Market update Will 2021 simply be 2020 v2.0?

Will 2021 simply be 2020 v2.0?

As we enter 2021, it is worth reflecting on our expectations at the beginning of 2020 when facemasks, social distancing, and national lockdowns were not yet a part of our day-to-day lives. At the time we were expecting moderate growth and a possible market correction but were also reasonably confident that a global recession was…

Opinion Structured products are not a free lunch for investors

Structured products are not a free lunch for investors

Over the years, clients have sought advice about structured products, especially at times when the markets are in turmoil or when they are concerned about downside risk in equities markets. Such products, also known as structured notes, are vehicles that offer a guaranteed return on investment, within certain parameters. These products are generally packaged by…

Dynasty AnalysisSeries: Tax Efficient Investing Tax-efficient investing – Managing the pitfalls of offshore share portfolios

Tax-efficient investing – Managing the pitfalls of offshore share portfolios

One of the most misunderstood areas of taxation among higher net worth South African investors is the implications of holding a high-value portfolio of shares in an offshore jurisdiction. Many wealthy investors have sizeable global share portfolios with banks in Switzerland, the Channel Islands, and other parts of the world. They have established these relationships…