MoneyMarketing
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First for the Professional Personal Financial Advisor. MoneyMarketing is a monthly print publication that provides up-to-date news and views for financial advisers and brokers.
MoneyMarketing
2y ago
Reading Time: 7 minutes
By Bianca Botes, director at Citadel Global
Soaring fuel prices, the new global pandemic
It is no secret that energy costs have been on the rise globally. With the economic threat being intensified by the Russian-Ukraine war, this week the focus fell on how governments aim to intervene in the rising fuel costs, as the livelihoods of millions are being threatened.
US, South Africa, Brazil, France And many more seek interventions
As rising fuel prices threaten economic growth and puts pressure on consumers across the globe, many governments are brainstorming ideas ..read more
MoneyMarketing
2y ago
Reading Time: 2 minutes Reece Briesies, interim CEO of Satrix
Just a week after being named Morningstar’s Best Large Fund House, Satrix received nine awards at the annual South African Tracker Funds Awards (SALTA) on Wednesday. Satrix was the most awarded provider of 2022, with the Satrix Top 40 exchange-traded fund (ETF) receiving the People’s Choice Award for favourite South African ETF for the fifth consecutive year.
The SALTA awards cover four main categories: Total Return Performance, Trading Efficiency, Tracking Efficiency and Capital Raising
Reece Briesies, inte ..read more
MoneyMarketing
2y ago
Reading Time: 4 minutes
By Timothy Rangongo, Editor: MoneyMarketing
Lulu Rasebotsa, CEO of Bidvest Life
In 1995, FMI Insurance was born as one of the first insurers in South Africa to protect the income of the self-employed, non-professionals and business owners. In 2016, the business was acquired by the Bidvest Group and continued to trade under the Bidvest Life license, although the trading name remained FMI up until recently.
When Lulu Rasebotsa, the CEO of Bidvest Life, was brought into the business in 2021, she says conversations regarding the rebranding of FMI Insurance to Bidvest Life w ..read more
MoneyMarketing
2y ago
Reading Time: 2 minutes
By Ryan Hultzer, Actuary at Just SA
Ryan Hultzer, Actuary at Just SA
Most of us are familiar with the fairy tale of the curious little girl who, on entering an empty cottage belonging to three bears, struggles to find the right fit for her needs, from the temperature of her porridge (too hot, too cold, or just right) to the comfort of a chair and bed.
Although Goldilocks was presumably quite away from retirement age, the story does highlight that a one-size-fits-all solution in most circumstances is an exception. This is especially true when it comes to finding ..read more
MoneyMarketing
2y ago
Reading Time: 4 minutes
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The post Protected: Greenwashing – What is it and how can you avoid it? appeared first on MoneyMarketing ..read more
MoneyMarketing
2y ago
Reading Time: 3 minutes
By: Deon Theunis, Head of Intermediary Support at Sanlam Individual Life
Deon Theunis, Head of Intermediary Support at Sanlam Individual Life
Most intermediaries will agree that finding cover that completely addresses the needs of professionals is a tough ask. This market faces myriad unique challenges. There needs to be a greater understanding of what professionals really need – and a corresponding, cost-effective product selection to address this. This starts by ensuring your client has a valid Will in place – something most South Africans do not have – as t ..read more
MoneyMarketing
2y ago
Reading Time: 3 minutes
The Navigate Optimised Portfolios were launched in March 2016, and in 2022, celebrate six years of delivering on their stated objectives. Dean de Nysschen, senior research and investment analyst, reminds investors what the Navigate Portfolios have to offer.
Investment philosophy
Our objective in managing the solutions is to provide diversified portfolios which maximise long-term risk-adjusted returns. Furthermore, the portfolios have the objective of delivering excess returns relative to the average of each portfolio’s actively managed peer group. We achieve this ..read more
MoneyMarketing
2y ago
Reading Time: 2 minutes
On the back of the success of the Glacier AI Flexible Fund of Funds – which celebrated its third anniversary in September last year – we’re pleased to announce that we’ve expanded our range of AI funds to include the Glacier AI Balanced Fund.
The Fund is fully managed using AI (artificial intelligence) technology which eliminates human emotion, enabling the Fund to actively adapt to changing market conditions.
The Fund at a glance:
Inception date: 1 December 2021
Objective: To minimise drawdowns, while still maximising returns.
Absolute benchmark: CPI ..read more
MoneyMarketing
2y ago
Reading Time: 6 minutes
By Izak Odendaal, Strategist at Old Mutual Wealth Investment
Interest rates are on an upward march almost everywhere. 23 central banks have raised rates so far in March, notably including the US Federal Reserve and the South African Reserve Bank. Also noteworthy was the 150 basis points hike that took Brazilian short rates to 11.75%. They were only 2% a year ago.
Aiming for a soft landing
A Federal Reserve (Fed) rate increase in March had been on the cards for some time and did not come as a surprise. What is notable, however, is how the tone of ..read more
MoneyMarketing
2y ago
Reading Time: 8 minutes
By Bianca Botes, Director at Citadel Global
Bianca Botes, Director at Citadel Global
North Korea rocks the boat
With geopolitical tension at a high, and threats of nuclear action by Russia, the last thing the world needs now, is for yet another country to jump on the nuclear-threat bandwagon. North Korea, however, defied the West, yet again, by testing intercontinental ballistic missiles (ICBM) on Thursday.
North Korea engages in icbm testing for the first time since 2017
It seems like not too long ago, the US was at loggerheads with North Korea for testing missi ..read more