Monthly financial markets outlook | February 2024

US equities eked out positive returns despite facing selling pressure in the last week of the month following uninspiring tech earnings and a Fed pushback. Investors continued to shun emerging markets and European equities amid a divergence in economic prospects between the US and the rest of the world. The ALSI bore the brunt of […]

Reduce your tax liability by investing in your retirement!

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The 2024 tax year-end on the 29th of February is nearing, and now would be ideal time to review your retirement funds and take full advantage of the tax incentives provided by government. By topping up your retirement fund, you can reduce your tax liability and improve your nest egg at retirement. There are multiple […]

βeta Solutions Quarterly Style Analysis – Q4 2023

Last year proved that weighting really does matter. Finance literature typically shows that market capitalisation weighting is inferior over long holding periods when compared to equal or factor weighting. 2023 was an exception to the rule. Focusing on actual style performance, the rally experienced in the last two months of the year gave a very […]

Take a tax break

Max your returns with zero tax! Open or top-up your tax-free savings account (TFSA) before the start of the new tax year, 29 February 2024. Doing so before the new tax year means you can benefit from tax concessions for the 2023 tax year and still qualify for tax relief on retirement annuities and tax-free […]

Monthly financial markets outlook | January 2024

2023 was a financial rollercoaster that kept investors on the edge of their seats. Think of it as a Hollywood blockbuster with nail-biting suspense, unexpected twists, but, thankfully, a feel-good finale which investors will talk about for a long time. After a bruising 2022, markets bounced back like a resilient hero in 2023 determined to […]

Global Diversification – Annual Offshore Allowances Reminder

Successful investors often emphasize the significance of diversifying portfolios across various asset classes, sectors, instruments, geographies, and currencies. Diversification offers a shield for your portfolio during uncertain periods, allowing risk mitigation while capitalising on global opportunities. Establishing a well-balanced, long-term strategy is crucial for wealth creation. Investing offshore provides South Africans exposure to burgeoning industries […]

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