A woman’s guide to financial freedom

Financial Planning / Amelia Morgenrood CAPE TOWN – Research shows that women lack confidence when it comes to investing their money, and they are mostly risk-averse. About one-third of affluent women say the stock market is “too risky” for them, according to a...

How much do you need to retire?

By : Maya Fisher-French – June 15, 2017    See on-line article: Maya on money At a recent investor roadshow, Richard Carter, head of product development at Allan Gray, provided some figures to illustrate how much you should already have saved for retirement,...

“Paint risk based masterpieces” – by Simon Hudson Peacock

Congratulations to Simon Hudson-Peacock whose article, “Paint risk based masterpieces”, was published in the August 2017 edition of the Financial & Advisory News. A new client walks into my office. I can see that she is nervous. She has received a windfall and...

Don’t let fear influence your investment decisions

By Alan Atkinson a Retail Business Analyst at Prudential As human beings we often allow our emotions to influence our decisions; why purchase the second-hand family car when you could be driving the latest piece of German engineering? While emotional decision-making...

South Africa is at a Political Crossroad

From Nedgroup Investments and Allan Gray on the “State of the Nation”. Cabinet reshuffle: immediate effects Global events in the last year have, to a large extent, prepared capital markets for volatility, particularly following surprises like the UK vote in support of...

Update on market and economic developments – February 2017

Local Markets: In local currency, SA Bonds 0.7%, SA Equities -3.1%, Listed Property -0.4% and cash returned 0.6%. Sector returns: Industrials -1.6%, Resources -9.9% and Financials 0.2%. Exchange Rates: The Rand appreciated against the US Dollar by 2.6%, the Euro by...