Investments / General

Will greater flexibility lead to better investment outcomes for investors?

Almost a year ago, National Treasury surprised the investment community by announcing several amendments to Regulation 28, the key change being to allow exposure to foreign assets up to a maximum of 45%.

Five takes on multi-asset investing in post-pandemic China

4 Ways we Fool Ourselves when Investing

While we may enjoy fooling our family and friends on April Fool’s Day every year, nobody ever likes to think that that they fool themselves. We like to think that we’re rational beings who make logical, unbiased decisions by weighing all the facts and then reasoning to make the most sensible choice.

Good for climate, good for you

A couple of years ago, your clients were petrified that government would force their retirement funds to direct a big slice of their accumulated savings towards public sector infrastructure projects, using some-or-other form of prescribed assets regulation. This fear has since dissipated thanks to National Treasury’s more flexible approach to retirement funding asset allocation, as set out in regulation 28, which allows retirement fund trustees to steer up to 45% of assets under management towards infrastructure projects.