Financial Planning

How Elections Impact Financial Markets

2024 will be remembered as democracy’s biggest year ever, with more than 40 percent of the world’s population and economy going to the polls.  This could lead to uncertainty in global financial markets. Interestingly however, there is little correlation between elections and market performance.  In fact, the evidence supports the theory that markets perform better …

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2024-Verkiesing : Invloed op Beleggingsportefeuljes (Opvolg)

Agtergrond Die komende Nasionale en Provinsiale verkiesing in Suid-Afrika (SA) gaan plaasvind teen die agtergrond dat die ANC moontlik sy monopolie op politieke mag gaan verloor. Wat gaan die moontlike invloed van 30 jaar se politieke mag monopolie verandering op beleggingsportefeuljes wees? In  ‘n opvolg van verlede maand se nuusbrief waarin die invloed van ‘n …

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Welvaart Verwagtinge vir 2024

Die toekoms is onbekend en daarom bestee internasionale beleggingshuise groot bedrae geld om te voorspel wat in die toekoms op beleggingsmarkte gaan gebeur – sonder veel sukses. Om persoonlike welvaart in ‘n onseker wêreld te skep verg ‘n plan asook persoonlike dissipline. Die volgende persoonlike plan word voorgestel: Elke leser leef in unieke persoonlike finansiële …

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Do you hold cash in an offshore bank account and is it the right thing to do?

I have read an interesting article written by Marc Lindley from Ninety One which I have summarized. Due to high inflation globally, we have seen aggressive hikes in interest rates worldwide the last 12 months.  Add to it the volatility experienced across a broad range of offshore assets classes in 2022, many investors have opted …

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Skep ‘n Nalatingskap

Gedurende die lewe van ‘n welvaartskepper word verskillende bates en besighede geskep. Hierdie aktiwiteite behels die aankoop van vaste bates soos huise asook die vestigting van beleggings-portefeuljes. Die meeste van hierdie bates is gewoonlik in Suid Afrika maar met die verinternasionalisering van die arbeidsmark werk toenemend meer Suid Afrikaners in die buiteland waar hulle ook …

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