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Endowments play a vital role in a diversified portfolio

24 November 2021 | General

Limiting the tax that you pay can have a significant impact on the growth of your share portfolio and other investments over time. Investing through an endowment policy can not only reduce your tax burden, but also offers many more benefits.

Investing offshore: diversification over the long-term beats timing the rand

24 November 2021 | General

Investing offshore is an important part of any long-term investment strategy, as it offers diversification beyond the opportunity set available via South African markets.

Around the global economy in eight minutes

24 November 2021 | Economy

The US debt and inflation outlook and China’s ongoing policy interventions in its business and financial markets will have a significant impact on global asset class returns in 2022 and beyond. There are, for example, growing concerns that higher inflation in the US will put a damper on equity performances, while China’s recent struggles have led to an 18% decline in China-listed equities over quarter three, 2021. Those tasked with deciding on asset allocations for clients will have to keep a close watch on both local and offshore macroeconomic indicators to structure the optimal investment portfolio.

Major trends and themes shaping future local and global investment decisions

23 November 2021 | General

The Covid-19 pandemic has accelerated significant changes in existing global investment trends, some of which will either change or recede as normality returns with more being vaccinated. However, some trends are here to stay.

quick poll

Question

Do you think short-term insurance broking will survive the AI plus humanoid robotics age?

Answer

Human first always Not a chance Possibly maybe Yes, but reimagined

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