The Covid-19 pandemic has put significant strain on the finances and financial planning of all people and companies. The weakening South African economy and highest unemployment rate in 12 years...
So that was June…
Investing We certainly had a bumpy ride over the past month. The JSE ended the month 2% down on last month but it could have been so much worse had things not picked up in the last week of the...
Purist approach to quality investing “well suited to current conditions and uncertain times ahead”
How our purist approach to quality helps us identify opportunities even in unexpected low-quality parts of the market.‘Quality’ is a term and an investment approach that has been increasingly...
Get Real About Retirement: The Changing Role of Beneficiaries
Historically, the ability to leave capital to dependents was a primary consideration of retirement planning. However, new research shows that this is becoming gradually less important. Of foremost...
Partnership Perpetuity – does it exist, or is it even realistic?
Finance industry conglomerates collaborate or partner with expert software developers to survive the ongoing market complexities and consumer demands. The value proposition these partnerships offer,...
How trustees can help to improve retirement outcomes for members
Investment performance, governance and communication are the key challenges trustees face in their efforts to ensure members of retirement funds get what they need from retirement. This is according...
While keeping your retirement goal post in sight, don’t ignore the potential hurdles on your way.
Many South Africans face a bleak retirement because they are either not saving enough, cash out their retirement savings when changing jobs or they are following an inappropriate investment...
Evaluating umbrella funds
At the recent inaugural Allan Gray Retirement Benefits Conference, Andile Khumalo, founder of KhumaloCo, hosted a panel discussion via Zoom webinar to explore the elements that consultants, advisers...
Reacting to a crisis, responding to a recovery
We have seen globally that the gradual lifting of COVID-19-related restrictions is shifting the focus to economic recovery in all its forms. This ranges from the pace at which recovery might be...
Top 5 tips to preserve mental health while working from home
As many South African workers continue to work from home, many feel increasingly tired, stressed and uncertain about the future which is leading to rise in mental health concerns. Linda Trim,...
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