As the 2014 working year all too rapidly comes to an end, I think it is interesting to look back on the market performance year-to-date. A quick summary below with market slides attached. If anyone would like the extended version (51 slides) please let me know...
Not everyone’s investment goals are the same. We are at different stages of our lives. We have different personal circumstances. Our risk profiles are different. Our investment portfolio’s need to be structured to meet our specific goals and priorities. ...
The first quarter of 2014 was led by South African equities delivering a return for the quarter of 4.3% taking the 12-month return for the FTSE/JSE All Share Index to end March to 23.6%. Foreign equity remains the top performer in rand terms over the last 12 months...
More often than not we find ourselves in unforeseen circumstances without adequate savings. At Southwood Financial Planning, we believe that planning for emergencies is key for peace of mind and financial security. The importance of planning for an emergency and the...
An interesting commentary on SA equities in 2013 from Patrick Barker from Cannon Asset Management. Rather than boring us with a long note summarizing last year, he thought that the following few charts would tell us all we need to know about South African equities in...
See below detail of the major asset class returns, in rands, for calendar 2013. The top performing asset class for 2013 was Foreign Equities with a phenomenal rand denominated return of 56.36%. The return was boosted by depreciation of the...
