By Mike Brown, Managing Director, etfSA.co.za The results of the latest Collective Investment Schemes Quarterly Performance Survey (ASISA/Profile Data, 31/12/2018) emphasise, yet again, that passive ETFs continue to come out as the top South...
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Understanding how unit trusts are priced
Allan Gray’s Ray Mhere explains how a unit trust is priced and what it means for you as an investor. Many of us are familiar with unit trusts as an easy and affordable way to access financial markets. Your money is combined with the money of other...
Making money out of farming, without owning a farm
Investing in farming can be both a good investment and a social good. It is not often I get really excited about a new investment opportunity, but I have to confess that I really like the Fedgroup Impact Farming concept. It is simple to understand...
Three shares to add to your portfolio for 2019
By Dr Adrian Saville, Chief Executive, Cannon Asset Managers A bruising 2018 on stock markets has unlocked some excellent buying opportunities. Here are three ideas for shares to add to your portfolio this year. The JSE managed to keep its head...
Passive investing gets socially responsible
If you’re looking for a globally diversified, low-cost passive investment, why not be socially responsible at the same time and help save the planet? Old Mutual recently launched two new unit trust funds which should find traction among younger...
Robo-advice drives down investment costs
I recently came across the Nedgroup ‘robo-advice’ site, called Extraordinary Life. This new functionality from the Nedgroup investment house has not been widely advertised, and I suspect they are doing a ‘soft’ launch to test the channel first. The...
SA equity market likely to struggle but bargains emerging
The South African overall equity market has shed more than 20% from its highs at the beginning of the year in dollar terms, a similar-sized drop to the 'Nenegate' slump of 2015. But Nkareng Mpobane, chief investment officer of long-only fund...
Finding balance in a world of extremes
By Francis Marais, senior research and investment analyst at Glacier by Sanlam We as South Africans sometimes tend to be overly pessimistic or anxious. In fact, according to the latest 2017 perception index as compiled by Ipsos, South Africans...
Important principles to remember when markets get scary
South African investors are nervous ‒ and for good reason. With a sluggish economy and a weak rand, worries over uncertain land expropriation policies and fears that the often market-leading US stocks are set for a correction, many people are...
Cryptocurrencies and their revolutionary architecture
By Stéphane Monier, Chief Investment Officer, Lombard Odier Private Bank Investment experts have often sceptically dismissed cryptocurrencies as excessively volatile. Technologists have described them as revolutionary. Who is correct? Will...
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You either sleep well or you eat well
By Sherwin Govender, Business Development Manager at Glacier by Sanlam It's perfectly natural for clients to feel nervous about their investments, given the low-return environment over the past few years, and even more so when the client is nearing retirement. It...
Build a fashionable share portfolio
Building a share portfolio is like building a capsule wardrobe. According to Susie Faux, the owner of a London boutique called "Wardrobe" a capsule wardrobe is a collection of a few essential items of clothing that don't go out of fashion, such as skirts, trousers and...
Afraid to ask your adviser about fees? That’s weird.
By Emma Heap, Chief Growth Officer, 10X Investments Even if you feel a tinge of anxiety each time you see another news report about the damage high fees have done to someone’s retirement plans, you remind yourself that your financial adviser is an old family friend...
Buy your franchise with a tax deduction
Under section 12J of the Income Tax Act, investors can invest in qualifying venture capital companies (VCCs) and receive a 100% tax deduction on the amount invested, as long as the investment is held for a period of five years. This has been a great opportunity for...
Beware Bitcoin scamsters
As the returns from Bitcoin and other cryptocurrencies hit stratospheric levels, Bitcoin scamsters have crawled out of the woodwork to take advantage, as the lure of big profits makes people less cautious and more willing to hand over their money without doing their...
TIP: harnessing the power of black capital
New transformation fund offers black investors an opportunity to diversify their savings while building a new class of African businesses. We all know that the key to transformation in South Africa lies in the creation of black businesses across the spectrum, from...
Why I should take trading advice from my 13-year-old
Testing out the iTradeGlobal demo platform on a teenager I still remember a conversation I had with my then 11-year-old son in January 2016. As we were hiking in the Drakensberg he told me he wanted to buy some oil. He had been listening to the news and told me, “Mom,...
Bitcoin: the tax question
Christopher Renwick, Attorney at Tax Consulting SA investigates the tax implications of making money from cryptocurrency. Although usually behind the global curve, South Africa seems to be keeping pace with the current Bitcoin trend. This is positive, as we are living...
Starting to invest at 70 with success
*This content is brought to you by Sanlam iTrade. An iTrade investor proves that you are never too old to start investing yourself, but why wait? I farmed in the bushveld and had a red brahman Stud. When I was 70 years old, I realised I will have to do something to...
Six key take-aways from Warren Buffett’s 2017 annual letter to shareholders
There is always a frenzy to devour and dissect Warren Buffett’s shareholder letter and extract the freshest pearls of wisdom. This year was no exception, even though the pickings seemed a bit slim. On more leisurely reading, says Steven Nathan, 10X Investment chief...