Your Budget
2 December 2021It’s that time of the year again – well, maybe not quite! Whatever your plans are for the Festive season, enjoy the break and relax. However, once the festivities and...
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Morningstar Market Overview, November 2021
2 December 2021Global equity markets started the month of November on a positive footing, however, news of the Omicron variant of Covid-19 and the US inflation print coming in ahead of expectations...
Your insurance policy is not a maintenance contract
10 November 2021All too often consumers assume their insurance policy is a maintenance contract, but this is one of the biggest reasons for claims being rejected by insurers. This is according to...
Morningstar Market Overview, October 2021
5 November 2021Global equity markets climbed higher during the month of October, as positive corporate earnings releases and better than expected macro data led to robust returns from US and European equity...
A forecast you can bet on – the longer you are invested, the better your odds of positive returns
13 October 2021In the words of Albert Einstein; “The future is unknown, but a somewhat predictable unknown. To look to the future, we must first look back upon the past.” When it...
Morningstar Market Overview, September 2021
5 October 2021Global equity markets performed poorly in September, as slowing global growth, concerns around the spread of the Covid-19 Delta variant and liquidity concerns at China’s second largest property developer...
Morningstar Market Overview, August 2021
3 September 2021Global equity markets performed strongly in August, with many major global equity indices reaching new highs during the month, despite continued concerns around the spread of the highly contagious Covid-19...
Estate planning: The value to your surviving spouse of putting your affairs in order
20 July 2021Most South Africans are Covid-fatigued but, as the trajectory of the third wave continues upwards, it’s only natural to think about how the possibility of sudden death would impact...
Morningstar Market Overview, June 2021
2 July 2021Most major global equity markets ended the month with either modest gains or in negative territory, as concerns around the rapid spread of the Covid-19 Delta variant spooked investors. That...