Resolving the economic crisis in SA demands discipline, courage, conviction – and tough choices. There is no easy way out, but immediate policy reforms could be implemented to lift economic growth quickly, create jobs and boost industry competitiveness. While Finance Minister Tito Mboweni’s emergency budget laid bare the country’s grim fiscal situation, it failed to square up...
Sars is set to be R215 billion short
CE Dr Adrian Saville, “The government deficit has to be plugged sooner or later… that will be personal income tax and valued added tax (VAT)” read more
The Asset Class with Adrian Saville
CE Dr Adrian Saville talks to Strictly Business about the current economic environment and the opportunities in the market at present. listen up
Collaborate for success
CE Dr Adrian Saville, “the country [is] nearing a stage where the economic reality [will] call the politicians out”. read more
Q32019 ReView
CE Dr Adrian Saville looks back over the past quarter and discusses whether or not now is the time to look onshore or offshore for future returns. https://youtu.be/OqgXEEij5zw
Market gloom opens opportunities
The tough local environment is a challenge for most companies, and many local investors are feeling the pain after a somewhat demoralising third quarter. Despite a bumper start to the year for local markets, South Africa’s stop-start economic growth, and mixed signals...
BA-DA-BOOM: the Machabeng Portfolio
We are proud to announce the release of our Machabeng portfolio. Machabeng, which means “international” in isiSotho, invests in good companies that “do good”. It offers a diversified portfolio of attractively priced companies listed on the New York Stock Exchange that...
Patience is needed in the great cost debate
“What is the value that you are getting for the fees that you are paying? This should be the foundation upon which you question fees” - CE Dr Adrian Saville read more
Know what you own
The proliferation of investment products and financial literature has been a boon for investors – and it has not. Never before have investors had more information about a wider array of investment options and about the state of the market. And yet, for all this, the...
Exchange-traded funds make a mark — and spark argument
Head of Private Clients, Ben Volkwyn, comments in Business Maverick. read more
ETFs and capital markets
Exchange Traded Funds, more popularly known as ETFs, have undergone exponential growth over the past 20 years without any signs of slowing, irrevocably changing the way in which investors interact with the market. According to Ernst & Young’s Global ETF Survey...
Are ETFs destroying capital markets?
Head of Private Clients Ben Volkwyn talks about how ETFs have irrevocably changed the way investors interact with the market. read more
Seeking sanity in an upside-down world
We find ourselves in an environment in which there is more to be worried about than usual, including an escalation of the China-US trade war, fallout from a “no-deal” Brexit, and erratic or aggressive Fed policy decisions. Then, for good measure, we can add a dose of...