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Investing through economic turbulence and political uncertainty

By Barrie van Zyl – Senior Manager at Alexander Forbes   Uncertain. This is the answer that most South Africans provide when asked how they feel about the country and its future. This is also how many financial advisers feel about the South African political and economic environment, ...
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Responsible Investment: Called to account

    Allan Greenblo, Editorial Director Today’s Trustee     Purporting to be a retail client, youthful ESG enthusiast Lise Pretorius* did some dipstick research. Only a handful of the South African asset managers, invited to articulate how their claims ...
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Tips to end 2017 on a financially high note

By Alexander Forbes Financial Planning Consultant Rita Cool Update your financial goals & requirements Your personal circumstances could have changed during the course of the year. Maybe you had a baby and you need to start saving for education, or you divorced and need to separate ...
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Local investors not deterred by turbulent investment climate

The local Collective Investment Schemes (CIS) industry continues to attract steady net quarterly inflows as local investors seem undeterred by the current turbulent political and economic environment. According to the latest statistics released by Association for Savings and Investment South ...
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Tired of paying tax?

SARS gives 100% tax break in attempt to drive economy   By Neill Hobbs, founder and director of Anuva Investments   The mini-budget was a rude awakening, as the Finance Minister, Malusi Gigaba, admitted that SARS is no longer able to collect sufficient revenue. 8 billion shortfall ...
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Cash Portfolio:

A portfolio that includes cash investments (see definition of "Cash Investments"). Returns are similar to those from cash in the bank.
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