Coronavirus – Putting Market Declines Into Perspective

Key Takeaways Market drawdowns can be expected from time to time. Even drops of 10% or more aren’t that rare. We typically rebalance after large price movements to maintain the target asset allocations in our portfolios. The recent price moves have caused us to...

Make it happen!

As the second month of 2020 draws to a close many of us find ourselves slipping up on the goals we promised ourselves we would attain this year.  Loose 5kg, complete a 15km run, learn a musical instrument…..the list is endless. It seems so easy to put pen to paper and...

2020 Budget speech update

by Faizil Jakoet Head of Retail Client Services – AllanGray During the much-anticipated Budget speech, the Minister of Finance announced tax relief for individual taxpayers, signalling that tax brackets will be adjusted and personal income tax rebates will...

Coronavirus: An Investment Perspective

Morningstar Investment Management Insights The Impact of Coronavirus for Investors Public health outbreaks and epidemics like the recent coronavirus can quickly scare investors and, eventually, affect economies and businesses. The recent coronavirus outbreak has shut...

Getting back from the Taxman

The end of the 2020 tax year is fast approaching with many of our clients looking to maximise the benefits afforded to them by the tax man. This can be done by “topping-up” your retirement annuity and tax-free savings account. Retirement Annuities Currently all...