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Investments

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The Big Budget Themes

The Big Budget Themes

24 February 2023 | General

Most people think of the Budget as a speech, but it is actually a 280-page document containing eight chapters, six addenda and three explanatory memoranda.

Minister announces renewables tax break for businesses - the green subsidy race and how it’s changing the global economy

Minister announces renewables tax break for businesses - the green subsidy race and how it’s changing the global economy

23 February 2023 | General

In his National Budget Speech on Wednesday, South African Finance Minister Enoch Godongwana announced that from 1 March 2023, businesses will be able to reduce their taxable income by 125 per cent of the cost of an investment in renewables.

Applying an investment lens

Applying an investment lens

22 February 2023 | General
Things are going to be just fine – but only if you stay true to these three investment tenets

Things are going to be just fine – but only if you stay true to these three investment tenets

22 February 2023 | General

As we enter a world of rising interest rates, recessions and bear markets, what are the traits that investors need to successfully navigate their new paradigm?

quick poll
Question

The strongest deterrent against FSP compliance missteps is or should be:

Answer
The growing adoption of indexation strategies in our local market

The growing adoption of indexation strategies in our local market

21 February 2023 | General
Investment Perspectives – Opportunities amidst volatile conditions

Investment Perspectives – Opportunities amidst volatile conditions

21 February 2023 | General
Inflation still poses questions

Inflation still poses questions

21 February 2023 | General
Macroscope: Zen and the art of policy pauses

Macroscope: Zen and the art of policy pauses

20 February 2023 | General
Safe-haven assets running out of steam? Highlighted investment themes for 2023

Safe-haven assets running out of steam? Highlighted investment themes for 2023

20 February 2023 | General
Correlations and valuations – why both matter

Correlations and valuations – why both matter

16 February 2023 | General
The 2023 Budget: A crisis of credibility in the outer years of the forecast

The 2023 Budget: A crisis of credibility in the outer years of the forecast

14 February 2023 | Economy
Outlook for 2023

Outlook for 2023

14 February 2023 | Economy