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...

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’...

Back to basics – Principles of investing 

Back to basics – Principles of investing Debra Slabber, Director: Portfolio Specialist, Morningstar South Africa Sometimes I find it incredibly difficult to make sense of this crooked world we live in, and I often hear how perplexed investors are as well. The...