Investments / General

Asset emigration – live in sunny SA while earning global returns

Investing offshore has nothing to do with patriotism. In the recent past, articles speaking about financial emigration and “rushing offshore” have painted a picture of Afro-pessimists and skittish investors. Nothing could be further from the truth, says Iza Wealth Director, John Rose.

Trade war escalation weighs on markets

Investors remain on edge following the escalation of the US-China trade battle. Apart from raising tariffs on Chinese imports, the Trump administration has also effectively blocked Huawei and other firms from using US technology. The market is increasingly internalising the indications that the White House’s actions are not just motivated by the trade deficit with China, but also by longer-term strategic competition between the two superpowers. The trade spat is therefore unlikely to be resolved immediately. However, talk of a new ‘Cold War’ is premature, as the extensive trade links between the two countries mean both still have an incentive to work together. In contrast, there was very little trade between the US and the old Soviet Union.

Investment themes for 2019

Why demographic trends are important in investment decision making

Successful long-term investors spend a lot of time thinking about structural changes happening in the world that will change the economic value chain.