Archives of Wealth Management

Monthly Market Commentary – September 2021

Monthly Market Commentary – September 2021 September saw the spillover of global risks into South African asset classes with local bonds selling off and the rand weakening over the month. SA bonds showed their riskiness underperforming local equities as foreign investors shunned the fixed income market. Despite a weakening rand, the global property was the […]

Monthly Market Commentary – July 2021

Monthly Market Commentary – July 2021 South African (SA) equity was the best performing local asset class with the Resources sector masking the fall in Naspers and Prosus due to Chinese regulatory risks. However, global asset classes trumped local asset classes as the rand came under pressure and developed markets continued to grind higher. Global […]

Risk mitigation in the current economic environment

Risk mitigation in the current economic environment – Tomas Blendulf CAIASM – Head of Cape Town Operations The tragic and disturbing events unfolding in our country over the last few days, as well as the pandemic impact on the world over the last 18 months or so, certainly remind one of an (alleged) ancient Chinese […]

Monthly Market Commentary – June 2021

Monthly Market Commentary – June 2021 Emerging markets, in general, had a difficult month which included South Africa given its high EM beta characteristics. After being one of the best performing emerging currencies this year, the rand weakened strongly boosting offshore asset class returns in ZAR terms. Local equities blew off some steam after several […]

What is the difference between wealth management, legacy planning, estate planning and financial planning?

What is the difference between wealth management, legacy planning, estate planning and financial planning? – Paul Damant, CFP (Director, Cornerstone Investment Advisory Services and Managing Director, Cornerstone Financial Services Group of Companies) With much of the COVID-19 dust settling, many people are becoming more aware of their financial wellness and once again prioritising their financial future. […]

Monthly Market Commentary – March 2021

Monthly Market Commentary – March 2021 South African Equity has continued its good run of form, posting a decent 3.5% return over the month of March. Interestingly the local equity market was largely driven by the more domestically focused and smaller market cap constituents. Following in this theme SA Listed Property provided another good month […]

Monthly Market Commentary – February 2021

Monthly Market Commentary – February 2021 South African Property had a spectacular month returning 8.6% followed by SA equity which posted a very respectable return of 5.3%. The JSE was primarily driven by sharp gains in resource counters, these were supported by impressive financial results and the tailwinds of global commodity prices. The rand was […]

Monthly Market Commentary – January 2021

Monthly Market Commentary – January 2021 South African Equities led the way in January while South African property gave back over 3% after two months of strong performance in the asset class. Although the rand weakened over the month, it was not enough for global asset classes to outperform the JSE. The local bourse was […]

Monthly Market Commentary – December 2020

The rand continued to strengthen in December as South Africa (SA) benefitted from the risk-on environment and emerging market (EM) appetite by global investors. SA property was once again the strongest performing asset class with a 13.7% return for the month (+17.5% in November). The strengthening local currency depressed rand returns for global asset classes, […]
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