The global Financial Action Task Force (FATF) announced on the 24th of February that South Africa will be added to the ‘grey list’. As noted by the FATF: “When the FATF places a jurisdiction under increased monitoring, it means the country has committed to resolve...
Greylisting South Africa Have we done enough? By Francis Marais, Product Director, Morningstar Investment Management South Africa Much has been written about the potential of South Africa being greylisted. With the final decision looming and set to be announced on...
Budget 2023 Highlights By Michael Kruger, Senior Investment Analyst and Shane Packman, Senior Associate Investment Analyst, Morningstar Investment Management South Africa On 22 February 2023, Finance Minister Enoch Godongwana delivered the annual budget speech,...
Navigating the uncertainties and finding the opportunities A few reminders as we embark on another year of investing By Roné Swanepoel, Business Development Manager, Morningstar Investment Management South Africa “Investors cannot earn high returns without...
Market and Economic Summary Global markets bounced back strongly in January, starting 2023 on the front foot. Inflation continued its downward trend and market participants now expect global central banks to continue slowing the pace of interest rate hikes, which...
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 2023 tax year, please contact us by the no later than Friday, the 17th of...
