Rex Cowley, the Director and Co-Founder of Overseas Trust and Pension In a recent webinar with the Financial Planning Institute of Southern Africa, Rex Cowley, the Director and...
The Mental Health Cost Of Financial Independence
Sebastien Alexanderson, Head of National Debt Advisors In a society that glorifies wealth and financial independence, many are silently grappling with the hidden emotional toll of this...
Market Watch: A quarter of change
Charles de Kock, Portfolio Manager at Coronation Fund Managers Positive macro policy shifts The past quarter has been eventful for both global and domestic financial markets,...
Global Oil and gas markets could be severely disrupted as Middle east tensions escalate
Mark Lacey, Head of Thematic Equities at Schroders It is impossible to say whether the terrible conflict in the Middle East will deteriorate further, but recent articles and political...
The Africa value proposition – effective investing through sustainability
Naleni Govender, Managing Director at Enko Capital South Africa, Saad Sheikh, Partner & Co Head Private Debt, and Rachel Cochran, Chief Sustainability Officer at Enko Capital Management...
Adding Return and Lowering Risk with Private Assets
Duncan Lamont, Head of Strategic Research, Schroders Private assets bring a number of advantages to portfolios, from return enhancement, to income, to reduced risk, to diversification...
A Quick Guide to Changes of the Company Amendment Bill and the JSE Amendments to Schedule 14 and the Impact on King IV Principle 14
Dr Chris Blair, CEO of 21st Century Recent legislative changes, particularly the Companies Amendment Bill 2024 and amendments to the Johannesburg Stock Exchange (JSE) Listings...
The importance of financial literacy
Denise Neethling, Head of Marketing at Paymenow Financial literacy is once again making headlines as South Africans begin to withdraw from their retirement savings under the new...
The importance of an emergency fund in the two-pot era
Tebogo Marite, Communications Specialist at Allan Gray The two-pot retirement system, which was implemented on 1 September 2024, aims to combat both immediate and long-term hardship by...
Death benefits and section 37C – the duty to identify and trace dependents
Lize de la Harpe, Senior Legal Advisor, Sanlam Corporate Introduction When a member of a retirement fund dies before reaching retirement age (and if the rules of the particular...
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