Our “Hot Topic” articles provide timely insights on the latest news and trends, offering clear, objective perspectives on market movements, industry updates, investment trends, behavioral finance, and key developments. These articles are designed to keep you well-informed and equipped with the knowledge to navigate the ever-evolving financial landscape.

Hot Topic
South Africa finds itself grappling with multiple economic challenges. The country received a blow with the imposition of a 30% tariff on its exports to the US, a move that came as a shock. Despite the challenging market environment and economic uncertainties both globally and locally, we remain committed to our tried-and-tested investment process.
Hot Topic
Global markets underwent a seismic response to last Wednesday’s announcement of sweeping tariffs by US President Trump. The temptation to do something in response to major events is ever-present. In times like these, it’s wise to remember that not taking action and not making knee-jerk decisions, is a decision in itself.
Hot Topic
Partnering with a trusted investment manager doesn’t replace the adviser’s role - it enhances it. Just as a beekeeper relies on the hive’s efficiency to produce high-quality honey, a financial adviser can focus on client needs while leveraging the expertise of an investment partner to deliver optimal results.
Hot Topic
Given the current political impasse and the need for further negotiations, it remains uncertain whether the proposed VAT increase will be implemented. Should the 0.5% hike (suggested to take effect on 1 May) go ahead, we outline how this may impact consumers and investors.
Hot Topic
This article considers six essential lessons to help you navigate the complexities of retirement planning. From managing inflation to understanding the power of diversification, these practical lessons aim to give you the tools you need to make informed decisions and secure a stable financial future.
Hot Topic
By working together, advisers and investment partners create a powerful partnership that allows clients to receive both tailored financial guidance and expertly managed investments.
Hot Topic
With the tax year-end approaching, now is the perfect time for taxpayers to take stock of their finances. The end of February marks the close of another tax year, and with it, the opportunity to maximise annual tax relief, complete payments, and finalise essential tax-related activities.
Hot Topic
As we look ahead to 2025, several macroeconomic factors will shape global economic performance. Key considerations include the implications of rising tariffs, anticipated changes in interest rates, and projections for GDP growth.
Hot Topic
As the South African summer emerges, it ushers many reasons to loosen the purse strings. Shop fronts are covered in tinsel and spending season is in the air. Instead of closing our eyes and swiping away, it’s a good time to be cognisant of our spending habits and behaviours.
Hot Topic
Over the past decade, the Magnificent Seven have dominated market returns, much like the leading tech companies of the dot-com era. The dot-com bubble serves as a powerful example of the risks associated with market exuberance and concentration. While today’s Magnificent Seven are more established than many of the dot-com-era companies, valuation risks and market concentration concerns persist.
Hot Topic
As we close out 2024, it's the perfect time to reflect on the financial decisions we've made this year and consider the changes we can implement as we head into 2025. By setting clear financial resolutions, we can navigate the challenges and opportunities the new year presents, steering towards a more secure and prosperous financial future.
Hot Topic
We examine how retirement income choices, particularly living and life annuities, impact financial well-being and mental health. Our finances significantly impact our emotional health because money influences various aspects of our lives.

Mailing List