Allan Gray - In Pursuit of Value

Economics Industry

The current disparity in markets, both locally and offshore, is creating an opportunity for bottom-up investors like ourselves to generate meaningful returns, but one needs to be discerning.

Read More

Fundhouse - The Infrastructure Drive

Economics Industry

In September 2018, the South African government announced the Infrastructure Fund Initiative that is focused on transforming the country’s infrastructure.

Read More

Cash is King or Cash is Trash?

Economics Finance Financial Planning

Ray Dalio, founder of Bridgewater Associates, proclaimed in January this year that “Cash is Trash”. He reiterated this sentiment in April warning investors to be conscious of the dangers of cash, that it is seductive because of its low volatility, but is almost always the worst investment.

Read More

Testamentary Trusts and Estate Planning FAQ’s

Economics Finance Financial Planning

When it comes to estate planning, you should always consider the objective at hand for deciding on the type of trust to use. A Testamentary Trust is the most commonly used form of trust in South Africa and is an effective Estate Planning tool.

Read More

Managing your capital through a time of crisis

Covid-19 Economics Finance

In six short weeks Covid-19, initially a regional epidemic confined largely to the Hubei district in China, has become a global pandemic. The brutal, and in this case ruthless, power of exponential growth has been on display for all to see.

Read More

Do we need to worry about Trade Wars?

Economics Financial Planning Investments Tax

The primary reason that countries engage in protection is to promote the economic strength of the home country, including employment, often at points when the global economy is weak, or when there is rising competition from foreign participants. Through stronger local industry a country becomes less reliant on imports from foreign nations, providing a stronger base from which to direct its own growth policies.

Read More

Allan Gray - In Pursuit of Value

Economics Industry

The current disparity in markets, both locally and offshore, is creating an opportunity for bottom-up investors like ourselves to generate meaningful returns, but one needs to be discerning.

Read More

Fundhouse - The Infrastructure Drive

Economics Industry

In September 2018, the South African government announced the Infrastructure Fund Initiative that is focused on transforming the country’s infrastructure.

Read More

Cash is King or Cash is Trash?

Economics Finance Financial Planning

Ray Dalio, founder of Bridgewater Associates, proclaimed in January this year that “Cash is Trash”. He reiterated this sentiment in April warning investors to be conscious of the dangers of cash, that it is seductive because of its low volatility, but is almost always the worst investment.

Read More

Testamentary Trusts and Estate Planning FAQ’s

Economics Finance Financial Planning

When it comes to estate planning, you should always consider the objective at hand for deciding on the type of trust to use. A Testamentary Trust is the most commonly used form of trust in South Africa and is an effective Estate Planning tool.

Read More

Managing your capital through a time of crisis

Covid-19 Economics Finance

In six short weeks Covid-19, initially a regional epidemic confined largely to the Hubei district in China, has become a global pandemic. The brutal, and in this case ruthless, power of exponential growth has been on display for all to see.

Read More

Do we need to worry about Trade Wars?

Economics Financial Planning Investments Tax

The primary reason that countries engage in protection is to promote the economic strength of the home country, including employment, often at points when the global economy is weak, or when there is rising competition from foreign participants. Through stronger local industry a country becomes less reliant on imports from foreign nations, providing a stronger base from which to direct its own growth policies.

Read More