Assets & Investments

The vidcast dives into sovereign wealth funds and how they work. We unpack the requirements for a good fund, the risks to implementation and the overall benefits to the economy. We also posture various ways of potentially implementing such a fund in South Africa.

Environmental, Social, and Governance (ESG) initiatives have grown exponentially in recent years, driven by a heightened awareness of sustainability and ethical considerations among stakeholders and investors. However, integrating ESG into financial analysis presents unique challenges, particularly when attempting to measure their impact and outcomes using traditional financial metrics.

When discussing the value of the financial profession, financial advisers are often compared to medical doctors and are sometimes even called ‘financial doctors’. The reason behind this is that financial advisers look after the financial challenges of clients in much the same way that doctors look after the health issues of patients. This is not a perfect analogy, but there are certainly some comparisons to be drawn.

In this vidcast, we take a look at the latest warning from the South African Revenue Service (SARS) related to taxation on crypto assets and crypto-related earnings. The aim is to get a better understanding of the driving factors, investment cases, and opportunities that may present themselves.

Succession and continuity planning is an essential endeavour for high-net-worth entrepreneurial families looking to safeguard their family businesses and the financial security of the next generation. Expert insights are provided on how to navigate this complex process effectively to ensure that families who run businesses can continue to thrive even if their circumstances change.

The vidcast looks at the increase in the number of unauthorised lenders and unpack the concerns around licensing in the lending space. We also provide information useful to consumers looking to validate lender licensing.

The vidcast dives into the key considerations investors should think about when looking to identify quality businesses. We highlight some important metrics that can be used to measure the strength of a company's performance, as well as some leadership considerations to take into account.

We are pleased to announce that the Financial Sector Conduct Authority (FSCA) has approved our amendments to the listings requirements dealing with market segmentation which come into effective on 23 September 2024.

In this vidcast, we dig into the Forum for China-Africa Cooperation Summit (FOCAC) that took place in Beijing and what it means for the African continent. We also unpack some of the conditions that typically come with foreign direct investment (FDI) commitments and how Africa can negotiate these better.

The introduction of the two-pot system, together with possible interest rate cuts, decent momentum in wages and lower inflation, could boost consumer confidence and drive an increase in spending in the months ahead. This is expected to be positive for domestic retailers, particularly discretionary names (clothing and furniture mainly).