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Sanlam Investments: December market review

18 January 2018 | General

December was another eventful month on the financial calendar and the year 2017 did not go down quietly. An important driver of global markets’ strong growth in recent months has been the expectation of the implementation of President Trump’s tax reform. On 19 December the US tax bill, which will cut corporate taxes to growth-friendly levels and temporarily lower individual taxes, was approved by the Senate. Subsequently, the Dow Jones set a new record at 24 837.51.

Schroders global cities outlook: 2018

18 January 2018 | General

The rise of the global technology giants will increasingly impact real estate investing.

As the JSE continues to lag global markets, where to now for investors?

18 January 2018 | General

Over the past five years, local markets returned just above 75% in ZAR terms, which is comparable to the JSE’s long-term average. However, when taking into account that over this same period the currency weakened by almost 50% to the US dollar, the JSE’s hard currency return – in real comparable terms – is 24%, or just over 4% per year, and this despite the recent bounce in performance on the back of Cyril Ramaphosa winning the ANC presidency in December.

Morningstar Rating Analysis of South African Asset Managers

17 January 2018 | General

The Morningstar South African Rating Analysis of unit trusts is designed to compare managed fund ranges across South African asset managers by aggregating their Morningstar Ratings. The research format is calculated on a quarterly basis. It provides a quantitative assessment of the risk-adjusted return of all South African domiciled unit trusts carrying a Morningstar Rating. The Morningstar Rating for funds, often called the “Star Rating”, debuted in 1985 and was quickly embraced by investors.

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

Answer

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

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