COVID-19: Portfolio, economic and investment update
During February and March, we were active in both the local equity and fixed income markets. This activity reduced during April and May, as we believed the portfolios were satisfactorily positioned given current valuations. In addition, markets have perhaps moved a little ahead of fundamentals.
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Investment team update
We take this opportunity to bid farewell to some of our investment team colleagues and announce a number of resultant promotions.
COVID-19 cracked the crystal ball
Investors and their advisers continue to grapple with the question of what life, and indeed the world economy, will look like in the next one to three years....
Take charge of your finances during COVID-19
As we think about the day-to-day impact of the COVID-19 pandemic on our families, friends, colleagues and communities, it’s easy to lose sight of our long-te...
How to manage your living annuity in uncertain times
Presenting via Zoom webinar, Shaun Duddy discusses the “Rule Book” for managing your living annuity over the long term and interrogates whether these rules...
Do South African banks offer value in a COVID-19 battered world?
As South African banks re-evaluate their models to deal with the potential implications of the coronavirus pandemic and take proactive steps to minimise the...
Managing your living annuity in an uncertain world
In response to the dramatic impact that measures to contain COVID-19 have had on asset prices, National Treasury has announced temporary changes to living...
Look after your financial health during COVID-19
With the COVID-19 pandemic spreading across the globe, remaining healthy is naturally top of mind. While we are all prioritising the health and wellbeing of...