Getting Back from the Taxman

Getting Back from the Taxman. Retirement Annuities & Tax Free Savings Accounts Should you wish to make a top-up to either your retirement annuity or tax-free savings account for the 2024 tax year, please contact us by the no later than Friday 16 February. The...

Morningstar Market Summary for December 2023

Market and Economic Summary Global markets finished the year with a robust December performance, fuelled by a dovish stance from central banks, signalling a potential halt to interest rate hikes and the prospect of rate cuts in 2024. The shift in central banks’...

Your year-end-to-do list

Your year-end-to-do list By Debra Slabber, Director: Portfolio Specialist, Morningstar South Africa The end of 2023 is fast approaching and with it, a sigh of relief. It was another volatile year where politics and economics continuously toyed with our emotions. There...

Morningstar Market Summary for November 2023

Market and Economic Summary Global markets headed higher this month, as positive economic signals and strong sentiment fuelled a rally in risk assets. Investors piled into risk assets in the growing belief that the US Federal Reserve and other global central banks are...

Medium-Term Budget Policy Statement (MTBPS) 

Medium-Term Budget Policy Statement (MTBPS)  Morningstar South Africa Minister of Finance, Mr Enoch Godongwana, tabled the Medium-Term Budget Policy Statement (MTBPS) in Parliament on 1st November, providing an update on South Africa’s finances and in particular its...

Morningstar Market Commentary October 2023

Market and Economic Summary Global markets continued their downward trend this month, posting another negative performance. Global equity markets recorded their third consecutive negative return this month, as sentiment toward risk assets waned. The “higher for...