NEWS & INSIGHTS
Stay informed on local and offshore market moves.

EXPLORE by category

Peruse your interests by exploring our subject categories.​

fund Updates

Market & EconomIC Insights

Personal investing

Personal Investing

Tick all the right boxes – partnering with a multi-manager

Multi-manager investing is designed to provide a simple means of achieving asset manager/fund diversification across a range of asset classes and solutions. But as a financial adviser WHY would you want to partner with a multi-manager when investing money for your clients?

Personal Investing

Dispelling the myths – model portfolios and CGT

Capital Gains Tax was introduced to the South African Income Tax Act, 1962 (‘the Act’) from 1 October 2001 and is applicable to capital gains made after that date. The Act sets out the basis for taxing the capital gains arising from the disposal of an asset.

Personal Investing

When investing offshore do not overlook the importance of estate planning

South Africa is a small economy when seen in a global context, with only 0.5% of world GDP according to a Goldman Sachs report. It should therefore not come as a surprise that increasingly, more South Africans have decided to further diversify their investments by investing in global markets.

Investment Library

Multi-Manager-Lens
Investment Library

The Gender Agenda in South African Asset Management

Women having the same rights in the work place as men does not translate into gender equality when many women face unequal opportunities and biases that limit equal access to skills, development, growth and great career opportunities. This means that many industries are still generations away from reaching gender parity in their workforce.

Benchmarks: ‘Keeping up with the Joneses’
Investment Library

Benchmarks: ‘Keeping up with the Joneses’

As an investor you probably come across the word ‘benchmark’ on a regular basis. You may have noticed this word on a fund factsheet or it may have come up during discussions with a financial adviser. While many clients are familiar with it, the concept can be quite puzzling at times

Generation Next
Investment Library

GenNext (Generation Next)

It does not feel like it was so long ago when the South African asset management industry was starting to experience a substantial rise in boutique asset managers. Now in their late teens, with some going into adulthood, we – over a three-part series – look back at the journey of the pioneers who left large investment houses to manage money within a boutique setting.

Investment Library

Understanding performance evaluation

Performance evaluation is one of those topics that is conceptually easy to understand, but your understanding begins falling apart once you get into the detail. Fortunately, there are great frameworks for thinking about this “problem”, and great tools for helping with the exercise.