Part 1: What’s in store for Interest Rates?

This is the first article in a two-part series on the current rising interest rate environment, to provide some context on the path of interest rates, how we arrived here and where we are headed.

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February 2022 economic review

Most nations ended the month in negative territory, but once again South African markets showed resilience and advanced.

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Russia-Ukraine crisis

Our portfolio managers share how the Ukraine-Russia conflict is affecting your portfolio.

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Industry report: Fund manager changes Q4 2021

Please see the Fund Manager Changes industry report that highlights the business and team related changes that occurred during the previous quarter.

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From Russia, with Love

“From Russia, with love”

The world woke up on the 24th of February to the reality of Russian military forces invading and attacking Ukraine, with stock markets across the globe opening some 2% to 3% below the previous day’s close. Considering Russia produces roughly 10 million barrels of oil a day, making her the world’s third largest producer behind the US (+-20 million bpd) and Saudi Arabia (+-12 million bpd), Russia’s…

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Geopolitical tension mounts, amidst Ukrainian/Russian conflict. Should investors panic?

Geopolitical tension mounts, amidst Ukrainian/Russian conflict. What does this mean for portfolios and should investors start panicking?

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Budget 2022 positive for investors

This year’s Budget showed sympathy for the poor and a clear understanding that SA taxpayers are unlikely to shoulder further tax hikes

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Budget 2022

Budget 2022 is a significant improvement on previous projections. It also has the right intent.

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The seen and unseen rewards of a retirement annuity

Retirement annuities may sound boring – until they’re the reason you get a tax refund every year. As the cork hits the ceiling and celebratory drinks flow, spare a moment to toast this investment product.

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January 2022 economic review

Following a strong 2021 for global markets, January was a volatile and shaky month, except for South African markets which continued to advance.

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