Tag: investment strategy

President Donald Trump’s so-called Liberation Day tariffs, announced in early April, have once again reminded investors of the fragility of market confidence. This is especially true in the face of policy missteps. The scale and pace of these measures have sparked sharp reactions. They have wiped out trillions in equity value within days and created confusion across global supply chains.

The private equity (PE) fundraising landscape, historically dynamic and competitive, has become increasingly challenging in recent years. As a number of funds compete for limited investor capital, a consistent question we get as fund formation lawyers is: "How have successful asset manager clients secured capital in this crowded market?"

In recent years, family offices have emerged as formidable players in the global financial landscape, managing substantial wealth on behalf of ultra-high-net-worth individuals. Although there is still a preference by some family offices to adopt a more hands-on approach by directly acquiring private companies and properties, many are mitigating risk by co-investing with seasoned private equity professionals in direct investments.

The formation of South Africa’s new Government of National Unity (GNU) bodes well for the consolidation of state reform and pro-growth initiatives, including better performing parastatals, such as Eskom and Transnet. Given that economic growth is essential to spur social development, I believe now is the time to act.

Investing in real estate has long been considered a reliable investment strategy, especially during challenging economic times because, unlike stocks and bonds, property is a tangible asset which offers unique advantages that can accelerate wealth accumulation over time.

Warren Buffet’s favourite holding period for a stock is “forever”, but even he acknowledges there are valid reasons for selling a stock. Deciding when to sell a stock is something both professional and retail investors grapple with. In fact, it’s accepted wisdom that it is psychologically easier to buy a stock than to sell one.

In today’s complex financial landscape, business owners need more than just insurance policies. Business owners need the comprehensive, unbiased advice that can only come from an Independent Financial Adviser (IFA) to create a holistic financial plan. It is important to understand the distinction between a ‘tied agent’ and an IFA.

Although decarbonising an investment portfolio is a multi-faceted, multi-stage exercise, it needn’t be complicated. Adding the dimension of sustainability – in this case, decarbonisation – to your portfolio construction process does not mean changing your approach entirely.

The rise in life expectancy poses a significant challenge for individuals planning for retirement, necessitating a shift in the approach to financial preparedness. As people live longer, the duration of retirement increases, and with it, the financial demands.

In a world that's becoming increasingly interconnected, investing beyond the borders of your home country is not just an option, it’s a valuable and prudent strategy for anyone seeking to enhance their wealth. Thanks to advancements in technology, international investments are now more accessible than ever, allowing individuals to build and manage global portfolios from anywhere in the world.