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How young investors can respond to stock market shocks

28 May 2020 | General

As if the threat of a large-scale outbreak of an infectious disease isn’t enough to worry about, coronavirus has financial implications too. You might have read about the virtual shutdown of industries in some parts of the world and large falls in global stock markets and in the price of commodities such as oil.

Rating downgrades and interest rate cuts, chaos? I think not…

28 May 2020 | Economy

The market turmoil of the first quarter of 2020 has given rise to opportunities in the South African fixed income market. In an environment of low economic growth and inflation, there are good opportunities to lock in high real yields for investors.

Finding the positive in a tough investment market

28 May 2020 | General

COVID-19 entered our lives without warning and for some, drastically affected long term goals and savings. The virus has sent shockwaves through the investment world, causing volatile fluctuations last seen during the 2008 Global Financial Crisis (GFC).

The value of portfolio diversification during times of financial market collapse

28 May 2020 | General

Asset managers remain committed to asset class diversification as the main driver of returns in long term investment portfolios. And they continue to back multi-asset solutions to achieve your client’s financial outcomes despite the lacklustre five-year return from this category of unit trust. A recent data sheet published by Morningstar suggests just 2,5% average annual return from diversified (multi-asset) unit trusts over the five years to end-April 2020. Jako de Jager, Head of Retail Portfolio Solutions at Momentum Investments, shared his view on ‘how diversified solutions protect your client’s through crisis’ during the asset manager’s 13 May 2020 ‘Outcomes Matter’ webinar.

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

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A criminal conviction Debarment Fine or penalty Any of the above can work

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