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Wealth & Investments

 

Wealth & Investments / 19-03-25 / Professor Emil Brincker

Professor Emil Brincker | The tax treatment of collective investment schemes

"The first proposal entails the CIS being treated as fully tax transparent. Capital gains and losses would be allocated to Unit holders on a daily basis and reported to them on an annual basis. This would result in CISs not being subject to…

Wealth & Investments / 19-03-25 / Sahil Mahtani

Sahil Mahtani | Macroscope: Is the market's bet on US exceptionalism being tested?

Sahil Mahtani, Head of Macro Research at Ninety One's Investment Institute, argues that the Trump administration appears willing to tolerate a slowdown to push through structural reform . Weakening indicators, policy changes, and shifting dynamics…

Wealth & Investments / 19-03-25 / Ané Craig

Ané Craig | Dynamic risk management as the economic cycle shifts

"We believe although fixed income markets are still positioned to deliver good real returns to investors, the return path will not be smooth, and therefore it is critical that investors partner with an investment manager who has a successful…

Wealth & Investments / 19-03-25 / Phil Robotham

Phil Robotham | World Water Day | AI’s unquenchable thirst

"The water footprint of datacentres is driven by both the water consumed for the electricity generation and the water consumed for cooling. This is a significant problem because the use of AI is becoming increasingly widespread across a range…

Wealth & Investments / 19-03-25 / Daniel Dos Passos

Daniel Dos Passos | The paradox of choice in making an investment decision

"Research has also shown that the more informed or experienced an individual is, the more confident they are in making a decision and prefer having more options. As a result, experienced investors are more likely to make investment decisions…

Wealth & Investments / 17-03-25 / Duty Editor

GPCA reveals infrastructure as a major focus for private capital invested in Africa

"Our analysis is also informed by interviews of key fund managers and development finance institutions active in African infrastructure, including Actis, Africa50, AIIM, A.P. Moller, British International Investment (BII), Climate Fund Managers,…

Wealth & Investments / 14-03-25 / Jane Khumalo

Budget 2025: Consumers given a lifeline - make the most of it, say Liberty Financial Advisers

"The series of interest rate increases over the past year may balance out any real negative effects from this small rise, but caution should be taken by consumers not to spend carelessly," says Liberty Wealth Adviser Carlo Gil.

Wealth & Investments / 12-03-25 / Sarah Simson

Sarah Simson | The new rules on distributions from SA trusts to offshore trusts

"Given the current economic and political uncertainty in South Africa, the ability to establish and fund an offshore trust is an even more attractive option for those looking to diversify assets and safeguard wealth in a more stable international…

Wealth & Investments / 12-03-25 / Danie van den Bergh

Danie van den Bergh | Career cross-currents navigated by today's financial adviser

"Financial advisers often face challenges in aligning their career goals and personal needs, particularly when they feel a lack of value or support from their Financial Services Provider (FSP). Many advisers struggle with limited opportunities…

Wealth & Investments / 12-03-25 / Shelly Nxumalo

FNB introduces 4th tranche of Capital Preserver Autocall Structured Product

“Investors today want a balance between growth and security, especially when traditional investments may not deliver the expected returns. With FNB 100 Capital Preserver Autocall 4 (ZAR), they can benefit from international market performance…

Wealth & Investments / 12-03-25 / Tommy Jackson

M&A and Transaction Solutions - creating value in portfolios

"The four primary levers -human capital, ESG, intellectual property and cyber protection - are instrumental in value creation, governance and data-driven decision-making,” says Zamani Ngidi, Business Unit Manager for M&A and Cyber Solutions…

Wealth & Investments / 06-03-25 / Duty Editor

As the DeepSeek dust settles – what have we learned about investing in AI?

"They did it in a very time and cost-efficient way versus the incumbent methodologies. This led to questions about what this means for spending on AI infrastructure, which has been a big driver of the markets over the last couple of years,"…

Wealth & Investments / 05-03-25 / Tommy Jackson

Unlocking Africa's green economy: a pivotal moment that may not return in "the next 150 yrs"

"We're at an intersection of opportunity and responsibility. Africa must rise to the occasion, compete on a global scale and direct funding towards high-impact initiatives. With millions of dollars flowing into Africa, and a proliferation of…

Wealth & Investments / 05-03-25 / Thomas Berry

Thomas Berry | Making the great wealth transfer last beyond three generations

"This is particularly relevant considering that the biggest global transfer of wealth is currently underway. In the coming years, baby boomers are set to pass down more than $68 trillion – that’s more than double the size of the whole US economy,"…

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