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Tax-free investment plans : ticking many good investment boxes

17 May 2018 | General

Your clients have enough reasons to deposit a percentage of their income into a savings plan that yields good returns. Their children’s higher or tertiary education fees; a financial boost to start a business or to purchase an investment property; or a product to complement their retirement savings. These are some pretty sound reasons for your client to start – and persevere – on the journey of long-term, high-earning savings. Nowadays, the three key elements around long-term savings are tax efficiency, discipline and patience. All are required for a successful investment plan.

Global market trends: politics, economics and sentiment

15 May 2018 | Economy

We expect reasonable growth from global markets this year but within a more volatile environment. We do, however, expect that these headwinds will eventually slow global activity, likely causing growth around the world to disappoint in late 2019 and early 2020. The real risk for global markets is an unexpected global recession. To monitor this we have developed a global recession scorecard with 10 underlying fundamental indicators. At the moment, 90% of these indicators suggest that a global recession remains unlikely this year.

Dollars, deals, debt and diversification

14 May 2018 | General

There were a number of headline-grabbing events last week. What are the underlying connections and what investment conclusions can be drawn?

In investments, nobody wants stale numbers

11 May 2018 | General

How to navigate the potentially murky world of alternative investments by Jaundre Scheltema and Guy Fletcher, Client Solutions & Research, Sanlam Investments.

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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