Blog

  Dear Valued Client It’s been another eventful year for many wrong reasons, with South Africa being pounded by scandals...

The Medium Term Budget Policy Statement presented a further improved fiscal position, despite the global macroeconomic environment having weakened since...

Despite our consumer confidence index reaching new lows in recent days reflecting the pessimism that South Africans are feeling about...

Dear valued Client Please find below a very brief summary of the main topics covered by South Africa’s 2022 Budget...

The performance of our client portfolios has been surprisingly robust since the sudden drop in market values in March of...

Surviving financially through the lockdown Making it through the month = knowing how much after-tax cash you have available and...

Hello Everyone Just as we are feeling sorry for ourselves & even feeling a little despondent, comes this insight from...

Hello Everyone How are you all managing during this lockdown period? It’s not even a week since my first update...

Dear valued Investor Please find below some wise advice in these concerning times. Our investment decisions are generally drive by...

What a time to launch our Fish Eagle brand and to bring out our inaugural Blog! You may be thinking,...

STANLIB – Weekly Focus – 4 Feb 2019

STANLIB – Weekly Focus – 11 Feb 2019

STANLIB – Economic Update – 14 Mar 2019

STANLIB – Economic Update – 28 Mar 2019

STANLIB – Economic Update – 25 Apr 2019

We’ve heard the state of the nation address. We now ask ourselves if Cyril Ramaphosa really wants what we want...

As this is my first newsletter of 2019, may I wish you all a very happy & healthy new year....

Dear Investor I thought it an opportune time to comment on what I find, at first glance, a most confusing...

Dear Investor National Treasury believes that the 183-day threshold for South Africans working outside the country in order to avoid...

Dear Investor An update regarding our increasingly concerning local political scene: After recalling Finance Minister Pravin Gordhan and his deputy,...

Dear Investor While we do not advocate blanket investment advice across all our client portfolios, we feel that it is...

Dear Investor What is happening to cause these equity markets to rise like this? There are three possible drivers: Better...

Dear Investor Do you feel that was a long enough break from the rat race?! It seems to me as...

Dear Investor Thank goodness for the seasons, Our brains start a process of renewal when the weather begins to change,...

Dear Investor Monday saw the launch of the new amnesty or SVDP. What is the SVDP? It is an opportunity...

Dear Investor Six weeks after the referendum about Britain’s membership of the EU and since then stock markets have dropped...

Dear Investor Britain has voted to leave the EU. This is a massive moment for all those in Britain who’ve...

In just under two days’ time the Brexit referendum will have taken place and the results will be about to...

Dear Client Have a look at the graph to see what the yields (reward for taking the risk of not...

Dear Investor The following article appeared in the financial media recently. It is an extract from an interview with a...

Dear Investor We’ve attached the latest explanation from Treasury regarding which retirement reforms are going to take place as at...

Hi there We’ve attached a very brief animated clip about saving towards your retirement by investing in a retirement annuity....

A Happy New year to you Well, now that the pleasantries are over, lets cut to the chase The year...

You will no doubt also be feeling rather edgy after recent developments in both local and overseas stock and bond...

Dear All The corrupt and devious president of our beautiful country has fired the much respected Minister of Finance, Nhlanhla...

Dear All We are a nation of spenders. We are ranked in the top ten countries who buy luxury German...

For those of us who enjoy a freebie, here is one which you should consider despite the maximum investment limits...

If you are reaching your retirement age later this year, you will be faced with various decisions which could influence...

The R4 million which South African taxpayers are allowed to invest offshore in your lifetime will be increased to R10...

Here are a few tips to help you teach your kids how to manage their money – by setting a...

An increasingly “nervous” international investment environment this year will lead to political risk becoming an even more important factor to...

The US Fed has decided to keep interest rates unchanged at least through the first quarter of next year. This...

In recent weeks the oil price has dropped substantially. Is this a good thing for the world or is it...

Dear All This is a brief information bulletin about Fedgroup’s Participation Bonds for those who seek a good yield to...

New legislation is afoot which is going to reshape the way in which investors remunerate their advisors. This is because...

This is because the entry price and the exit or sale price are the two points which determine whether you...

We have clearly at last entered the anticipated stock market correction in recent days. This isn’t a reason to get...

Ante-nuptial Contracts Where the spouse who has deceased made donations to the surviving spouse in terms of the ante-nuptial contract,...

One of the consequences of the collapse of ABIL is that certain fund managers who had exposure to African Bank...

Warning signs are emerging that South African bonds are vulnerable to a sell-off should bond market liquidity remain at its...

According to most asset managers in South Africa, equities are currently trading at very high levels relative to historic levels....

It seems as though we are starting to reach levels on most major stockmarkets which are stretched. Long Term Investors...

Your child’s high school and tertiary education could cost anywhere between R500,000 and R2million. It’s easy to see then that...

The MSCI World Equity index neared its record high as investors expected the US Federal Reserve to keep interest rates...

It’s been almost five years since independent investment advisors started their appeal to Allan Gray to extend their investment offering...