Since the dawn of asset management portfolio managers have been grouped and forced to identify themselves into two sub classes namely, top down/ macro strategy or bottom up/fundamental strategy. This unrealistic dichotomy has become entrenched …
Globally, markets performed well over the month. Despite the increased geopolitical tensions in the Middle East, rising policy risk and continued supply disruptions from tariffs, markets boasted strong growth. The price of oil rose, as …
Global equity markets experienced a strong rebound in May following the sharp sell-off that occurred earlier in the previous month. This recovery was partly fuelled by the announcement of a 90-day pause in tariffs between …
Maintaining good health goes beyond simply feeling well—it’s about ensuring your body operates at its peak. Routine health screenings play a crucial role in identifying potential concerns early, enabling prompt action. Key tests to track …
At a glance In this edition, we focus on marriage, marital property regimes and its impact on financial planning. We often find that clients are not aware of the practical impact their marriage regimes have …
Climate Change and the Shifting Landscape of Insurance The insurance industry thrives on predictability, but what happens when unpredictability becomes the new normal? Climate change is no longer a distant concern—it’s a disruptive force shaping …
Global equity markets experienced a sharp sell-off in the first week of April but managed to recover most of the losses by month-end. The initial weakness was largely driven by concerns over US trade policy …
A distribution from a South African Trust to an Offshore Trust is subject to specific conditions: Trustees must seek tax advice before implementing a trust-to-trust distribution. Given the high volume of inquiries on this matter, …
ADVISER INSIGHT | 23 APR, 2025 Situs tax: A hidden risk for offshore investors In the US it usually takes two years to sort out a client’s situs tax, whereas a South African estate could be …
Developed market equities continued to prove volatile throughout March, as the broad MSCI World index declined 4.4% in US Dollar terms. Market participants are becoming increasingly worried as policy uncertainty and the effects of tariffs …
