Library

23
Mar

Monthly Market Update – 02/2021

Monthly Market Update

February overview February started with trials that showed that the AstraZeneca vaccine could be less effective against the new coronavirus strain found in South Africa, causing a delay in the rollout of vaccines in the country. Around mid-month, after the Johnson & Johnson vaccine arrived, government was able to kick off its vaccination campaign. President […]

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23
Mar

Markte op Maandeinde – 02/2021

Monthly Market Update

Februarie oorsig Februarie het begin met proewe wat getoon het dat die AstraZeneca-entstof minder effektief kan wees teen die koronavirusvariant wat in Suid-Afrika gevind is, en die verspreiding van entstowwe is aanvanklik vertraag. Nadat die Johnson & Johnson-entstof teen die middel van die maand gearriveer het, kon die regering egter sy inentingsveldtog afskop. President Cyril […]

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26
Feb

Monthly Market Update – 01/2021

Monthly Market Update

January overview South Africa kicked off the new year with a full month of level 3 lockdown restrictions to manage a second surge of Covid-19 cases. By month end, South Africans were eagerly anticipating the arrival of the first batch of 1 million vaccines due to arrive in SA in early February. In its first […]

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26
Feb

Markte op Maandeinde – 01/2021

Monthly Market Update

Januarie oorsig Suid-Afrika het die nuwe jaar afgeskop met ’n volle maand van vlak 3-inperkings om die tweede golf van Covid-19-gevalle te probeer bestuur. Teen die einde van die maand het Suid-Afrikaners gretig gewag vir die eerste besending van 1 miljoen Covid-19-entstowwe wat in Februarie in die land sou aankom. In sy eerste vergadering van […]

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17
Feb

Quarterly Review – Q4 2020

Quarterly Investment Review

With appreciation to PortfolioMetrix Asset Class Returns 2020 was a year of unprecedented events that would shape a year like no other. Thinking back to the backdrop coming into this same period a year ago – there was much optimism, for the global economy and markets alike. The US-China phase one trade deal had been […]

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17
Feb

Wysheid vir besluite in die belastingseisoen

Articles

Ons is in die 2021 belastingseisoen en ons het wysheid nodig om reg te kies in dié tyd.  Een van die moeilike besluite wat belastingbetalers moet neem is hoeveel hulle onderskeidelik tot ’n uittree-annuïteit en ’n belastingvrye spaarbelegging moet bydra. Wat is ’n uittree-annuïteit? Dit is ’n finansiële instrument waardeur jy met voorbelaste geld vir […]

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17
Feb

Wisdom for decisions in tax season

Articles

The 2021 tax season is upon us, and we need wisdom to make the right choices during this time. One of the difficult decisions for taxpayers is how much to contribute to their retirement annuities and tax-free savings accounts respectively. What is a retirement annuity (RA)? It is a financial instrument through which you make […]

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04
Feb

Monthly Market Update – 11/2020

Monthly Market Update

November overview November saw huge uproar in the local investment industry. This was caused by a circular issued by the South African Reserve Bank that announced changes in exchange control regulations. After a week of much speculation and confusion among investors, treasury suspended the circular. At its last Monetary Policy Committee meeting for the year, […]

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04
Feb

Markte op Maandeinde – 11/2020

Monthly Market Update

November oorsig Daar was ‘n groot opskudding in die plaaslike beleggingsbedryf in November. Dit is veroorsaak deur ‘n omsendbrief wat deur die Suid-Afrikaanse Reserwebank uitgereik is, waarin veranderinge in valutabeheerregulasies aangekondig is. Na ‘n week van baie bespiegelinge en verwarring onder beleggers, het die tesourie die omsendbrief opgeskort. Die Reserwebank het op sy laaste vergadering […]

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04
Feb

Monthly Market Update – 12/2020

Monthly Market Update

December overview At the beginning of December Health Minister Dr Zweli Mkhize announced that South Africa was now officially experiencing a second wave of Covid-19 infections. South Africa ended the year with more than 1 million coronavirus infections and 30 000 deaths. However, despite the imposition of tighter lockdown conditions, local investors seemed to remain […]

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