Monthly Market Commentary – November 2025
11th December 2025How good is your forecast? Cast your mind back to this time last year. How many confident…
Monthly Market Commentary – October 2025
13th November 2025Understanding gold in portfolios Gold has been a focus of discussion recently as its price has risen sharply.…
COMPREHENSIVE FIDUCIARY SOLUTIONS THROUGH WILLS, ESTATES, AND TRUSTS
2 months ago WHY WILLS, TRUSTS, AND DECEASED ESTATE ADMINISTRATION MATTER IN SOUTH AFRICA When we think of legacy, it’s…
Structuring Your Business for Growth and Succession
28th October 2025 The Big Picture for SMMEs South African SMMEs today face a volatile mix of challenges, from rapid…
Monthly Market Commentary – September 2025
16th October 2025From factsheet to reality: Bridging the investment performance gap In investments, it is very seldom that the portfolio…
Streamlined Employee Benefits, Payroll, and Compliance in One Solution
8th October 2025 SIMPLIFY YOUR EMPLOYEE BENEFIT NEEDS SO YOU CAN FOCUS ON YOUR BUSINESS Running a successful business today…
Monthly Market Commentary – August 2025
12th September 2025In the Absence of Uncertainty, There Is No Reward In investing, uncertainty is often cast as the villain.…
Monthly Market Commentary – July 2025
14th August 2025Global Market Overview Global markets continued to build on their mid-year momentum in July, buoyed by easing inflationary…
Monthly Market Commentary – June 2025
17th July 2025Maybe There Is No Such Thing as Passive Investing Reframing a Debate That’s Gone On Too Long The…
Monthly Market Commentary – May 2025
13th June 2025Investor Behaviour: The Greatest Threat to Portfolio Performance Over the past decade, PortfolioMetrix has pioneered a paradigm shift…
Offshore Structuring for South Africans: A Guide to Protecting and Growing Your Wealth
28th May 2025 WHY AND HOW CAN YOU MOVE YOUR ASSETS OFFSHORE? In this increasingly volatile world, from global concerns…
Monthly Market Commentary – April 2025
14th May 2025What We Know for Sure: How Uncertainty Distorts Decision-Making Geopolitical risk is grabbing headlines again. In today’s investment…
Monthly Market Commentary – March 2025
17th April 2025Is the S&P 500 Equal Weighted Index the solution you think it is? The S&P 500 is widely…
Monthly Market Commentary – Feb 2025
14th March 2025Trump 2.1: Markets Grapple with the Dualities of Growth and Uncertainty President Trump’s re-election in late 2024, often…
Monthly Market Commentary – Jan 2025
21st February 2025DeepSeek; A Lesson in Thematic Investing January saw a major shake-up in the artificial intelligence (AI) investment landscape.…
Annual Financial statements
21st February 2025 What you need to know as a business owner about financial statements Financial statements are a crucial…
Monthly Market Commentary – December 2024
16th January 2025New Year, Not So New US President: Trump 2.0, Tariffs & Inflation We enter a new year with…
Monthly Market Commentary – November 2024
12th December 2024Investors behaving badly: a cheat sheet to narrowing the behaviour gap Emotions define us as humans, but it…
Safeguard Your Income: The Role of Retrenchment Insurance in South Africa
3rd December 2024 Why do you need retrenchment protection? In South Africa’s current economic climate, uncertainty looms large. Companies are…
Monthly Market Commentary – July 2024
15th August 2024In July, markets delivered mixed results across different asset classes. Global bonds performed well as yields fell, driven…
Navigating the administration of a deceased estate
12th August 2024 What should you know about managing a deceased estate? Losing a loved one is a traumatic time…