Why climate leaders could offer investors lower risks Simon Webber, Portfolio Manager Companies who are already reducing their emissions should prove lower risk investments as the pace of regulation...
Helping employees remain remote
President Cyril Ramaphosa addressed the nation on Sunday 27 June 2021 on the progress in the national effort to contain the Covid-19 pandemic. He said, “All employers must allow their staff to work...
Beginner’s guide to offshore investing
Global markets have rebounded remarkably since March-April 2020, when pandemic panic sparked the fastest sell-off in history. As global share prices rise, and big international companies become ever...
How offshore life wrappers can reduce foreign inheritance tax
If you own assets outside of South Africa, your estate may have foreign tax liability upon your death. These foreign estate taxes, also known as inheritance tax, can be avoided by holding certain...
Crises and Recoveries
After several decades of calm, the global economy was hit by two massive crises in the space of 12 years: the 2008 Global Financial Crisis (GFC), and Covid-19. As the world now exits the pandemic...
The A, B and Cs of financial planning for entry-level workers
As a young person who’s recently started working and becoming responsible for your own financial needs, the below scenario may be a reality that’s very close to home. To get your financial planning...
Santam advises Cape Town residents on severe weather warning
Cape Town, 28 June 2021: Santam, South Africa’s largest general insurer, has cautioned Cape Town residents to be careful and to exercise extreme vigilance in the wake of the severe weather...
Rethinking the approach to Member Education
Engagement and empowerment The numerous challenges brought about by Covid-19 saw members of the Alexander Forbes Retirement Fund asking pertinent questions about their financial matters. In turn,...
Focus on investment returns, costs and transparency when selecting default investment strategies
Employers face many complex decisions when choosing retirement fund solutions for their employees. But selecting an appropriate default investment strategy is probably the most critical, because an...
Reasons for optimism in 2021 can persist, with the right policies in place
Buoyant global trade flows, surging US consumer spending and strong commodity prices present compelling reasons for optimism, both globally and domestically, as the third quarter of the year...
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