Archives of Wealth Management

Monthly Market Commentary – April 2021

Monthly Market Commentary – April 2021 South African Property comfortably outperformed all other asset classes for the month with global property the second-best performer. Property was buoyed by global yields falling back slightly and positive economic data providing a strong tailwind to a pro-cyclical asset class. The rand strengthened over the month which tempered returns […]

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, […]

Monthly Market Commentary – October 2020

  News headlines covered a delayed US election result which has tilted in favour of risk asset prices in the short term. The most likely outcome is that the Democrats retain control of the House with Republicans retaining the Senate. This is likely to mean that Biden’s proposed tax hikes won’t pass the Senate, but […]

Managing a living annuity in these uncertain, unprecedented times

Managing a living annuity in these uncertain, unprecedented times Managing a living annuity can be complicated at the best of times. Throw in a devastating global pandemic causing a global market crash, and things become even more tricky. Fortunately, Cornerstone Investment Advisory Services has the best investment minds in the industry to help you and […]

Monthly Market Commentary – September 2020

  Returns across all rand denominated asset classes, bar SA Cash & Stable Income, were negative in September. Global risk assets (Equity & Property) fared the worst losing -4.7% and -4.4% respectively. The rand strengthened against the US dollar from R16.94 to R16.73 by the end of the month, but this hides the true picture […]
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