"For many households, the first step towards financial freedom is moving from informal savings or cash under the mattress into regulated products that can outpace inflation and protect purchasing power over time," says Adriaan Pask, Chief Investment…
"While the situation remains fluid, the range of possible outcomes has widened considerably, and the risks that policymakers and investors now face have increased compared to the start of the year," says Reza Hendrickse, Portfolio Manager at…
"Without a formal structure, offshore assets can become an estate planning nightmare. Upon the death of a holder, direct offshore investments may be subject to foreign probate (legal validation of a will), offshore inheritance taxes (situs tax),…
“In volatile market conditions, global diversification can literally be a free lunch. Moving your money offshore gives you currency, political, industry and sector diversification. It makes sense to spread your risk across the globe rather than…
"We live in a society motivated by solving short-term wants, often without considering the long-term financial trade-offs. For many, the temptation to spend now can overshadow the quiet power of consistent, incremental investing – a practice…
Dalrymple Holdings, led by financial services professionals Gontse Sekhitla and Tando Bikitsha, is to acquire WTW (Willis Towers Watson) South Africa's Investments Advisory business. Following the deal close, the business will operate as Catenate…
"Populism in the West is leading to looser fiscal policy, which is good for nominal growth and supportive for equities. But additional spending, for example on stimulus or defence, could imperil the sustainability of government debt. We see…
"AI now sits alongside the energy transition, demographic shifts and geopolitical realignment as a defining mega-force. The BlackRock Investment Institute estimates that if AI adds around 1.5 percentage points to US growth, it could lift revenues…
“The real risk isn’t making the wrong decision. It’s avoiding decisions altogether. Over long periods, small differences in performance matter, and ignoring them can be far more damaging than responding to them. Investors don’t need more complexity,"…
"Diversification is a risk mitigation technique that aims to reduce losses by allocating investments among a variety of financial instruments. It is a critical aspect of effective portfolio management.," says Wendy Myers, Head of Securities,…
"Closed-ended funds are structured with fixed life cycles, typically seven to 10 years, which naturally enforce exit discipline. Managers must plan, govern, and realise investments within a defined horizon. This structured approach has historically…
Rashaad Tayob, Portfolio Manager, believes the broad-based rally across almost all major asset classes, both globally and locally, has been heavily influenced by the weaker dollar, which has fallen roughly 10% from its peak. He cautions, however,…
"A robust US earnings season and signs of a recovering jobs market have prompted us to upgrade our view in November. While the unemployment rate has risen since the September employment data, this has been driven by a higher participation rate,"…
"Multi Asset portfolios have been firm investor favourites over the past 12 months and for the quarter ended September 2025. These portfolios attracted R93 billion of the R186 billion in net inflows for the 12 months ended September 2025," says…
Insurance Biz is a New Africa Busines News Services (NABNS) publication launched in 2013 to focus on the insurance industry, investments, financial planning, employee benefits etc. It remains a great resource of news for industry professionals, and for those who seek to learn about the financial sector developments.
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