Every month is a good month to invest

When it comes to investing, common patterns such as “sell in May and go away” and the “January effect” may not offer significant value based on historical data. Regardless of the month, long-term investors should focus on staying fully invested...

Five lessons for investing in uncertain times

Five lessons for investing in uncertain times By Tim Acker and Morgan Housel With 2024 being an election year for almost half the world’s population, including South Africa, the US and the UK, many investors are worried about what the future holds and how it will...

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...

Don’t be lazy with your cash

Don’t be lazy with your cash By Michael Kruger, CFA® Senior Investment Analyst, Morningstar Investment Management South Africa A record amount of R1.6 trillion is currently held in South African bank accounts as retail savings deposits. This is a staggering...

World Book Day 2023

World Book Day 2023 “Every night my son and I read a book before bed – it is one of the highlights of our day and a time to reconnect and relax with no interruptions.” (Megan Marais – Southwood Financial Planning) “I love reading to Madison and hearing her perspective...