A phased approach to your retirement journey

A phased approach to your retirement journey Written by: Nshalati Hlungwane, Allan Gray  For most of us, retirement planning represents the longest and most important personal finance project we will undertake. This has become more pronounced in recent decades as the...

Navigating the 2025 Tax-Filing Season: Personal Investing

Navigating the 2025 Tax-Filing Season: Personal Investing By Meagan Fraser – Allan Gray In the finalised 2025 Budget speech, Finance Minister Enoch Godongwana announced the allocation of an additional R7.5bn to the South African Revenue Service (SARS) for the...

Over Coffee Market & Economic Summary | June

Dot. The SA economy grows at just 0.1% QoQ — surviving but not scoring. Bowled. US Dollar Index drops 10.8% YTD — its worst f irst half since 1973. Four SA food inflation rises 4.4% year on year — highest since March 2024.  

Mistakes Made. Lessons Learnt.

Mistakes Made. Lessons Learnt. By: Paul Hutchinson, Sales Manager, Ninety OneI have worked in the financial services industry for more than 30 years. During this time, I have made any number of investment mistakes, some more costly than others. In this article I will...

Welcome to adulting: Here’s what to do with your first paycheck 

Welcome to adulting: Here’s what to do with your first paycheck  In celebration of Youth Day By: Debra Slabber, Director: Portfolio Specialist, Morningstar Investment Management South Africa In the spirit of Youth Day this June, I’d like to reflect on my younger days...

Over Coffee Market & Economic Summary | May

Inflation. South Africa’s defence held firm, with core inflation easing to 3% – the lowest since July 2021. Trade. The trade surplus took a knock, down to R14.1bn – it’s smallest in three months. Rates. The SARB made a tactical substitution, cutting the repo rate by...