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The Year Ahead

As we begin this new year, it’s very easy to become despondent given everything that is going on around us – COVID-19 in particular, of course. Instead let’s try...

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Where to from here? Our asset class convictions at a glance

If we cast our minds back to March 2020, we were in the midst of one of the worst market drawdowns in history. It is hard to imagine that just nine...

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Lessons from 2020 to remember in 2021

Who would have thought we would kick off 2021 in almost the same manner as 2020? Even though we were all hopeful that 2021 would start on better footing, numerous countries are still...

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Avoid starting January with more debt

If you do just one thing this festive season, plan for those 40 days to the next paycheque. Right now, the best thing you can do for your financial health is...

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What do the latest downgrades mean?

Last Friday, ratings agencies Moody’s and Fitch downgraded SA’s sovereign investment rating by a further notch into junk territory whilst maintaining a negative outlook. By contrast S&...

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The 8 key elements of a good financial plan

Everyone's financial plan will differ, not only because we all think and value things differently but also because our needs change throughout our lives. A financial plan is one of...

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MTBPS: Plan to make it easier for pension funds to finance infrastructure

The government plans to make it easier for pension funds to invest more in infrastructure projects, potentially unlocking billions of rand of additional funding to boost economic development. Finance Minister...

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National Wills Week

 This week marks “National Wills Week”. For all practical purposes this should serve as a reminder that those who do not have a Will should really think about having one...

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Retirees: over-exposure to cash-like investments risks disappointment

The expected returns from cash, near cash and income funds will be significantly lower for the foreseeable future. Retired investors who rely on drawing an income from their investment portfolio...

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