Morningstar Market Overview, December 2020
5 January 2021
Global markets continued to climb higher in December, supported by the start of Covid-19 vaccinations in many countries, despite concerns around an increase in infection rates as well as the...
Avoid starting January with more debt
15 December 2020
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...
Maximus Event: Understanding Poetry
4 December 2020
Poetry is an art form. The expression of creative imagination. And like all its associated art forms, poetry answers questions about identity of people both real and assumed, life and...
What do the latest downgrades mean?
26 November 2020
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&...
The 8 key elements of a good financial plan
19 November 2020
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...
Morningstar Market Overview, October 2020
4 November 2020
Global equity markets continued to come under pressure in October, weighed down by increasing Covid-19 infections in Europe and the US, with many countries across Europe reintroducing lockdown measures. Markets...
MTBPS: Plan to make it easier for pension funds to finance infrastructure
30 October 2020
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...
National Wills Week
29 October 2020
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...
Retirees: over-exposure to cash-like investments risks disappointment
28 October 2020
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...