The Hidden Health Hazard of Financial Stress

‘’Highlighting World Health Day 07 April 2024, never before has the need for independent financial advice been a necessity to your overall health and wellness. The article The Hidden Health Hazard of Financial Stress by Sanlam details the reasons why you should...

Morningstar Market Commentary for March 2024

Market and Economic Summary Global equity markets continued their strong run in the face of more persistent inflation and a delay in the expected interest rate cutting cycle. Central banks continue to keep a close eye on economic conditions as sticky inflation has...

How to set SMART money resolutions

How to set SMART money resolutions By Nomi Bodlani, Head of Direct Clients for Allan Gray Many South Africans make money resolutions at the start of the year. But come mid-year, when the optimism of the new year has faded, seeing through these goals may become tough,...

Morningstar Market Commentary February 2024

Market and Economic Summary Global equity markets produced strong returns this month as most markets ended the month in positive territory. February marks the 4th consecutive month of positive performance from the US equity market, as expectations that the US Federal...

Budget Speech Update 2024

2024 Budget Speech Update Compiled by the Tax team, Allan Gray Proprietary Limited. While South Africans battle with a cost-of-living crisis, rising unemployment and sluggish economic growth, Finance Minister Enoch Godongwana is faced with the daunting task of...

South Africa’s new Two (three) Pot System

The proposed two-pot system for retirement savings is due to come into effect on the 1st of September 2024.  We have summarised the most pertinent points below: The system intends to divide retirement contributions into two separate pots: a ‘savings pot’ and a...