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Not so fast with your Champagne celebrations

Not so fast with your Champagne celebrations

23 March 2022 | General

If the financial presentations shared with an audience of financial and investment advisers during the 2022 Virtual Meet The Managers event are anything to go by, then local investors might start readying their best Champagne for some end-of-year return celebrations. The handful of talks we attended during the event, hosted annually by The Collaborative Exchange, suggest that those with an appetite for carefully-selected local equities are in for a very good year.

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

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

22 March 2022 | General

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

22 March 2022 | General

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

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

22 March 2022 | General

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.

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Emerging Markets Can Weather the US Rate Tightening Cycle

Emerging Markets Can Weather the US Rate Tightening Cycle

18 March 2022 | General
Markets in a VUCA world – a reflection on global and local markets in the last 12 months

Markets in a VUCA world – a reflection on global and local markets in the last 12 months

17 March 2022 | General
The impact of Russia/Ukraine crisis on your investment portfolio

The impact of Russia/Ukraine crisis on your investment portfolio

17 March 2022 | General
A rotation from growth to value is on the cards for South African investors as the country weathers significant market volatility

A rotation from growth to value is on the cards for South African investors as the country weathers significant market volatility

17 March 2022 | General
How Green does your Garden Grow?

How Green does your Garden Grow?

17 March 2022 | General
Russian Equities: How Fund Managers Responded to the Crisis

Russian Equities: How Fund Managers Responded to the Crisis

17 March 2022 | General
Lessons from a shifting investment landscape

Lessons from a shifting investment landscape

17 March 2022 | General
Keep calm and carry on investing offshore - why geopolitical tensions shouldn’t mean you dilute your offshore exposure

Keep calm and carry on investing offshore - why geopolitical tensions shouldn’t mean you dilute your offshore exposure

17 March 2022 | General