July 2025
Monthly Market Overview – July 2025 Global equity enjoyed strong returns over the month, as all major developed market indices grew. Returns took a slight haircut in the closing days of the month, as the …
SARS is targeting retirement funds with new laws
The South African Revenue Service (SARS) and the National Treasury have released draft legislation for public comment that proposes changes to local tax laws, with a particular focus on foreign retirement funds. Specifically, the proposal …
2025 Mid-Year Market Review VLOG
Please note that any information in our posts, documents, infographics, emails etc is general information and should not be considered as providing financial advice. We therefore disclaim all liability and responsibility arising from any reliance …
Understanding your cover
Please note that any information in our posts, documents, infographics, emails etc is general information and should not be considered as providing financial advice. We therefore disclaim all liability and responsibility arising from any reliance …
Monthly Market Thoughts – July 2025
Global equity enjoyed strong returns over the month, as all major developed market indices grew. Returns took a slight haircut in the closing days of the month, as the realities of the US tariffs came …
Why a macro-overlay is important for all investment styles
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 …
Monthly Market Thoughts – June 2025
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 …
Monthly Market Thoughts – May 2025
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 …
The importance of consistently monitoring essential health tests
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 …
Marriage regimes and its impact on Financial Plans
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 …