s electoral success was duly eclipsed by the news on Monday that...
Ordinary South African investors now have more options to access to global companies. Technology is making it easier and cheaper for South Africans to get exposure to shares in large global US-listed companies like Apple, Facebook and Netflix. This...
Offshore investing is not just for millionaires, it should form part of everyone’s investment portfolio. In this podcast Maya (@mayaonmoney) and Mapalo (@womanandfinance) unpack the many low-cost options that make offshore investing accessible for...
By Izak Odendaal and Dave Mohr, Investment Strategists at Old Mutual Wealth South Africa’s economic recovery is rightly in the spotlight, and important questions need to be asked. We need to know not only how we bounce back from the...
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...
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...
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...
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...
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...
“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...
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 Armageddon fatigue. It is...
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 growth on the fund...
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 equities, bonds,...
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 bushfires were still...
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....
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 ‒...
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....
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...
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...
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...