1 October 2008 The global financial crisis – Part 1: Implications for the real economy and financial markets Every week a new chapter is written in the unfolding drama that is the global financial crisis which has been gripping the world since August 2007. The possible future course of the crisis, the effect it could […]
Economic commentary – Jac Laubscher, Group Economist: Sanlam Limited Read More »
6 Oktober 2008 Die internasionale finansiële krisis Deel 2: Herontwerping van die finansiële stelsel Die finansiële krisis wat die wêreld sedert Augustus 2007 teister, het nog nie ten einde geloop nie maar het reeds onherroeplik die finansiële landskap verander, veral in die Anglo-Saksiese lande. Die beleggingsbanke wat vir meer as sewentig jaar deel van die
Ekonomiese kommentaar – Jac Laubscher, Groepekonoom: Sanlam Beperk Read More »
01 Oktober 2008 Die internasionale finansiële krisis – Deel 1: die impak daarvan op die reële ekonomie en finansiële markte Dit wil voorkom asof ‘n nuwe hoofstuk weekliks geskryf word in die ontvouende drama, naamlik die internasionale finansiële krisis, waarin die wêreld reeds sedert 2007 vasgevang is. Beoordelings van die krisis, die moontlike toekomstige verloop
Ekonomiese kommentaar – Jac Laubscher, Groepekonoom: Sanlam Beperk Read More »
Many clients are extremely anxious about their investments in light of the ongoing global crisis. The Association of Collective Investments have put forward this article compiled by Shannon Edwards of Allan Gray – one of the most highly regarded Asset Managers both in South Africa and Internationally. In my capacity as an Independent Financial Advisor
The Best of Times, The Worst of Times Read More »
The Administration of Deceased Estates Act allows an executor to charge fees up to an amount of 3,99% (including VAT) on the gross asset value of the estate. Clients typically do not negotiate executors’ fees upfront, but rather leave surviving family members to deal with this issue after death – if at all. Most executors
Estate Planning Essentials – Executor’s Fees Read More »
A lot has been said about South Africa’s current political crisis and the economic effects thereof. Even more has been written about the current financial crises globally and the global slowdown in growth. I will not bore you with yet another rehash of the same hypothesis and analysis. What I will say is that no
Funds on Friday – a Time to buy Read More »
30 September 2008, by CANDICE PAINE If you have been invested in the equity markets this year, you have been called upon not only to have patience, but also to be forgiving. If you are a fund manager, you have had to have had steel nerves. Let us recap what has happened year-to-date. For the
Market Update – What Now? Read More »
In the story Peter Pan by JM Barrie, the main protagonist was a boy who refused to grow up. Magically Peter Pan was able to fly, with the help of some pixie dust and happy thoughts. Without the happy thoughts however, flight could not be sustained. There is no question that the happy thoughts
Underneath the turbulence opportunity is certain for the astute investor Read More »
With bad news flooding the markets every day it’s definitely not been easy for investors to have weathered the storm. There is indeed a lot of risk during times like this, but one should never forget that significant investment opportunities are starting to emerge in the markets and portfolio managers will definitely seize these opportunities
It has been a turbulent week in the markets. Below we feature some commentary on the situation. It is very difficult to remain calm and unaffected in our investment decisions in such times and we hope some of the comments below give you some pause for thought and the information we need in difficult times.
Money Marketing – Investment thoughts – Stormy Weather Read More »
Glacier Research’s Weekly Comment provides interesting information in a simple- to- understand table on the first page – look under “Indices” and compare the range from top to bottom – All Share to Cash. Then focus on the table next to it and compare the “Ranking”. Read on
The R3.5m abatement amount is a useful technique when structuring a client’s will but should not be used blindly, without due consideration. Estate planning involves building a strategy and putting the underlying structures in place to assist with the accumulation, preservation and distribution of a client’s assets. Once the relevant structures have been established, implementation
Estate Planning – Things you need to know when using the R3.5m abatement Read More »
The JSE All share gained a firm 2.19% (28 028) yesterday, as all the main indices closed in the green. The local bourse ignored the stellar Producer Price Inflation figure for July (18.9% y:y) and interest rate sensitive indices advanced. Financials ended 3.05% stronger with Banks increasing 3.8%. Read on
Efficient Research – JSE All Green Read More »
In today’s newsletter we have a view from Max King of Investec on global equities and we share some thoughts on the local market from Sanlam Senior Equity Analyst Andrew Kingston The NICE decade for equities Max King, global strategist, Investec Asset Management, examines the long-term outlook for global equities Mervyn King, the Governor of
The NICE decade for equities Read More »
The resources sector on the JSE should be supported by the slight pick-up in commodity prices while investors will keep an eye on the CPI data scheduled for 11:30. Read on
Efficient Research – Inflation Focus Read More »
