News
Quarterly Moneyweb portfolio manager interview03 May 2013
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Our Chief Investment Officer Ian Liddle speaks to Moneyweb's Hilton Tarrant
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Comments from the Chief Operating Officer
Rob DowerSouth Africans save too little in general but we especially save too little for retirement. People who have no savings have to live only off the returns they get from their labour, since they have no capital working for them.
Even if they are careful only to borrow for emergencies, those without any savings have to pay interest on the money they borrow to those who have the capital to lend. You can keep working for as long as possible but jobs are scarce...read more
The return of inflation
Sandy McGregorAfter two decades of low inflation in developed economies, people are behaving as if price stability is the norm. Sandy McGregor discusses how recent developments in monetary policy may undermine this comfortable paradigm, creating a much more volatile investment environment.
It is now over 30 years since central banks brought an end to the great inflation of the 1970s. Initially the very idea that inflation had been tamed...read more
Buy OUTsurance
Ruan StanderIn capitalism it is most often the case that competitive advantages do not last. One only needs to think about the ongoing competition between cellphone manufacturers to realise that good ideas rarely translate into long-term advantages.
Exceptions to this rule make interesting subjects for analysis. Ruan Stander looks at well-managed direct insurance company OUTsurance, part ofthe Rand Merchant Insurance Holdings(RMI) Group, as a good example of acompany enjoying multiple...read more
Investing offshore to reduce portfolio risk
Seema DalaFive years on from the start of the Global Financial Crisis, as economic uncertainty continues across the world, investors remain sceptical about exposing their savings to these risks. Seema Dala asks: does it still make sense to add offshore investments to your portfolio
Offshore investing is an ever-popular watercooler discussion topic - is it a good idea, how to do it, and how to know when the time is right? ...read more
Retirement reform: How will the changes affect you?
Richard CarterWith a very small percentage of South Africans able to support themselves financially in retirement, Treasury has been taking a thorough look at retirement savings, trying to figure out how to manage this alarming problem. Several discussion documents have been released for comment, with a further paper made public alongside the 2013 Budget Speech.
Through consultation and debate with various groups, including the financial services ...read more
Group retirement annuities bolstered by retirement reform
Gerhard KlingerYou should not let the current uncertainty around retirement reform inhibit your willingness to save for your retirement; it is very difficult to make up for lost time.
With government's assurances that vested interests will be protected, it makes sense to find a product that meets your needs and to start, or continue, saving even while many questions remain unanswered. .Gerhard Klinger and...read more
Australian exposure: an interesting opportunity?
Simon MaraisWith South African investors displaying a keen interest in Australia, we have now added the Allan Gray Australia Opportunity Fund...read more
