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1 July 2024anemptytextllineNew rules are coming for financial advisors in South Africa. The CoFI Bill will make sure advisors put clients first and follow stricter guidelines. Networks can offer compliance support, financial backing, and new technology. By working together, advisors can turn this change into an opportunity.
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12 June 2024anemptytextllineGraduating marks the beginning of an exciting yet challenging phase where financial independence demands careful budgeting and responsibility. Prioritizing an emergency fund is crucial to cover unexpected expenses, followed by long-term investments such as tax-free savings accounts for future security.
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12 June 2024anemptytextllineIn SA, inflation moderated slightly from 5.3% y/y in March to 5.2% y/y in April, according to data from Statistics South Africa (Stats SA). The primary contributors to the April headline inflation rate were housing and utilities, food, and transport.
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12 June 2024anemptytextllineUS inflation slowed in April and was outpaced by the national wage figure. Japan’s April inflation also slowed, consistent with the trend in other major economies. In SA, President Cyril Ramaphosa signed the National Health Insurance (NHI) Bill into law in May, hoping to make healthcare affordable for all citizens. South African elections took place in May, resulting in the ANC losing its majority.
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27 May 2024anemptytextllineElections are important market events for multiple reasons including economic policy shifts, potential legislative changes, and investor sentiment regarding the outcome and who the elected leader will be. However, as recurring as elections may be, some carry greater significance than others, which begs the question - is this time any different?
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15 May 2024anemptytextllineThe recent changes allowing higher allocations to private markets and hedge funds within South African retirement funds reflect a growing trend in alternative investments that could directly impact your retirement strategy. These shifts open doors for potentially higher returns and improved portfolio diversification, which are crucial considerations for anyone planning their retirement journey.
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14 May 2024anemptytextllineAsset management and wealth management are key terms in the financial services industry. While all investors benefit from professional advice, wealth management is geared towards individuals with larger and more complex portfolios, offering comprehensive financial planning beyond just investment management.
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13 May 2024anemptytextllineThe US economy expanded at its slowest recent pace in Q1 2024, strengthening economists’ expectations that the Federal Reserve (US Fed) would not cut interest rates before September 2024. The Eurozone rebounded from a technical recession in Q1 2024, boosted by lower energy prices, falling inflation, rising real wages and the prospect of interest rate cuts.