Inexperienced investors sometimes think of stock markets as glorified casinos, where you can win big over the short-term, and lose your shirt thereafter. But this is only the case if you follow a strategy of speculating with your money rather than investing to build long-term wealth. Stock markets are not a guaranteed route to overnight…
With average GDP growth of around 9% between 1989 and 2022—as well as the world’s largest population—China came into its own as one of the world’s most exciting investment destinations over the past decade. Its runaway growth as the country slowly liberalised its economy and integrated it with the rest of the world, made it…
In this recently produced video recording, Alec Hogg interviews RW Johnson on the ANC’s Elective Conference held this past December and the potential outcomes of the General Election scheduled for 2024. He also touches on Eskom, race-based legislation in SA and his outlook for the country in general. Mr Johnson is a highly regarded South-Africa…
The JSE has started 2023 on the front foot, hitting record highs on 13 January with mining stocks and Naspers/Prosus leading the gains. This follows a difficult 2022, in which the JSE ended negative in dollar terms, but nonetheless outperformed global markets. The local bourse held its own as inflationary pressures, rising interest rates and…
Global inflation and central bank responses will continue to be the dominant forces impacting financial markets. The International Monetary Fund (IMF) released their Analytic Chapters in their World Economic Outlook on 6 October, and we commissioned our associate economist, Alison Barker head of Analytics Consulting FX Solutions, to summarise her take-outs from the release. While…
Even though our clients often turn to highly-regarded specialists for help in estate planning, we regularly review wills that have overlooked some key issues. Many people also hold a range of misconceptions about estate planning. Here are 12 questions we frequently encounter when speaking to clients about their estate planning, which we think may have…
We published an article in April 2022 which highlighted why we thought that the rand was overvalued and why we believed it was at risk of a significant rerating. At the time, we noted that the rand could come under significant pressure if market volatility increased or if the commodities cycle tapered off. Since then,…
ESG stands for Environmental, Social, and Governance and, according to PWC, investors are increasingly applying these non-financial factors as part of their analysis process to identify material risks and growth opportunities. With Western countries having moved fast to isolate Russia in the wake of the war in Ukraine, energy security and the green economy have…
SA fundamentals are weak, but external factors will also play a role in determining the rand’s direction in the second half of 2022 The following article has been commissioned for Dynasty clients and authored by Alison Barker, economist and head of Analytics Consulting FX Solutions, this being our Investment Committee’s primary source for currency research.…
