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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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Spring clean your finances – easy steps to get you started

In South Africa, 1 September is known as Spring Day, signalling the approaching change in season from winter to summer. This time of year is known to act as a trigger...

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Gold – a safe haven, or too hot to handle?

Financial market moves in 2020 can best be described with one word – unprecedented. Equity markets experienced one of the sharpest and speediest declines in the first quarter of 2020, only to recover...

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Investing globally – What can we expect from the next decade

At Morningstar, we follow a valuation-driven investment approach, which means we invest in assets we find attractively priced and avoid those areas we believe are overvalued. We are positioned to...

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What to do with your money amid S.A. economic pessimism and the worry of prescribed assets

South African investors have had no shortage of challenges over the past decade. Going into 2020, we were all hopeful that this was going to be the year we would turn...

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You can’t predict but you can prepare

As we emerge from the stringent lockdown restrictions of the past 100 plus days, many of us are now facing a world that looks quite different from what we were used...

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Breathe, Think, Act

When markets panic, the only investment mantra I believe in is “breathe, think, act”. Sell-offs can provide fantastic buying opportunities, but elevated risks often accompany them.

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