Investment Matters

Investment Note: People, pensions and policy choices

Last week’s 90th anniversary of US President Franklin Roosevelt signing the Social Security Act into law went by largely unnoticed. However, it was a landmark reform, providing a minimum level of state support for people in old age for the first...

South Africans take bold action toward financial freedom, latest OMSIM report shows

Despite the persistent pressures of a challenging economic climate, employed South Africans are showing resilience and a renewed sense of optimism. Many are not only hopeful about the future but are also taking deliberate steps to improve their...

Old Mutual Multi-Managers now going to market as Symmetry

Economic policymaking is now as unpredictable as the markets themselves. The delayed US trade tariff regime, which is prompting policy shifts worldwide, is just one of many global events shaking investor confidence. Ongoing conflicts in the Middle...

Is the retail investing model due for an overhaul?

By David Lloyd, Founder of King Alexander Investments The mainstream retail investment industry has always offered the same operating model: advisors, investment product wrappers, funds, and platforms. Of course, there is nothing wrong with this...

Investing for the first time? Avoid these Investment mistakes

Making your first investment can be exciting, but also intimidating. With so much information (and misinformation) out there, it is easy to make mistakes that could cost you down the line. The good news is that, with the right knowledge and support...

The often-overlooked CFO of the home: Why mothers matter in financial planning

In conversations about financial planning, we often focus on breadwinners, advisors, and balance sheets. But one of the most powerful and underappreciated financial roles in society is that of the mother as the CFO of the household. From budgeting...

Franc launches tax-free savings account, urges parents to plan for the long-term

Franc, the award-winning investment app known for making investing simple and accessible, has officially launched its new Tax-Free Savings Account, live on its platform since the beginning of March. The offering is designed to help South Africans...

Investing without the emotional rollercoaster

Rico Ernst, Chief Executive Officer, Aurora Capital SA Investing should not feel like an emotional rollercoaster. But for most investors, it does. Markets rise, and excitement builds. Markets fall, and panic sets in. This cycle of greed and fear...

Investment Note: Nobody knows anything

Izak Odendaal, Old Mutual Wealth Investment Strategist We tend to see movies as pure entertainment, but of course it is a big business too. Film studios across the world pour millions into new projects, hoping to produce a blockbuster or at least...
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