Tag: investment portfolio

Staying calm amid market volatility is not easy, given the constant stream and access to news headlines and market updates. When investing, it’s important to keep in mind that stock markets will experience periods of sustained growth and decline, respectively.

When it comes to creating the financial future you want, investing in the stock market is a proven method that has been tried and tested by millions of investors over many years. Of course, for anyone starting out on their investment journey, the myriad options available, both locally and internationally, can be more than a little intimidating.

There comes a time in every successful entrepreneur’s life when he or she has to consider how best to transition to the preservation of the wealth they’ve built, not only for their own enjoyment, but also for the sake of the legacy they want to leave behind.

If globalisation was powerful for disinflation, de-globalisation is the reverse. We have reached peak globalisation. The world has reached the limits of economic and political integration. The result is the partial reversal of one of the most important deflationary forces at play in global economies.

Economic forecasters agree that the world is currently in a stagflation cycle with the possibility of a recession on the cards and commercial property owners who don’t take appropriate action and adjust their thinking stand to lose considerable value on their investments.

Twenty months ago, the South African Reserve Bank (SARB) published commentary unintentionally implying that institutional investors – the custodians of retirement funds – were suddenly allowed to place all their assets offshore, from a prior limit of 30%.

In a recent conference, National Treasury Acting DG Ismail Momoniat explained National Treasury’s views on the two-pot retirement system, governance of umbrella funds and changes to Regulation 28. Ismail Momoniat, Acting Director-General at National Treasury (NT), addressed the recent Pension Lawyers Association Virtual Conference in May 2022 with an update on retirement reform developments.

The number one priority for a fund manager is identifying appropriate investments and combinations of these that offer the best risk-return profile for the fund managed. This challenge has and continues to face all portfolio managers, even when investing in income-generating assets, which are generally viewed as low-risk investments.

With the right investments by state finance institutions supported by private investors, SA could achieve more meaningful and scalable impact. In a recent interview I was asked what my view is on economic transformation within the context of empowerment financing or investment in Broad-Based Black Economic Empowerment (B-BBEE) transactions and companies.

Prosus N.V. (AEX: PRX) announced strong revenue growth with profitability in core operations for the year ending 31 March 2022. Building on the prior year’s standout performance, the Group’s ecommerce portfolio delivered revenue growth of 51%1 to US$9.8 billion.