Investments / General

Risk tolerance vs your investments goals - a personal journey that needs to be explored

How can a debit order help you to survive a pandemic and the threat of a war? With a potential war in Europe as Russia invades the Ukraine, the rand sharply dropped and investors hastily dumped riskier assets.

The grass isn’t always greener outside SA: why we like local more than offshore

The increase in offshore investment limits to 45% for Regulation 28 funds not only provides a larger opportunity set for South African fund managers, but also serves to lower volatility, thereby improving risk-adjusted returns.

Preserving capital and beating inflation: how active asset allocation improves consistency of returns

Multi-asset and absolute return investing go hand in hand, as the enhanced diversification provided by multiple asset classes should limit downside risk. Importantly, the objective of these funds is to deliver positive (real) returns, irrespective of market conditions.

Emerging Markets Can Weather the US Rate Tightening Cycle