Monthly Market Commentary – July 2025
Global Market Overview Global markets continued to build on their mid-year momentum in July, buoyed by easing inflationary concerns, resilient…
Monthly Market Commentary – June 2025
Maybe There Is No Such Thing as Passive Investing Reframing a Debate That’s Gone On Too Long The active versus…
Monthly Market Commentary – May 2025
Investor Behaviour: The Greatest Threat to Portfolio Performance Over the past decade, PortfolioMetrix has pioneered a paradigm shift away from…
Offshore Structuring for South Africans: A Guide to Protecting and Growing Your Wealth
WHY AND HOW CAN YOU MOVE YOUR ASSETS OFFSHORE? In this increasingly volatile world, from global concerns around the stock…
Monthly Market Commentary – April 2025
What We Know for Sure: How Uncertainty Distorts Decision-Making Geopolitical risk is grabbing headlines again. In today’s investment climate, it’s…
Monthly Market Commentary – March 2025
Is the S&P 500 Equal Weighted Index the solution you think it is? The S&P 500 is widely regarded as…
Monthly Market Commentary – Feb 2025
Trump 2.1: Markets Grapple with the Dualities of Growth and Uncertainty President Trump’s re-election in late 2024, often dubbed “Trump…
Monthly Market Commentary – Jan 2025
DeepSeek; A Lesson in Thematic Investing January saw a major shake-up in the artificial intelligence (AI) investment landscape. A relatively…
Annual Financial statements
What you need to know as a business owner about financial statements Financial statements are a crucial tool for any…
Monthly Market Commentary – December 2024
New Year, Not So New US President: Trump 2.0, Tariffs & Inflation We enter a new year with Donald Trump…
Monthly Market Commentary – November 2024
Investors behaving badly: a cheat sheet to narrowing the behaviour gap Emotions define us as humans, but it also costs…
Safeguard Your Income: The Role of Retrenchment Insurance in South Africa
Why do you need retrenchment protection? In South Africa’s current economic climate, uncertainty looms large. Companies are battling to stay…
Monthly Market Commentary – July 2024
In July, markets delivered mixed results across different asset classes. Global bonds performed well as yields fell, driven by softer-than-expected…
Navigating the administration of a deceased estate
What should you know about managing a deceased estate? Losing a loved one is a traumatic time in anyone’s life.…
Monthly Market Commentary – June 2024
June saw mixed results across markets, with varying returns in both bond markets and equity regions. Generally, bond yields fell…
Monthly Market Commentary – May 2024
Inflation in the US continues on its downward trend, just at a slower pace than originally anticipated by the markets.…
Three core principles for financial wellness
Three core principles for financial wellness When it comes to financial wellness, what does this actually mean? We usually use the…
The Impact of the National Health Insurance Act on South Africans
The Impact of the National Health Insurance Act on South Africans How will the new NHI Bill affect your medical…
Monthly Market Commentary – April 2024
Stickier-than-expected inflation and geopolitical tension were the overarching themes for April. The US, UK, and Euro area all saw more…
Monthly Market Commentary – March 2024
March saw the end of the last standing negative interest rate, with Japan’s central bank raising its policy rate into…
All you need to know about Beneficial Ownership (BO)
All you need to know about Beneficial Ownership (BO) In an ongoing effort to manage risks concerning money laundering, proliferation…