As the 2017 tax year draws to a close, many of you may wish to make final ad hoc contributions to your retirement annuities and tax free savings accounts. Below we discuss the maximum contributions you can make to fully utilise your tax allowance. RETIREMENT...
Surprise: A number of global and local surprises, especially on the political front. An even bigger surprise has been the markets’ (reflationary) reaction to the Trump-victory. And at the end of the year, SA is still “Investment Grade” according to the ratings...
Written by: Jonathan Myerson, Head of Fixed Interest: RMI Specialist Managers. The debate around the merits of passive1 versus active investing continues. Over the last few years passive investing has become more popular, as many fund managers have struggled to...
The Investec Worldwide Flexible Fund caters for investors seeking an unconstrained solution. South African investors generally need to diversify their discretionary investments offshore, but...
The following table lists the returns given by the top 10 emerging markets over the last 8 years. The table starts with the 2008 financial crisis and then shows the subsequent performance progression thereafter. Whilst South Africa performed well during and...
2015 Market Review in Numbers Local Markets: 2015 saw the FTSE/JSE All Share up 5.1% despite a 37% decline in Resources over the 12-month period to end December. The 37% decline in the Resource sector has taken its five-year annualised return to -12% p.a. 2015 saw SA...
