Victoria Reuvers, Managing Director at Morningstar Investment Management SA, explains that you need to sit tight and stay invested through a bear market (when the market is falling) in order to achieve successful long-term returns. What is the...
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Staying the course in crazy markets
Roné Swanepoel, Business Development Manager at Morningstar Investment Management South Africa, knows that many investors are currently unsure as to what to do in these difficult markets. She recommends biting the bullet and staying the course. Two...
Is inflation bad for the economy?
Kyle Wales, portfolio manager at Flagship Asset Management, gets into the nitty gritty of how inflation works and explains why it is bad for economic growth. For the last year opinions around the future path for inflation have been divided into two...
RSA Retail Bonds: attractive interest rates for monthly investments
Last month National Treasury announced a welcome new addition to its range of RSA Retail Bonds. RSA Retail Bonds are interest-linked investment products issued by National Treasury that provide attractive, above-market interest rates for those who...
Make the most of tax incentives beyond TFSAs
By now, we should all be aware of the tax incentives offered by government to encourage savings via tax-free savings accounts, but Jaco van Tonder, head of Advisor Services in South Africa at Ninety One, urges us not to forget the other tax...
Why local is currently better than offshore
Rehana Khan, Portfolio Manager in the 4Factor team at Ninety One, makes a case for investing in domestic rather than offshore assets at the moment. The increase in offshore investment limits to 45% for Regulation 28 funds not only provides a...
Five mistakes people make with their TFSA
Since 2015, South Africans have been able to contribute to a tax-free savings account (TFSA). This account was introduced to encourage a savings culture in South Africa. Although the uptake of this savings vehicle has been relatively good, many...
What does the Russian invasion of Ukraine mean for markets?
Mansoor Narker, Research & Investment Analyst at Glacier by Sanlam, analyses the possible effects that the Russian invasion of Ukraine could have on our investments. After weeks of amassing armed forces and supplies around the border of...
50 years of trading on the JSE
Sasfin’s chief global equity strategist, David Shapiro, recently celebrated 50 years of buying and selling on the JSE, and shares some valuable insights that he's gained along the way. When I was a recently qualified chartered accountant stepping...
Make money from lettuce
There is something very attractive about the idea of investing in “good” assets such as bees, macadamia nut trees and even lettuce. We know these are healthy for us to eat (plus bees are great for the environment) and we can make a decent return at...
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Listen: Where to invest with rising inflation, interest rates and potential war
Globally stock markets have been on a rollercoaster ride, and for those who thought crypto assets would offer a safer alternative – well they’ve been along for the same ride. There are many factors driving this volatility and these are going to be the main themes for...
Listen: Investing in farming
“It is not only a crowdfunding platform, but a crowd value creation platform ‒ an ecosystem of partners rather than a conglomerate owning everything.” Farming is becoming an increasingly popular asset class. Crowdfunding for farming ticks many boxes as a “good”...
What will the rand do in 2022?
Ryan Booysen, MD at DG Capital Forex, stares into his crystal ball to predict where the rand will go in 2022. The rand ended 2021 on the back foot, after the Omicron announcement and subsequent global kneejerk reaction of isolation and red-listing the country. And...
Reflecting on the year that was
Victoria Reuvers, Managing Director at Morningstar Investment Management South Africa, looks at how financial markets performed in 2021. As a runner, the change in seasons gives me time to reflect. Autumn is my favourite season, and always reminds me that change is...
How ‘bad timing’ affects retirees’ income
Retirees need to work with their financial advisers to carefully determine the structure, size, and affordability of their future pension withdrawals, particularly in a volatile market environment, says Jean-Pierre Matthews, product head at Matrix Fund Managers. When...
Video: Become a farmer without a farm
As a smart person once said, diversification is the only free lunch. And if the current coronavirus crisis has taught us anything, it is to make sure our investments are diversified. The idea behind diversification is that it spreads our risk. When it comes to...
Bitcoin: navigating tax and exchange control
Regulation of bitcoin and other crypto assets is inevitable, but it makes investing in this new asset class safer. A few years ago, I was sitting on a panel discussion when the topic of bitcoin was raised. The appeal of bitcoin for many people was that it was...
The top African tech unicorns worth watching
The experts at CMTrading take a look at some of the African tech unicorns that have reached the $1 billion mark, and what has made them worthy of the title. For those unfamiliar with online trading or venture capital terminology, the term “unicorn” is used to describe...
Listen: Global investing made easy
In this podcast Maya (@mayaonmoney) speaks to Warren Ingram (@warreningram), financial planner at Galileo Capital about his new book Global Investing Made Easy. Warren shares his insights into the investment decisions we make, and those we should be making.
SARS issues guidance on crypto assets
On 27 August 2021, SARS provided further guidance on the correct tax treatment of crypto assets and how this must be declared in people’s tax returns. SARS published a document on its website entitled Crypto Assets & Tax. The publication should perhaps best be...