Investments

Offshore diversification and quality in a tough local property market

The South African listed property sector has had a tumultuous 24 months, from being the worst performing sector in 2020 to one of the top performing sectors in 2021.

ESG and investment management practices in SA

Investment professionals choose to adopt responsible investment principles as guidelines to make sure their business conduct leads to more sustainable, responsible and profitable investments. Investment managers need to understand the impact of environmental, social and governance (ESG) risks on their portfolios by incorporating ESG factors into their investment processes.

Outlook 2022: Japanese equities

Know your investment assumptions – are they accurate?

When you sit down (alone or with your financial adviser) to plan your finances, you’ll set certain goals. These could include paying for your child’s tertiary education, saving for an overseas trip to celebrate a special anniversary, or planning for a well-deserved retirement. You’ll determine the amount of capital that you need for each goal, and then calculate what you’ll need to invest every month to achieve your capital requirements.