Ran from 26 May 2021 to 13 Jun 2021
Are you in broad agreement with Momentum’s shift from an adviser-centric to an advice-led financial planning and business model?
Results
Ran from 19 May 2021 to 25 May 2021
Have you considered going the more flexible blended annuity route, or are you comfortable with the alternative of investing in both life and living annuities at retirement?
Results
| Yes (48.84%) |
|
|
| No (16.28%) |
|
|
| Sometimes, depending on the client (34.88%) |
|
|
Ran from 12 May 2021 to 18 May 2021
The offshore versus onshore debate has raged for decades. What portion of your clients’ discretionary ‘risk on’ capital would you consider investing in offshore equities?
Results
| Allocate per regulation 28 (35.56%) |
|
|
| 70% or more offshore; but consider rand strength / weakness when moving funds (33.33%) |
|
|
| 70% or more onshore; JSE will outperform on a 3-5 year view (15.56%) |
|
|
| Take everything offshore; too much political risk (15.56%) |
|
|
Ran from 29 Apr 2021 to 11 May 2021
Financial behaviour experts suggest that today’s risk modelling methodologies ignore your client’s emotional ability / behavioural capacity. What are your thoughts on spicing up risk profiling tools to make allowance for your client’s financial behaviours
Results
| [a] Bring it on; my client’s make too many irrational financial decisions (21.21%) |
|
|
| [b] Existing risk profiling tools are adequate (3.03%) |
|
|
| [c] Risk profiling tools should be based on the model / rational client (50%) |
|
|
| [d] The perfect risk profiling tool is science fiction (25.76%) |
|
|
Ran from 28 Apr 2021 to 28 Apr 2021
Covid-19 may decelerate certain industry trends. What are we likely to see?
Results
| Rising health and hygiene concerns and increased virtual work may reduce demand for shared services (45.45%) |
|
|
| Social distancing amid rising fears of contagion may reduce the likelihood of people living and working in crowded cities (36.36%) |
|
|
| Based on likely government restrictions, the movement of people and goods across national borders could decrease (18.18%) |
|
|
Ran from 19 Apr 2021 to 27 Apr 2021
A resurgence in commodity prices and global focus on infrastructure investment could signal a few good years for South African equities. Against this backdrop, how much of an investor’s equity portfolio should be held offshore?
Results
| [a] Depends entirely on client circumstances (52%) |
|
|
| [b] Invest up to Reg 28 maximum offshore (16%) |
|
|
| [c] Invest up to Reg 28 maximum & 100% of discretionary investments offshore (12%) |
|
|
| [d] The JSE Top 40 gives adequate offshore exposure (20%) |
|
|
Ran from 11 Apr 2021 to 18 Apr 2021
Covid-19 may accelerate certain industry trends. What are we likely to see?
Results
| Adoption of contactless technologies and digital experiences will likely be accelerating emerging technologies further (62.5%) |
|
|
| The consumer will expect safety and precautionary measures, driving the need for enhanced surveillance policies and technologies, which may pose potential privacy concerns (0%) |
|
|
| Rising activism among consumers and employees could drive an increased focus on corporate purpose (4.17%) |
|
|
| Value chain disruption is likely to lead to an increase in creative partnerships, which may in turn cause organisations to further invest in developing the mindset and agility to collaborate across sectors in the ecosystem (12.5%) |
|
|
| Cost management will be a critical priority to ensure business continuity based on cash flow requirements, to manage lower margins and revenues during a downturn (20.83%) |
|
|
Ran from 31 Mar 2021 to 10 Apr 2021
Do you believe scenario development and planning is an indispensable tool for the industry?
Results
| Yes, so that we can prepare for the future… to respond, recover and thrive (65.79%) |
|
|
| No, there is so much uncertainty and rapid change (10.53%) |
|
|
| 50/50. It is not so much about what will happen, but rather about what could happen and things are evolving fast… the future is unknown (23.68%) |
|
|
Ran from 23 Mar 2021 to 31 Mar 2021
Which key issue could have a significant impact on your business in 2021?
Results
| Growth and profitability (26.09%) |
|
|
| Operations, remote work, and virtual customer engagement (39.13%) |
|
|
| Technology (10.87%) |
|
|
| Coping with “the unknown of unknowns (23.91%) |
|
|
Ran from 25 Feb 2021 to 15 Mar 2021
The Budget Speech 2021...
Results
| Certainly taxpayer-friendly, with tax increases being kept to a minimum (25.42%) |
|
|
| Realistic and in accordance with my expectation (11.86%) |
|
|
| Is welcomed news and will go a long way to bolster the economy and South Africa (13.56%) |
|
|
| I have mixed feelings… cutbacks and reprioritisations in government spending pose a significant risk and will come at a cost (45.76%) |
|
|
| Oh no! What about our booze and tobacco! Higher sin taxes (3.39%) |
|
|
