Articles tagged as "GrayIssue"
Take control of your 2026 tax-filing obligations
Tax-filing season tends to roll around faster than expected each year, often leaving taxpayers with additional admin and last-minute pressure. While the...
Taxation of retirement lump sums and living annuity income for non-residents
Investors who emigrate are often surprised by the complexity involved in accessing their existing retirement investments after they have ceased to be South...
Bracket creep: The silent tax
Each year we listen with bated breath to the Minister of Finance’s annual Budget speech to learn whether tax rates will increase and breathe a sigh of relief...
Is the world’s safest currency actually the riskiest?
The dollar’s safe-haven status is cracking under the weight of debt, deficits, and political risk. Once a symbol of stability, it now looks fragile and...
Are you swimming in the right water?
For decades, global markets revolved around export-led growth and the gravitational pull of US assets. Now the currents are changing. Graeme Forster, portfol...
Which risk runs deeper: owning or avoiding emerging markets?
Emerging markets (EMs) account for more than 80% of the world’s population and more than half of its gross domestic product (GDP) but less than a tenth of...
What if Trump is right?
Maslow’s hierarchy of needs framework helps us understand both today’s shifts and the implications for markets. While capital was flowing towards the top of...
What if the real American exceptionalism now lies beyond America’s biggest stocks?
Mega-cap technology companies have come to embody America’s market might – innovative, dominant, and seemingly unstoppable. Yet history suggests that when...
Is AI a bubble, or is the best yet to come?
Artificial Intelligence (AI) is reshaping industries at a remarkable speed. However, its rapid rise has sparked bubble-like behaviour. Extreme valuations,...
Disconnect between economies and markets warrants caution
2025 was a great year to own South African financial assets despite mostly negative news headlines and lacklustre economic growth – a theme common among...
South Africa’s 3% inflation target
The South African Reserve Bank believes we must take advantage of the current lower levels of inflation and has announced that it will now interpret its...
Navigating the 2025 tax-filing season
In the finalised 2025 Budget speech, Finance Minister Enoch Godongwana announced the allocation of an additional R7.5bn to the South African Revenue Service...
2025: Risk remains heightened around the world
Following a year that saw political regimes shift in many parts of the world, investors need to brace themselves for a period of elevated risk as geopolitica...
