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...

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...

Morningstar Market Commentary for September 2023

Market and Economic Summary Negative market sentiment continued in September, resulting in the first negative quarter of 2023 for most asset classes. The majority of asset classes closed the month in negative territory, largely due to cautious comments from global...

A bear in bull’s clothing? Paying the price for AI in US Tech

A bear in bull’s clothing? Paying the price for AI in US Tech By Sean Neethling, Head of Investments, Morningstar Investment Management South Africa Storytelling is a powerful way of engaging with people and connecting ideas. One of the most captivating stories in...

National Wills Week 2023

Wills Week 2023 Wills week was introduced by the Law Society of South Africa in 2008 to bring awareness to the importance of having a Will. This is an opportunity to grant all South Africans free Will drafting. Please see the list of participating law firms for 2023:...