Amid ongoing market turbulence and shifting global economic prospects, we are likely to see a promising trajectory for global equity portfolio returns in 2024. This will be buoyed particularly by shares in the global healthcare and technology sectors, which...
Companies
Now is not the time to turn your back on emerging market equities
The past 10 years have not been kind to emerging market investors. Over the 10 years to the end of March 2024, the asset class has returned less than 3% p.a., which contrasts starkly with the returns of broader equity indices such as the MSCI All Country...
Outperform 99% of Your Neighbours
Behavior Gap and EBnet are excited to bring “simple, fresh, fun” to the financial world in South Africa. People learn when they listen but they remember when they see. We believe that using less words and talking in pictures nurtures understanding....
Secure your future: Direct your tax rebate into a retirement annuity
Now that the tax year has come to a close, many individuals are anticipating significant tax rebates. Rather than hastily splurging on non-essential items, especially in an uncertain economic climate with volatile markets, consider investing along with any...
Harmonising family offices with private equity for mutual growth
A family office is a private wealth management advisory company that serves ultra high net worth individuals. They offer a total solution to managing the financial and investment needs of an affluent individual or family. In recent years, family offices have...
FSCA publishes updated requirements for rule amendments to give effect to the two-pot system
The ANC's 2024 Election Manifesto yet again raised the concept of prescribed assets whereby retirement funds will be obligated to invest in government approved investments. Similar comments were made in its 2019 election manifesto and has been a recurring...
The Institute of Retirement Funds Africa’s bold new identity signals a future of growth, inclusion and giving IRFA embarks on a new journey with its “Better Together” branding initiative
“Join us as we move forward, 'Better Together,' towards a future filled with promise, progress, and prosperity for all.”The Institute of Retirement Funds Africa (IRFA) has introduced its new brand identity, centred around the tagline "Better Together." IRFA...
The Financial Services Tribunal, the Ombud Council and Pension Funds Adjudicator – who does what?
The Office of the Pension Funds Adjudicator (OPFA) is inter alia subject to the functions of both the Financial Services Tribunal (FST) and the Ombud Council. These bodies have been established with the adoption of the twin peaks model of regulation in South...
Stumbling blocks turned into stepping stones
Recently, I had the privilege of chairing the Financial Planning Standards Board's (FPSB) global Chief Executive Committee meetings, where representatives from various regions shared updates about the financial services industry within their territories....
Investment Solutions by Alexforbes enters the R500 billion Discretionary Fund Management market
Alexforbes, South Africa's leading investments multi-manager, has announced its entrance into the R500 billion Discretionary Fund Management (DFM) market with the launch of 'Investment Solutions by Alexforbes'. Dawie de Villiers, CEO of Alexforbes, stated,...










