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...

Webinar- *Special Edition* | Election 2024: Cutting through the noise

Join us as Melanie Verwoerd helps us to cut through the noise of South Africa’s current political landscape. With elections imminent, headlines are rife with projections, possible scenarios, and different versions of what the future may hold for the country. Although...

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...

Morningstar Market Summary for January 2024

Market and Economic Summary Global developed markets produced a volatile and varied performance in January, with Japan, the US and parts of Europe producing strong returns, while emerging markets lagged. Japan produced a strong performance this month, with the Nikkei...