brenthurst team on BIZNEWS

Asset class selection drives investment success

Asset class selection drives investment success

*This content is brought to you by Brenthurst Wealth   By Arin Ruttenberg*  “Never test the depth of the river with both feet.’’ – Warren Buffett Many investors are searching for the one thing that will deliver investment success. The best place to start and arguably...

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Global equities still the preferred asset class

Global equities still the preferred asset class

*This content is brought to you by Brenthurst Wealth  By Brian Butchart*  If daily news headlines are to be believed, the world is entering another commodities supercycle that promises to power certain sectors out of a COVID gloom. This narrative is always especially...

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A stronger rand presents opportunities for offshore investors

A stronger rand presents opportunities for offshore investors

*This content is brought to you by Brenthurst Wealth   By Aidan Freswick*  A rather pleasant surprise to see the rand touch on its best levels since pre-lockdown circumstances and even further back as 6 years ago. Offshore investors are considering moving more money...

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Beware of the grey areas with your retirement

Beware of the grey areas with your retirement

*This content is brought to you by Brenthurst Wealth By Rocco van Zyl*  Anyone who has some life experience will tell you that life is not black and white, but rather different shades of grey. This concept is just as true when it comes to investing, with all the...

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Investing is an Olympian effort

Investing is an Olympian effort

*This content is brought to you by Brenthurst Wealth By Josh Mac Rae* Up until recently, we would eagerly sit down every four years to marvel at the athletic prowess of Olympic athletes at the top of their game. Enthralled by the power, grace and speed on display,...

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Options beneficiaries have at death on retirement products

Options beneficiaries have at death on retirement products

*This content is brought to you by Brenthurst Wealth   By Sonia du Plessis*  When looking at retirement products, one needs to differentiate between “pre-retirement” and “post retirement” products, as their treatment and options are different in the event of the...

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Planning for your retirement is just that: creating the plan

Planning for your retirement is just that: creating the plan

*This content is brought to you by Brenthurst Wealth By Leslie Greyling* These scenarios below are likely familiar to many. It is too late to start saving for retirement, so there is no point in starting to save at all. You changed jobs and cashed in your retirement...

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Where to invest savings for optimal growth and tax efficiency

Where to invest savings for optimal growth and tax efficiency

*This content is brought to you by Brenthurst Wealth   By Danine van Zyl*  Where to invest for retirement remains the top priority for most investors when they seek professional financial planning advice. The majority select a retirement annuity as the most logical...

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Be smart with tax

Be smart with tax

*This content is brought to you by Brenthurst Wealth   By Arin Ruttenberg*  Arin Ruttenberg South Africa has been faced with many economic and political headwinds, especially in the past year in the wake of the impact of the global COVID-19 pandemic. Higher and more...

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Divorce and retirement funds

Divorce and retirement funds

*This content is brought to you by Brenthurst Wealth By Suzean Haumann* Getting married requires careful consideration around joint finances and is best navigated with the guidance of a financial planning professional. Conversely, getting divorced also has an impact...

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Whatever happens on the markets, do not panic

Whatever happens on the markets, do not panic

Exiting and re-entering financial markets amidst volatility does little more than lock in losses, while those who hold steady reap the rewards. *This content is brought to you by Brenthurst Wealth By Mags Heystek*  We’ve all read the studies on the impact emotion has...

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Beware of Yesteryear’s winners

Beware of Yesteryear’s winners

*This content is brought to you by Brenthurst Wealth By Brian Butchart*  FOMO has always been there Investors like to compare their portfolios with others and not just those of friends and family. No, investors like to compare their portfolio performance to those who...

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Why US inflation spooks investors

Why US inflation spooks investors

*This content is brought to you by Brenthurst Wealth By Stefan Janse van Vuuren* For the past year, the impact of the Covid-19 pandemic dominated investment conversations, drove markets down and up again and was considered the biggest issue to consider when making...

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The ABCs of retirement planning

The ABCs of retirement planning

*This content is brought to you by Brenthurst Wealth   By Iniel van Zyl*  The Covid-19 pandemic has left almost everyone strapped for cash. Apart from cutting back on luxuries and keeping budgets tight, there should always be a portion set aside for a rainy day or...

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Investing 101

Investing 101

*This content is brought to you by Brenthurst Wealth By Mags Heystek*  We have all been in those situations where we need advice, be it from a doctor, attorney, mechanic, or an electrician. Many times, we require solutions to problems that we are not capable of...

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Hidden inflation risks for your investments

Hidden inflation risks for your investments

*This content is brought to you by Brenthurst Wealth By Gustav Reinach*  Understanding inflation is an important factor when it comes to financial success. If you do not factor inflation in when deciding where to put your money – whether that’s savings accounts or...

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The upside of an unexpected global pandemic

The upside of an unexpected global pandemic

*This content is brought to you by Brenthurst Wealth By Mags Heystek*  It is now one year since the first Covid-19 patient was identified in South Africa. Since that date, the pandemic has spread to all corners of the country and the government, like many others...

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Money must be a family affair

Money must be a family affair

*This content is brought to you by Brenthurst Wealth   By Suzean Haumann* Suzean Haumann Numbers of women who are economically active, either in formal employment or in entrepreneurial or trade ventures, have grown steadily in the past decade. The traditional family...

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Investment Opportunities Without Borders

Investment Opportunities Without Borders

Magnus Heystek has been called a few uncomplimentary names in his time. As it turns out, investors don’t like to be told that they’re headed in the wrong direction. Heystek has taken flack for suggesting that South Africans would do well to move their money away from...

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ESG investing trend accelerates

ESG investing trend accelerates

*This content is brought to you by Brenthurst Wealth   By Sonia du Plessis, CFP®*  Environmental, social and governance (ESG) investing represents one of the hottest investment themes this year, with many predicting that the likes of ESG, impact investing, and...

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Why has the rand made a come-back?

Why has the rand made a come-back?

*This content is brought to you by Brenthurst Wealth By Renee Eagar, CFP®*  The local currency’s strong come-back towards the end of 2020 took many by surprise in view of the continued and more severe impact of the global Covid-19 pandemic and worsening local economy....

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Emerging markets hold promise for investors in 2021

Emerging markets hold promise for investors in 2021

*This content is brought to you by Brenthurst Wealth By Rocco van Zyl*  At the start of 2020 developed markets had delivered the best investment returns for a decade, with US stocks leading the charge, with both the S&P 500 and NASDAQ soaring to record highs....

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Semigration boosts coastal areas

Semigration boosts coastal areas

*This content is brought to you by Brenthurst Wealth By André Basson*  Two noticeable demographic trends developed in the past decade or so amongst higher income groups in South Africa. The first was growth in the number of people and families who left the country and...

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What successful Covid-19 vaccines mean for investments

What successful Covid-19 vaccines mean for investments

*This content is brought to you by Brenthurst Wealth By Aidan Freswick* Covid-19 hit the world economy like a hurricane this year and left no place untouched. In the “pre-Covid-19 Vaccine World” it has resulted in a market crash, and here are some of the effects of...

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Personality and how it impacts investment returns

Personality and how it impacts investment returns

*This content is brought to you by Brenthurst Wealth By Desmond Benecke* The investor’s chief problem – and even his worst enemy – is likely to be himself – Benjamin Graham. Economists traditionally believed that investors behave rationally when making investment...

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Should my home be paid off at retirement?

Should my home be paid off at retirement?

*This content is brought to you by Brenthurst Wealth By Stefan Janse van Vuuren* There is a certain comfort around knowing you are going to retire debt-free. But that peace of mind should be weighed against solid financial facts. Stefan Janse van Vuuren When it comes...

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Retirement savings for every life stage

Retirement savings for every life stage

Retirement savings for every life stage 9th November 2020 by Editor   *This content is brought to you by Brenthurst Wealth By Marise Smit, CFP®*  Saving for retirement remains a very important, if not the most critical, component of an overall financial plan. Yet...

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Divorce, living annuities and what you should know

Divorce, living annuities and what you should know

*This content is brought to you by Brenthurst Wealth   By Arin Ruttenberg*  Divorce, just like death, is a life event that has a significant impact on financial planning. Unlike death, however, it is not something planned for which could have a detrimental impact on...

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An alternative way to approach annuities for retirement

An alternative way to approach annuities for retirement

*This content is brought to you by Brenthurst Wealth   By Suzean Haumann* From March 2019 all retirement funds must offer their members annuity (pension) options that conform to regulations that came into effect in September 2017. The aim of these default regulations...

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Five easy investing options

Five easy investing options

*This content is brought to you by Brenthurst Wealth   By Sonia du Plessis*  Many individuals avoid investing in the stock market or in savings products because they are not familiar with it or do not understand how it works. In fact, many people keep their savings in...

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How to rescue your retirement – Magnus Heystek

How to rescue your retirement – Magnus Heystek

Magnus Heystek, founder of award-winning Brenthurst Wealth Management, has been educating South African investors on the perils of investing in South African vehicles to fund retirement. In this article, the former personal finance editor unpicks the problems in...

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What is passive investing? Experts Heystek, Segall explain

What is passive investing? Experts Heystek, Segall explain

In a recent BizNews Finance Friday webinar, investment experts Magnus Heystek of Brenthurst Wealth Management and Lisa Segall of GinsGlobal Index funds answered your questions about passive index trackers. The experts explain what passive investing is, the possible...

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Dos and don’ts when investing

Dos and don’ts when investing

*This content is brought to you by Brenthurst Wealth   By Renee Eagar*  Investing can be unpredictable, which makes it challenging and stressful. Some rookie investors say the idea of investing without any assurance of a return or the potential of a loss makes them...

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Should personal assets be owned through a trust?

Should personal assets be owned through a trust?

*This content is brought to you by Brenthurst Wealth  By Desmond Benecke* Desmond Benecke Including a trust in an overall financial plan has for decades been a popular choice for investors. But over time the legislation relating to, and tax benefits offered by trusts...

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Endowments under the microscope

Endowments under the microscope

*This content is brought to you by Brenthurst Wealth   By Gustav Reinach*  Investing locally or offshore can be challenging with so much more to consider than just market returns and costs. Various structures are available to make offshore allocations, whether it is a...

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Mauritius ready after gap year

Mauritius ready after gap year

*This content is brought to you by Brenthurst Wealth By Gavin Butchart*  As countries around the world adjust to a new way of life in the wake of the Covid-19 pandemic and prepare to open their borders, Mauritius has made bold plans and adjusted its legislation to...

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Offshore options abundant

Offshore options abundant

*This content is brought to you by Brenthurst Wealth By Maria Smit, CFP® Whether you are on the brink of retirement, have discretionary funds to spare or are just starting out, there are various ways to get offshore investment exposure. No matter the size or age of...

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Proceed with caution with property investment

Proceed with caution with property investment

*This content is brought to you by Brenthurst Wealth By Stefan Janse van Vuuren* Stefan Janse van Vuuren Ever heard a relative or neighbour telling you how great investment property is, based on the R300 000 home bought in 2000 now selling for R2m 20 years later? On...

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Your pension is worth 30% less

By Magnus Heystek*  Commentators everywhere – locally and internationally – have urged the ANC government to take drastic steps to change the management of the local economy in order to drive growth and manage the country better. If it is not ratings agencies...

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How-to guide to investing offshore

How-to guide to investing offshore

*This content is brought to you by Brenthurst Wealth. By Mags Heystek, CFP® With local markets providing historically low returns, there has been an increased interest in investing offshore. Many articles have been written over the last few years about why protecting...

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Your pension is worth 30% less – Magnus Heystek

Your pension is worth 30% less – Magnus Heystek

*This content is brought to you by Brenthurst Wealth By Magnus Heystek*  Commentators everywhere – locally and internationally – have urged the ANC government to take drastic steps to change the management of the local economy in order to drive growth and manage the...

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Is it too late to join the gold rush?

Is it too late to join the gold rush?

*This content is brought to you by Brenthurst Wealth By André Basson* The current global economic and market situation, created by the impact of Covid-19 and governments’ response, has driven investors to gold; often the world’s favourite save haven investment in...

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Brenthurst cautions young investors about investing in an RA

Brenthurst cautions young investors about investing in an RA

*This content is brought to you by Brenthurst Wealth By Maria Smit*  Young investors need think carefully about investing in a RA Saving for retirement – from the day an income is earned – is one aspect of an overall financial plan that is strongly advised by most...

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Retiring soon… what you need to consider

By Suzean Haumann* You are retiring this year and are overwhelmed with all the information you are receiving. Not sure what to do with your hard-earned savings… but you must comply with the Income Tax Act by investing in a mandatory income paying annuity. For many...

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Financial ‘Disaster Plan’

Financial ‘Disaster Plan’

*This content is brought to you by Brenthurst Wealth By Marise Smit* The Covid-19 pandemic caught many people off guard, the subsequent economic downturn perhaps more so, but with financial markets flat and businesses going bust, investors everywhere are taking a big...

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The Value of Bonds in a Portfolio

By Danine van Zyl ,Financial Planner, Brenthurst Wealth Management Many investors do not fully understand what bonds are, how to invest in it or what value it can add to an overall investment strategy. If used effectively, it can make a healthy contribution in a...

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Retiring soon… what you need to consider

Retiring soon… what you need to consider

*This content is brought to you by Brenthurst Wealth By Suzean Haumann* You are retiring this year and are overwhelmed with all the information you are receiving. Not sure what to do with your hard-earned savings… but you must comply with the Income Tax Act by...

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The value of bonds in a portfolio

The value of bonds in a portfolio

*This content is brought to you by Brenthurst Wealth By Danine van Zyl*  Many investors do not fully understand what bonds are, how to invest in it or what value it can add to an overall investment strategy. If used effectively, it can make a healthy contribution in a...

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Beware of these money mistakes

Beware of these money mistakes

*This content is brought to you by Brenthurst Wealth By Sonia du Plessis*  Over the past two decades, whether the financial crisis of 2007/08 or the more recent economic Covid-19 economic shock, people tend to make the same money mistakes no matter what the event or...

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Saving for a rainy day in the eye of a storm

Saving for a rainy day in the eye of a storm

*This content is brought to you by Brenthurst Wealth By Stefan Janse van Vuuren* A savings account for emergencies has long been listed by advisors as one of the cornerstones of any successful personal financial plan/strategy. An emergency fund lends investors the...

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Be smart with retrenchment money

Be smart with retrenchment money

*This content is brought to you by Brenthurst Wealth By Renee Eagar*  The Covid-19 pandemic has delivered economic hardship in its wake as countries around the world instituted lockdown measures in an attempt to limit the spread of the virus. As a result, massive job...

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Retiring in the time of Covid-19

Retiring in the time of Covid-19

*This content is brought to you by Brenthurst Wealth Investing and financial planning for any personal finance goals became a lot more challenging as the impact of Covid-19 swept through the world, causing intense volatility and a demanding investment environment. For...

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The value of a living will

The value of a living will

*This content is brought to you by Brenthurst Wealth By Malissa Anthony* A comprehensive personal financial plan needs to include several components. Many investors are  aware of the importance of a will and keeping this updated and most individuals typically invest a...

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MONTHLY Market & Economic Update, May 2020

International Markets Global Markets Rebound After March Meltdown After March’s epic global markets meltdown, investors seemed to shrug off ongoing lockdowns as most major markets worldwide recorded an impressive bounce back in April, pushed along by a wave of...

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MAANDELIKSE Mark en Ekonomiese Verslag, Mei 2020

Internasionale Markte - Markte flikker op na verwoesting van Maart Beleggers het in April oënskynlik die impak van inperking in verskeie lande wêreldwyd afgeskud en indrukwekkend herstel ná die dramatiese dalings wat in Maart aangeteken is, aangedryf deur...

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Investing in a post Covid world

Investing in a post Covid world

*This content is brought to you by Brenthurst Wealth By Brian Butchart* The sharpest rebound in history during April continued into May after unprecedented volatility in March, reminding investors not to sell in panic, and instead focus on long-term strategy,...

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Your money in the time of Covid-19 – Part 2

Your money in the time of Covid-19 – Part 2

*This content is brought to you by Brenthurst Wealth Although some markets – local as well as international – have bounced back from recent lows, volatility is the name of the game in the current uncertainty caused by the global impact of COVID-19. Many investors are...

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Your money in the time of Covid-19

Your money in the time of Covid-19

*This content is brought to you by Brenthurst Wealth With every passing day more and more reports are published about the economic impact of strategies by governments everywhere to slow down Covid-19 infections and deaths. In many countries, South Africa included,...

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Private Bank & Wealth Manager Survey, 2020

Participate and you could win a cash prize of R10 000 & a unique getaway Countries, economies, communities and individuals are experiencing an unprecedented global event that has wreaked havoc on all fronts. It is likely to take a long while, years perhaps, for...

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What do you do when you inherit offshore assets?

What do you do when you inherit offshore assets?

*This content is brought to you by Brenthurst Wealth By Sonia du Plessis*  Over the decades, more South Africans have been afforded opportunities to live and work abroad, often through country-specific initiatives, or the desire to experience different lifestyles and...

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Monthly Market & Economic Update, April 2020

International Markets Meltdown of epic proportions in economies & stock markets March brought dizzying moves in the prices of equities and other assets. The worldwide sell-off, sparked by two so-called black swan events – the rapidly increasing novel coronavirus...

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Maandelikse Mark en Ekonomiese Verslag, April 2020

Internasionale Markte Dramatiese agteruitgang vir markte en ekonomie Pryse van aandele en ander bates het in Maart dramatiese skommelinge beleef. Die wêreldwye verkoop van aandele en ander bates wat deur twee sogenaamde ‘swart swaan’ gebeure – die verspreiding van die...

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Monthly Market & Economic Update, March 2020

International Markets Coronavirus takes over from trade wars to spook markets Trade war worries seemed a distant memory as ongoing fears around the impact of the Coronavirus (Covid-19, Wuhan flu) and infections spreading outside of China resulted in investors growing...

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Maandelikse Mark en Ekonomiese Verslag – Maart 2020

Internasionale Markte Koronavirus neem handelsoorlog oor as grootste kwessie Kommer oor die aaneenlopende handelsspanning tussen China en die VSA het so te sê verdwyn in Februarie toe markte wêreldwyd deur vrese oor die impak van die koronavirus getref is. Veral...

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Why your business requires a buy and sell agreement

Why your business requires a buy and sell agreement

*This content is brought to you by Brenthurst Wealth By André Basson and Leslie Greyling* Preparing for the unexpected is as important for business owners or partners as the development of the business itself. As with many aspects of life, setting up a business...

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How to access the world’s best returns

How to access the world’s best returns

*This content is brought to you by Brenthurst Wealth. By Johan Burger* Trying to predict what lies ahead for South African investors in 2020 is a bit like trying to predict the weather – the chances of being wrong are good. Investors can take advantage of modelling...

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Why we continue to construct and advise offshore strategies

Why we continue to construct and advise offshore strategies

*This content is brought to you by Brenthurst Wealth By Brian Butchart* For more than 8 years now Brenthurst has been advising a healthy allocation to global assets. International markets had a bumper year in 2019. The S&P 500 was up 30%, the Nasdaq up 35% and the...

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The Value of a Living Will, Issue 340, February 2020

By Malissa Anthony FPSA® Fiduciary Specialist, Brenthurst Wealth Management Having a last will and testament is considered an important part of an overall financial plan and individuals typically invest a lot of thought and time into estate planning. Yet a LIVING WILL...

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Is it possible to recover from financial mistakes?

Is it possible to recover from financial mistakes?

*This content is brought to you by Brenthurst Wealth By Marise Smit* Financial advisors the world over have been preaching the gospel of eternal wealth creation to its followers for years. History has proved, the proverbial message that “all things come to those who...

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MONTHLY Market & Economic Update, November 2019

INTERNATIONAL MARKETS - MOST GLOBAL EQUITY MARKETS CLOSING IN THE GREEN The so-called October effect, a perceived market anomaly which postulates that shares usually decline during October (as happened with the 1929 stock market crash, Black Monday in 1987, 2002’s...

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MAANDELIKSE Mark en Ekonomiese Verslag, November 2019

INTERNASIONALE MARKTE - GEEN OKTOBER DRAMA NIE Die sogenaamde ‘Oktober-effek’ – ʼn ongewone markverskynsel wat aandeelpryse in Oktober laat daal (soos die markineenstorting van 1929, die Swart Maandag van 1987, die bars van die internetborrel in 2002 en die...

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Mauritius Property Market Becons, October 2019

Mauritius Property Market Becons As some of you might be aware we have opened an office in Mauritius, the fastest growing economy in Africa. This has been done to service our growing global client base in setting up structures, companies, trusts and also sourcing...

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Hit by a Financial Tsunami Issue 329 October 2019

By Magnus Heystek, Investment Strategist and Director, Brenthurst Wealth Over a period of several years I penned a number of economic commentaries on various websites who would have me. The general thread running through these columns was a warning about what I called...

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CREATE A FINANCIAL PLAN … AND ACT ON IT

CREATE A FINANCIAL PLAN … AND ACT ON IT By Andre Basson, Financial Planner, Brenthurst Wealth Management INVESTORS CAN PROTECT THEIR MONEY BY CHANGING THE ASSET CLASS OR VEHICLE AN INVESTMENT IS IN. There was a time when investors who experienced poor returns could...

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How to Invest in Volatile Times, Issue 325, September 2019

HOW TO INVEST IN VOLATILE TIMES By Johan Burger CFP®, Brenthurst Wealth Management Many investors get spooked during volatile times and begin to question their investment strategies and portfolios. Some are even tempted to pull out of the market altogether and wait on...

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MAANDELIKSE Mark en Ekonomiese Verslag, September 2019

INTERNASIONALE MARKTE - GEEN EINDE AAN TRUMP SE IMPAK OP MARKTE NIE ► CHINA EN VSA STEEDS GEWIKKEL IN HANDELSPANNINGInternasionale markte het in Augustus weer uiters wisselvallig vertoon nadat Amerikaanse President Donald Trump sy administrasie se handelsoorlog met...

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MONTHLY Market & Economic Update, September 2019

INTERNATIONAL MARKETS - TRUMP EFFECT CONTINUES TO SPOOK MARKETS ► TRADE WAR TALK RAGES ONGlobal markets remained volatile in August as US President Donald Trump escalated his administration’s trade war with China and anxiety around a possible recession again came to...

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Trusted Partnerships deliver Results, Issue 323, July 2019

TRUSTED PARTNERSHIPS DELIVER RESULTS By Brian Butchart, Managing Director and CFP®, Brenthurst Wealth Management Trust has always been an integral part of professional financial advice. But as disruptive technologies fundamentally change the way business is done,...

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Another TOP AWARD for Brenthurst Wealth, Issue 319, July 2019

ANOTHER TOP AWARD FOR BRENTHURST WEALTH Head of Brenthurst’s Stellenbosch office, Sonia du Plessis, won the inaugural title of Top Financial Advisor in SA at the 2019 Intellidex Top Private Banks and Wealth Manager awards, presented in Sandton in June.Furthermore,...

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MAANDELIKSE Mark en Ekonomiese Verslag, Julie 2019

INTERNASIONALE MARKTE - STEWIGE VERTONING OP INTERNASIONALE AANDEELBEURSE ► S&P 500, DOW EN NASDAQ SLUIT HOËRInternasionale markte het in Junie goed vertoon en die MSCI Alle Lande Wêreldindeks het die maand 6.5% hoër as die vorige maand afgesluit, teenoor die 5.9%...

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MONTHLY Market & Economic Update, July 2019

INTERNATIONAL MARKETS - STRONG MONTH FOR GLOBAL EQUITIES ► S&P500, DOW AND NASDAQ CLOSE HIGHER Global equity markets recovered strongly in June 2019 with the MSCI All Country World Index up 6.5% in the month, after plummeting 5.9% in May 2019, on hopes for a...

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MONTHLY Market & Economic Update, June 2019

INTERNATIONAL MARKETS - TRADE WAR WEIGHS ON MARKETS ► NIKKEI, S&P 500 CLOSE LOWERIt was an ugly month for global equities, which sank on the trade spat between the US and China. This outweighed a more dovish rhetoric by major central banks in developed markets...

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MAANDELIKSE Mark en Ekonomiese Verslag, Junie 2019

INTERNASIONALE MARKTE - HANDELSPANNING BEDRUK MARKTE ► NIKKEI, S&P 500 SLUIT LAERInternasionale aandele was in Mei erg onder druk danksy die handelsspanning tussen die VSA en China. Dit het die invloed van die sentrale banke van verskeie lande, wat in onlangse...

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Does the JSE offer compelling value, Issue 317, June 2019

DOES THE JSE OFFER COMPELLING VALUE? By Andre Basson, Brenthurst Wealth Management Many people grapple with the idea that it is perhaps unpatriotic to move investments away from the JSE to markets offshore.One of the most attractive aspects of the JSE for...

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The Road to Poverty, Issue 316, May 2019

THE ROAD TO POVERTY … By Magnus Heystek, Investment Strategist & Director Brenthurst Wealth Management “We South Africans are incredibly naïve. We have a poor understanding of power, a tendency to trust individual leaders and we worship big institu-tions such as...

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Maandelikse Markverslag – Mei 2019

INTERNASIONALE MARKTE - LOPIE OP INTERNASIONALE MARKTE DUUR VOORT MAATSKAPPYRESULTATE STEUN AANDEELPRYSE Die prysstygings vir internasionale aandele het in April voortgeduur, ná die stewige stygings (+12.2%) wat vir die eerste kwartaal aangeteken is. Die MSCI Indeks...

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Monthly Market Update – May 2019

INTERNATIONAL MARKETS - GLOBAL MARKET RALLY CONTINUES ► COMPANY RESULTS DRIVE GAINSThe rally in global equity markets continued in April 2019, following a strong (12.2%) first quarter of the year. The MSCI All Country World Index rose 3.4% in the month despite...

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WHEN YOUR POWER OF ATTORNEY IS NO LONGER VALID…

In This Issue Power of attorney is a valuable tool to allow people to make important life decisions when they’re overseas or become too frail to sign documents. When Your Power of Attorney is no longer valid By Suzean Haumann, Certified Financial Planner® and Malissa...

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Private Bank & Wealth Manager Survey, 2019

PARTICIPATE & YOU CAN WIN A CASH PRIZE R10 000! In a very competitive financial services environment clients have come to expect exceptional service levels and investment solutions. Although multiple similarities exist between companies operating in the private...

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MAANDELIKSE Mark en Ekonomiese Verslag, April 2019

INTERNASIONALE MARKTE - MAART GROEI SO-SO, KWARTAAL LYK GOED ► VRESE VAN SWAKKER EKONOMIESE GROEI DEMP MARKTE Hoewel internasionale markte in Maart met gemiddeld net 1.3% gestyg het, lyk die prestasie vir die eerste kwartaal van die jaar heelwat beter op ʼn gemiddeld...

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MONTHLY Market & Economic Update, April 2019

INTERNATIONAL MARKETS - MARCH GROWTH MUTED, FIRST QUARTER POSITIVE     ► FEARS OF FALTERING GLOBAL GROWTH DAMPENED MARKETS Despite soft gains of 1.3% in March 2019, global equity markets performed well for the first quarter of the year, rallying by 12.2%. Markets...

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MAURITIUS may be the ideal PLAN B, Issue 308, March 2019

MAURITIUS MAY BE THE IDEAL PLAN B By Gavin Butchart, Tax Practitioner at Brenthurst Wealth Management   Mauritius may just be the best idea for astute investors looking for opportunity and a diversification strategy away from the risks and struggles of the SA...

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MAANDELIKSE Mark en Ekonomiese Verslag, Maart 2019

INTERNASIONALE MARKTE VORDERING MET SAMESPREKINGS TUSSEN DIE VSA EN CHINA STEUN MARKTE ► VERNAAMSTE BEURSE SLUIT HOËRDie meeste internasionale markte het in Febru- arie gestyg nadat handelsgesprekke tussen die VSA en China betreklik goed verloop het en markte hoopvol...

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MONTHLY Market & Economic Update, March 2019

INTERNATIONAL MARKETS PRODUCTIVE US AND CHINA TRADE TALKS BOOST MARKETS ► MAJOR BOURSES CLOSE HIGHERGlobal markets had a good run in February, with con- tinuing trade talks between the US and China seen as productive and the hopes of a breakthrough buoying markets. US...

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Caution, Investment Speed Bumps Ahead, Issue 306, March 2019

CAUTION... INVESTMENT SPEED BUMPS AHEAD By Magnus Heystek, Investment Strategist & Director Brenthurst Wealth Management THE SA retirement industry loves to scare people about how poorly they will be off in their retirement years. They love throwing around those...

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Investing 101, Here’s How; Issue 305, March 2019

INVESTING 101: HERE’S HOW TO START By Suzean Haumann, Certified Financial Planner, Brenthurst Wealth Management Does investing in the stock market scare you? If so, just know that you are not alone. Many people value cash-on-hand way more than saving for a rainy day....

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The Budget and Your Investments, Issue 304, March 2019

THE BUDGET AND YOUR INVESTMENTS The full alarming detail of the state of the South African economy and especially the precarious state of affairs at electricity provider Eskom, were two of the key themes set out by Minister of Finance, Tito Mboweni, in his maiden...

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MAANDELIKSE Mark en Ekonomiese Verslag, Februarie 2019

INTERNASIONALE MARKTE MARKTE SKUD GROOT SKOMMELINGE AF IN JANUARIE   ► POSITIEWE BEGIN VIR DIE JAAR Aandeelmarkte het in Januarie baie beter gevaar ná die groot skommelinge aan die einde van 2018. On- twikkelde én ontluikende markte het stygings aangeteken,...

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MONTHLY Market & Economic Update, February 2019

INTERNATIONAL MARKETS HEADWINDS REMAIN BUT MARKETS START IN POSITIVE TERRITORY ► MARKETS BOUNCE BACKEquity markets experienced welcome respite in January, after a torrid end to 2018. Both developed and emerging market equities gained over 7% in total return terms,...

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MAANDELIKSE Mark en Ekonomiese Verslag, Januarie 2019

INTERNASIONALE MARKTEDALINGS OP MEESTE INTERNASIONAL BEURSE► VERSKEIE MARKTE SWAKKERInternasionale markte het die jaar op ʼn laagtepunt afgesluit aangesien vrese van swakker ekonomiese groei beleggers senuweeagtig gemaak het. Die Amerikaanse President...

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MONTHLY Market & Economic Update, January 2019

INTERNATIONAL MARKETSLEADING STOCK MARKETS SUFFER LOSSES► MOST GLOBAL MARKETS WEAKER IN DECEMBERGlobal markets ended the year on a sour note with fears of an economic slowdown spooking investors. US President Donald Trump did little to calm these fears as...

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A Decade of Wealth Destruction, Issue 297, November 2018

A DECADE OF WEALTH DESTRUCTION By Magnus Heystek, Investment Strategist & Director Brenthurst Wealth Management FOR more than 100 years to the end of 2010 an investment on the Johannes-burg Stock Exchange produced the highest annual average returns in...

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Investment Seminars with Investec, Issue 296, November 2018

KEY CHALLENGES FACING SOUTH AFRICAN INVESTORS As we near the end of 2018, the Trump-induced tariff war is gaining momentum, leaving devastated emerging market economies and currencies in its wake. Meanwhile, against this uncertain economic backdrop, our...

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MAANDELIKSE Mark en Ekonomiese Verslag, November 2018

INTERNASIONALE MARKTE - WISSELVALLIGE MAAND VIR INTERNASIONALE MARKTE ► VERSKEIE AANDEELBEURSE LAER AS DIE VORIGE MAAND Oktober was geen sprankelende maand vir verskeie internasionale markte nie en die S&P 500 indeks het die swakste maand in meer as...

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MONTHLY Market & Economic Update, November 2018

INTERNATIONAL MARKETS - BUMPY RIDE FOR GLOBAL MARKETS IN OCTOBER ► SEVERAL MARKETS TREND LOWER Markets globally had a rough October with the S&P 500 Index experiencing its worst month in over seven years (since September 2011, when we were in the midst...

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MAANDELIKSE Mark en Ekonomiese Verslag, September 2018

INTERNATIONALE MARKTE S&P 500 INDEKS BEREIK NUWE REKORD Markkommentators was baie opgewonde oor ʼn nuwe bulmark lopie rekord wat vir die S&P 500, een van die vernaamste indekse in Amerikaanse markte, aangeteken is. Die S&P 500 het teen die einde...

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MONTHLY Market & Economic Update, September 2018

INTERNATIONAL MARKETS S&P 500 INDEX REACHES NEW BULL MARKET RECORD Market commentators were very excited about a new record set for one of the leading indexes in the USA, when the S&P 500 set a record for the longest bull market run in history with...

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Investing in Mauritius, Issue 292, September 2018

THE RISE OF MAURITIUS As some of you might know, we have opened an office in Mauritius. This has been done to service our growing global client base in the setting up of trusts, foundations, companies and also in the buying of property in order to obtain...

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Week in Review (Global and Domestic Markets) 17 August 2018

INFLUENCES ON WEEKLY GLOBAL MARKET MOVEMENTS Last week began with what was later dubbed “Manic Monday”. Turkey was the main source of uncertainty in global markets once again. Sentiment was initially cautious owing to the strained relationship between the...

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Women, it’s time to take charge, Issue 290, August 2018

WOMEN, IT'S TIME TO TAKE CHARGE - GET TO KNOW HOW TO MANAGE YOUR OWN FINANCES, AND BE OPEN ABOUT IT. By Suzean Haumann, Brenthurst Wealth Management In terms of changes across time, the female labour force participation rate today is higher than three...

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MONTHLY Market & Economic Update, August 2018

INTERNATIONAL MARKETS - TRADE WAR TENSION CONTINUES Global trade war concerns continued in July with tension between the US and China remaining strained. President Donald Trump’s administration officially imposed $34bn in tariffs on Chinese imports during...

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MAANDELIKSE Mark en Ekonomiese Verslag, Augustus 2018

INTERNATIONALE MARKTE - SPANNING WEENS HANDELSOORLOG DUUR VOORT Daar was in Julie steeds kommer oor voortgesette spanning tussen die VSA en China en verhoudinge tussen die twee lande verloop glad nie goed nie. Pres-ident Donald Trump se administrasie het...

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Week in Review (Global and Domestic Markets) 27 July 2018

INFLUENCES ON WEEKLY GLOBAL MARKET MOVEMENTS Risk appetite entered markets once again last week. This week the meeting between President Trump and European Commission President Juncker resulted in a ceasefire in the trade war. Specifically, Trump and...

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Week in Review (Global and Domestic Markets) 21 July 2018

INFLUENCES ON WEEKLY GLOBAL MARKET MOVEMENTS ► In what now seems to be the norm, US President Donald Trump once again made comments that added volatility to global markets. Last week saw Trump mentioning that he was concerned over the strengthening dollar,...

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Week in Review (Global and Domestic Markets) 13 July 2018

INFLUENCES ON WEEKLY GLOBAL MARKET MOVEMENTS ► With the US and China now fully engrossed in a trade war and global markets on edge over the past few weeks in the run up to this event, last week was somewhat subdued. However, volatility surrounding news...

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MAANDELIKSE Mark en Ekonomiese Verslag, Julie 2018

INTERNASIONALE SPANNING PLAAS MARKTE ONDER DRUK Markverhandelinge was in Junie weereens wis-selvallig te midde van voortgesette vrese van ʼn moontlike handelsoorlog tussen die VSA en China en Amerika se ander vername handelsvennote in Europa en Kanada....

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MONTHLY Market & Economic Update, July 2018

INTERNATIONAL MARKETS - GLOBAL TENSIONS WEIGH ON MARKETS June once again saw volatile trade around the globe amid continued fears about a possible trade war between the US and China as well as its other major trading partners in Europe and North America....

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Week in Review (Global and Domestic Markets) 06 July 2018

INFLUENCES ON WEEKLY GLOBAL MARKET MOVEMENTS ► Volatility remained heightened last week with geopolitical risk still the main driving force. American’s celebrated Independence Day last Wednesday meaning their work week consisted of only four days. Despite...

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Week in Review (Global and Domestic Markets) 29 June 2018

INFLUENCES ON WEEKLY GLOBAL MARKET MOVEMENTS ► Global markets continued to sell-off last week with the Nasdaq and the Dow Jones Industrial Average indices losing -2.37% and -1.26% respectively. Trade war concerns between the US and China was once again the...

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I See a Bad Moon Rising, Issue 287, July 2018

I SEE A BAD MOON RISING: EXPROPRIATION WITHOUT COMPENSATION A THREAT TO YOUR WEALTH By Magnus Heystek, Director and Investment Strategist There’s no doubt any more that the ruling ANC has embarked on a policy path of radical populism in order to stay in...

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MONTHLY Market & Economic Update, June 2018

INTERNATIONAL MARKETS - GLOBAL MARKETS ON THE BACK FOOT AGAIN After April’s positive performance, most global……….. markets were again on the back foot in May as a crisis in Italy (the eurozone’s third-largest economy) threw markets in turmoil in the last...

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MAANDELIKSE Mark en Ekonomiese Verslag, Junie 2018

INTERNASIONALE MARKTE WISSELVALLIG Die meeste internasionale markte het in Mei teruggesak danksy ʼn krisis in Italië (die derde grootste ekonomie in die Eurosone), wat veral teen die einde van die maand vir groot skommelings gesorg het. Vrese dat ʼn...

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WEEK IN REVIEW (GLOBAL AND DOMESTIC MARKETS) 28 MAY 2018

WEEK IN REVIEW 25 MAY 2018 INFLUENCES ON WEEKLY GLOBAL MARKET Last week was somewhat of a topsy-turvy week for markets with different factors pushing and pulling markets in various directions. On the one hand, the dollar retreated from five month high...

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MAANDELIKSE MARKVERSLAG – 06 APRIL 2018

INTERNASIONALE MARKTE GROTER WISSELVALLIGHEID EN AMERIKAANSE PRESIDENT SE PLANNE MET HANDELSTARIEWE TREF MARKTE Markskommelinge, verkope van Amerikaanse tegnologie-aandele en die moontlikheid van ʼn handelsoorlog het markte in Maart senuweeagtig gemaak. Kort nadat...

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MONTHLY MARKET UPDATE – 06 April 2018

INTERNATIONAL MARKETS SURGE IN VOLATILITY AND USA PRESIDENT’S TRADE TARRIFFS PLANS HIT MARKETS Higher volatility, the sell-off in US tech shares and the possibility of a trade war weighed on global markets in March as US President Donald Trump’s move to impose tariffs...

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WEEK IN REVIEW – 30 MARCH 2018

GLOBAL MARKETS TRADE WAR CONCERNS BETWEEN THE US AND CHINA CONTINUED TO PLAGUE GLOBAL MARKETS LAST WEEK. After China retaliated by placing tariffs on US imports, they announced at the beginning of last week that they would increase these tariffs by a mammoth 25% on...

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MONTHLY MARKET UPDATE – 06 MARCH 2018

INTERNATIONAL MARKETS DRAMATIC UPS AND DOWNS FOR GLOBAL MARKETS February was likely one of the US markets’ most extreme rollercoaster rides since the global financial crisis, with big early declines followed by steady gains and then further slides towards month-end....

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MAANDELIKSE MARKVERSLAG – 06 MAART 2018

INTERNASIONALE MARKTE DRAMATIESE SKOMMELINGE AAN DIE ORDE VAN DIE DAG Amerikaanse markte het in Februarie van die grootste skommelinge sedert die internasionale finansiële krisis beleef en groot stygings aan die begin van die maand is deur dalings en nog dalings,...

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WEEK IN REVIEW – 16 FEBRUARY 2018

GLOBAL MARKETS INTEREST RATES IN THE US ARE MORE OR LESS EXPECTED TO RISE THIS YEAR As a base case scenario, two to three interest rates hikes are currently being priced in. Nevertheless, when the Federal Open Market Committee Meeting (FOMC) minutes were released last...

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BUDGET 2018 MAIDEN SPEECH, HITS VAT AND NENE IS BACK!

By Gavin Butchart, Financial Director and General Tax Practitioner (SA) South Africans woke up yesterday to yet another cabinet reshuffle. The announcement of many new appointments were met with mixed reaction. With both Pravin Gordhan and Nhanhla Nene back in the...

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INVESTMENT REPORT FEBRUARY 2018

LONG-TERM INVESTING KEY TO FINANCIAL SUCCESS There is no doubt that the mood and spirit in South Africa has improved from the despair and depression we faced almost daily, especially over the last few years under the rule of Jacob Zuma. The havoc and destruction he...

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MAANDELIKSE MARKVERSLAG FEBRUARIE 2018

INTERNASIONALE MARKTE VSA EKONOMIE VAAR STEEDS GOED Ekonomiese groei in Amerika duur voort en is nou vir 103 maande opwaarts. Dit is net 17 maande korter as die langste ekonomiese oplewing wat die VSA tussen 1991 en 2001 beleef het. Die Down Jones Nywerheidsindeks en...

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WEEK IN REVIEW 09 FEBRUARY 2018

GLOBAL MARKETS VOLATILITY ENTERED GLOBAL MARKETS LAST WEEK AS MARKETS ADJUSTED TO EXPECTATIONS OF A TIGHTER THAN EXPECTED MONETARY POLICY BY THE FED. The Volatility Index (VIX), which is widely assumed to be a barometer of fear in global markets, spiked quickly to...

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MONTHLY MARKET UPDATE FEBRUARY 2018

INTERNATIONAL MARKETS US ECONOMY CONTINUES TO GROW The economic expansion in the USA continues, now for the 103rd month in a row. This is just 17 months short of the longest economic upswing experienced in the USA between 1991 and 2001. Both the Dow Jones Industrial...

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INVESTMENT REPORT FEBRUARY 2018

RETIREMENT PLANNING TAX BENEFITS By Marise Smit Certified Financial Planner Brenthurst Wealth INVESTORS have less than two weeks before the end of February 2018 to make use of the very attractive tax concessions available for contributions into retirement annuities...

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Investment Report February 2018

Offshore Investing Not Only About Rand Weakness By Magnus Heystek, Director and Investment Strategist IT’S a well-known fact that Brenthurst Wealth has been recommending a strategy of offshore diversification for many years, in particular from about 2011 onwards when...

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MAANDELIKSE MARKVERSLAG NOVEMBER 2017

INTERNASIONALE MARKTE SPRAKE VAN BELASTINGWYSIGINGS STEUN AMERIKAANSE MARKTE Amerikaanse markte het ʼn stewige maand beleef in is gesteun deur gesonde verdienstesyfers en President Trump se agenda om die belastingstelsel te hervorm. Kommer oor hoeveel ooreenstemming...

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WEEK IN REVIEW 03 NOVEMBER 2017

GLOBAL MARKETS CURRENT FED CHAIR JANET YELLEN’S SUCCESSOR IS SOURCE OF MARKET VOLATILITY. However, this reached a pinnacle when US President Donald Trump revealed that he would be backing Jerome Powell to take over from Yellen. The aforementioned is still subject to...

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MONTHLY MARKET UPDATE November 2017

INTERNATIONAL MARKETS TAX REFORM AGENDA BOOSTS US MARKETS US markets had a great month boosted by positive earnings and US President Trump’s tax-reform agenda. Concerns raised around how much agreement there will be among congressional factions once the tax bill is...

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INVESTMENT REPORT OCTOBER 2017

BRENTHURST GLOBAL BALANCED FUND COMING OF AGE FIVE years ago we took the bold but audacious step to launch our own global balanced fund. The objective was to create a low-risk global balanced fund for our clients where we can have direct access to the fund managers...

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WEEK IN REVIEW 20 OCTOBER 2017

GLOBAL MARKETS THE US 10Y TREASURY YIELD ROSE BY 0.08% TO END THE WEEK TRADING AT 2.37%. There were more than a few key drivers behind this move. Firstly, hawkish rhetoric from Fed officials continued last week as New York Fed President William Dudley mentioned that...

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MAANDELIKSE MARKVERSLAG OKTOBER 2017

INTERNASIONALE MARKTE AMERIKAANSE MARKTE VAAR GOED ONDANKS POLITIEKE SPANNING Die moontlikheid van ʼn militêre konfrontasie tussen die VSA en Noord Korea was steeds op die voorgrond in Sep-tember aangesien die woordewisseling tussen Amerikaanse President Donald Trump...

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MONTHLY MARKET UPDATE OCTOBER 2017

INTERNATIONAL MARKETS THE POWER OF INDEPENDENT US MARKETS DO WELL DESPITE GEOPOLITICAL TENSION The possibility of a military confrontation between the US and North Korea continued to loom in September as the war of words between US President Donald Trump and North...

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WEEK IN REVIEW 06 OCTOBER 2017

GLOBAL MARKETS The dollar traded in a volatile fashion last week. After strengthening the week before, the dollar initially pulled back as reports surfaced of a potential dovish successor to current Fed Chair Janet Yellen. In these reports, US President Donald Trump...

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WEEK IN REVIEW 22 SEPTEMBER 2017

GLOBAL MARKETS Tensions between USA and North Korea continues. Geopolitical risk between North Korea and the US extended into last week. At the UN General Assembly, US President Trump threatened to “totally destroy North Korea” to which the North Korean leader Kim...

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INVESTMENT REPORT SEPTEMBER 2017 • ISSUE 274

SOUTH-AFRICA A COUNTRY WITH NO GROWTH LONG-STANDING clients of Brenthurst Wealth will be well aware that we have been recommending offshore investments for some time to our clients. This recommendation was based on a number of factors, which we felt would negatively...

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WEEK IN REVIEW 18 SEPTEMBER 2017

GLOBAL MARKETS WEEKLY GLOBAL MARKET INFLUENCES Geopolitical tensions continued last week, as in an act of defiance to the latest round of sanctions imposed by the UN. North Korea fired another missile that flew over Japan, which again set off cautionary alarms and...

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WEEK IN REVIEW 08 SEPTEMBER 2017

GLOBAL MARKETS AT RECORD LEVELS There were multiple news headlines of note this week: rhetoric regarding the latest North Korea nuclear test escalated, some fairly dovish comments were made by US Fed speakers, the looming debt ceiling continued to cause concern, a...

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WEEK IN REVIEW 1 September 2017

GLOBAL MARKETS LITTLE PROGRESS MADE AT FURTHER BREXIT TALKS This week saw Hurricane Harvey bring massive flooding to Texas. Harvey managed to take one-fifth of US oil refineries offline, including Royal Dutch Shell and Exxon Mobil, but US gasoline pric-es gained...

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MAANDELIKSE MARK VERSLAG September 2017

INTERNASIONALE MARKTE POLITIEKE SPANNING TUSSEN DIE VSA EN NOORD KOREA DUUR VOORT Die verwagtinge van ʼn konfrontasie tussen die VSA en Noord Korea het die atmosfeer op markte in Augustus oorheers en beleggers het na veilige hawes soos goud en staatseffekte gevlug...

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MONTHLY MARKET UPDATE September 2017

INTERNATIONAL MARKETS POLITICAL TENSION BETWEEN USA AND NORTH KOREA DOMINATES The spectre of a confrontation between the US and North Korea continued to loom large over markets in August, with global investors fleeing to safer assets such as gold and government bonds...

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WEEK IN REVIEW – 25 AUGUST 2017

GLOBAL MARKETS TRUMP MAKES PROGRESS WITH TAX REFORM This week, investors awaited the Kansas Fed’s annual economic symposium held at Wyoming, where central bankers met to discuss long-term policy issues of mutual concern. However, Friday’s speeches from Janet Yellen...

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MONTHLY MARKET UPDATE – AUGUST 2017

INTERNATIONAL MARKETS US MARKETS PERFORM WELL BUT DOLLAR WEAKENS JULY was a strong month in the US and for most major world markets as a robust start to the US earnings season and higher commodity prices helped equities. This was despite geopolitical risk remaining...

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MAANDELIKSE MARK VERSLAG – AUGUSTUS 2017

INTERNASIONALE MARKTE AMERIKAANSE MARKTE VAAR GOED MAAR DOLLAR EFFENS SWAKKER JULIE was ʼn goeie maand vir die Amerikaanse mark danksy ʼn stewige begin vir die Amerikaanse verdienste-seisoen en ook weens hoër kommodi-teitspryse. Dit is ondanks die geo-politieke risiko...

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DEADLINE LOOMS FOR UNDECLARED OFFSHORE ASSETS August Issue

DEADLINE LOOMS FOR UNDECLARED OFFSHORE ASSETS Time is running out for those who have not as yet considered the implications of what is required for disclosure or the possible implications of non-disclosure of offshore assets. In the 2016 Budget, the now ex-finance...

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BELEGGINGSVERSLAG – JULIE 2017 – UITGAWE 272

IS JOU FINANSIËLE RAADGEWER ’N BATE OF LAS? Deur Richus Nel, finansiële raadgewer van Brenthurst Wealth Kliënte meet gewoonlik hul finansiële raadgewers se prestasie aan opbrengste. Raadgewers sal egter sonder twyfel misluk as hul raad slegs daaraan gemeet word –...

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INVESTMENT REPORT – JULY 2017 – ISSUE 272

TRUE VALUE OF A GOOD FINANCIAL PLANNER? By Richus Nel, Financial Advisor, Brenthurst Wealth Financial advisors are generally measured one dimensionally by clients, by comparing portfolio returns (exclusively to market returns). In a low return environment (low growth,...

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WEEK IN REVIEW – 21 JULY 2017

GLOBAL MARKETS DRAGHI KEEPS RATES ON HOLD IN EUROPE News from Europe seemed to dominate global financial media this week, as many countries prepared to begin their summer holidays. Investors awaited the outcome of the latest ECB meeting to see if hawkish comments made...

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JSE LOSING THE INVESTMENT RACE

THE Brenthurst Wealth house view on future investment returns have not changed materially over the past five years. We have consistently warned that the growth outlook for companies listed on the Johannesburg Stock Exchange - and hence their future earnings - will...

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WEEK IN REVIEW – July 2017

GLOBAL MARKETS ON-GOING POLITICAL UNCERTAINTY AROUND BREXIT Key news this week came from the ECB and FOMC. The ECB released their June meeting minutes, revealing that members discussed whether to stop their asset-buying programme. Though the central bank ultimately...

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THE POWER OF INDEPENDENT ADVICE JULY 2017

BRENTHURST VOTED TOP WEALTH MANAGER IN SA By Brian Butchart - Managing Director, Brenthurst Wealth Management BRENTHURST WEALTH WAS VOTED TOP BOUTIQUE WEALTH MANAGER IN THE COUNTRY IN THE 2017 INTELLIDEX WEALTH MANAGER AND PRIVATE BANKS SURVEY. In addition, Brenthurst...

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MONTHLY MARKET UPDATE – JUNE 2017

INTERNATIONAL MARKETS MAJOR GLOBAL MARKETS REPORT GAINS IN MAY Major global markets, for the most part, ended May in the green despite geopolitical tensions increasing as North Korea launched its third missile test in less than three weeks. Upbeat US corporate...

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MAANDELIKSE MARK VERSLAG – JUNIE 2017

INTERNASIONALE MARKTE GROOTSTE INTERNASIONALE MARKTE BELEEF GOEIE MAAND Die vernaamste internasionale markte het in Mei goed gevaar onlangs politieke spanning ná Noord-Korea ʼn derde missieltoets in minder as drie weke uitgevoer het. Beter verdienste deur Amerikaanse...

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SOUTH AFRICA QUO VADIS? SEMINAR SERIES 2017

SOUTH AFRICA QUO VADIS? SEMINAR SERIES 2017 THE POWER OF INDEPENDENT ADVICE SA QUO VADIS? DOES SOUTH AFRICA HAVE A FUTURE? WHAT LIES AHEAD FOR SA AS POLITICAL TENSION CONTINUES TO RISE? The recent downgrade to junk status of the country’s credit rating combined with...

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MAANDELIKSE MARK VERSLAG MEI 2017

INTERNASIONALE MARKTE VSA INDEKSE STEWIGER, VK EN CHINA ONDER DRUK Ondanks spanning tussen die VSA en Noord-Korea en kommer rondom ʼn verkiesing in Frankryk, het die meeste internasionale markte April positief afgesluit. Die Britse en Chinese markte was onder druk....

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MONTHLY MARKET UPDATE MAY 2017

INTERNATIONAL MARKETS USA MAJOR INDICES UP, UK AND CHINA UNDER PRESSURE Despite some tension between the US and North Korea, and concerns around the French elections, most major global markets ended April in the green, although UK and Chinese markets came under some...

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WEEK IN REVIEW – 28 APRIL 2017

GLOBAL MARKETS MOSTLY POSITIVE WEEK ON GLOBAL MARKETS The week was mostly a positive one for global markets following the first round of the French presidential election, and optimism around the proposed US tax reforms in which large cuts in corporate tax are...

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PROTECT YOUR CAPITAL EARN RETURNS IN US DOLLAR

EAST ASIAN GROWTH BASKET LIMITED (“EAGBL”) CLOSED for investment as of 15th of June 2017. By Magnus Heystek Jr, Certified Financial Planner® A great opportunity to diversify current portfolios with an exciting new investment option - offering returns in US dollar...

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MAANDELIKSE MARK VERSLAG – APRIL 2017

INTERNASIONALE MARKTE WISSELVALLIGE MAAND VIR INTERNASIONALE MARKTE Wisselvallige prestasie op internasionale markte in Maart – in die VSA en Asië was markte onder druk terwyl sake beter gelyk het in Europa. In die VSA het die Dow Jones Nywerheidsindeks (DJIA) vir die...

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MONTHLY MARKET UPDATE – APRIL 2017

INTERNATIONAL MARKETS MIXED PERFORMANCE ON GLOBAL MARKETS IN MARCH It was a mixed performance on global markets in March with US and Asian markets coming under pressure, while European equities performed better. In the US, the Dow Jones Industrial Average (DJIA)...

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WEEK IN REVIEW – 07 APRIL 2017

GLOBAL MARKETS US MARKETS TAKE A KNOCK, BUSINESS IMPROVES IN JAPAN The big story of the week was S&P’s downgrade of South Africa’s local and foreign currency ratings to junk status. This follows the cabinet reshuffle last week and the ratings agency’s concerns of...

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5-YEAR RECESSION LOOMS

By Magnus Heystek - Director and Investment Strategist SOUTH AFRICA FACES 5 TO 10 YEAR OF RECESSION UNLESS THE COUNTRY CAN GET RID OF THE DISASTROUS RULE OF PRESIDENT JACOB ZUMA AND THE ANC. The downgrading of the country’s international credit rating to so-called...

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WEEK IN REVIEW – 31 MARCH 2017

GLOBAL MARKETS IMPROVED MANUFACTURING BOOSTS CHINESE MARKET The key news this week came from South Africa itself, with President Zuma’s removal of Finance Minister Pravin Gordhan and his deputy Mcebisi Jonas, as well as six other government ministers, in a shock...

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WEEK IN REVIEW – 24 MARCH 2017

GLOBAL MARKETS TRUMP FAILS TO GET SUPPORT FOR NEW HEALTHCARE BILL Markets kept an eye on the healthcare debate in the US this week, which climaxed in the withdrawal of the AHCA, Trump’s bill to replace Obamacare, on Friday. The new president struggled to gather...

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WEEK IN REVIEW – 03 MARCH 2017

GLOBAL MARKETS THREE INTEREST RATE HIKES EXPECTED IN THE USA Inflation figures around the world have been rising. Although CPI numbers have being in line with expectations, the strong rises have certainly been a cause for concern, and speak to the warn-ings of some...

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MAANDELIKSE MARK VERSLAG – MAART 2017

INTERNASIONALE MARKTE DOW JONES NYWERHEIDSINDEKS BEREIK NUWE HOOGTEPUNTE Februarie was ʼn besonder positiewe maand vir Amerikaanse aandele. Die Dow Jones Nywer-heidsindeks het op Maandag 27 Februarie vir die 12e agtereenvolgende sessie nuwe hoogtepunte bereik (die...

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MONTHLY MARKET UPDATE – MARCH 2017

INTERNATIONAL MARKETS THE DOW JONES INDUSTRIAL CLOSED AT A RECORD HIGH In the US, February was a stellar month on the markets. The Dow Jones Industrial (DJI) closed at a record high for a 12th straight session on Mon-day 27 February (its longest streak of consecutive...

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WEEK IN REVIEW – 24 FEBRUARY 2017

GLOBAL MARKETS GOLD AT LEVELS LAST SEEN IN NOVEMBER 2016 The price of gold reached levels last seen in November 2016 closing the week 1.83% higher at $1257/ounce. Brent crude oil closed the week 0.32% higher at USD56/bbl with the US Depart-ment of Energy releasing...

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RAND RICH BUT DOLLAR POOR

FOREIGNERS WITHDRAW R263 BILLION FROM LOCAL MARKET By Magnus Heystek - Director and Investment Strategist CLIENTS of Brenthurst Wealth will be well aware of our long-standing investment strategy of increasing offshore exposure across all our portfolios. Offshore...

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WEEK IN REVIEW – 17 FEBRUARY 2017

GLOBAL MARKETS FED LOOKING AT FASTER PACE FOR HIKING INTEREST RATES Gold closed the week 0.08% higher, trading at USD1233/ounce. The dollar traded weaker against most major currencies, ending at CHF0.99/USD (-0.17%) and EUR1.06/USD (-0.25%). Brent crude oil had...

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WEEK IN REVIEW – 10 FEBRUARY 2017

GLOBAL MARKETS BRENT CRUDE NOW FIRMLY ABOVE $50 PER BARREL Brent crude oil traded -0.19% lower last week at $56.65/bbl. Brent is now firmly above the $50/bbl mark and US oil drillers are keen to increase production. The American Petroleum Institute released estimates...

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WEEK IN REVIEW – 03 FEBRUARY 2017

GLOBAL MARKETS USA DOMINATED BY TRUMP EFFECT, EMPLOYMENT RATE IN THE EUROZONE IMPROVES The US Fed, the Bank of Japan as well as the Bank of England had meetings last week to decide on their respective monetary policies. Market consensus was for interest rates to...

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TAX NEWS FLASH – FEBRUARY 2017

TAX FREE INVESTMENTS & RETIREMENT ANNUITIES By Gavin Butchart - General Tax Practitioner (SA) Brenthurst Wealth As the 2017 tax year draws to a close on 28 February 2017, there is still time to take advantage of the TAX FREE INVESTMENTS and RETIREMENT ANNUITY...

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WEEK IN REVIEW – 22 JANUARY 2017

GLOBAL MARKETS INVESTORS REMAIN CAUTIOUS AFTER TRUMP INAUGURATION Last week saw the IMF release their World Economic Outlook report, in which they revised their economic growth higher in many countries. They expect global growth of 3.4% in 2017 due to an improved...

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MAANDELIKSE MARK VERSLAG – DESEMBER 2016

INTERNASIONALE MARKTE MARKTE SONDER RIGTING NÁ AFLOOP VAN VERKIESING IN AMERIKA Aandelemarkte van ontwikkelde lande het grootliks stewiger pryse in November aangeteken en daar was veral in Amerika lopies ná die verrassende oorwinning van Donald Trump as aangewese...

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MONTHLY MARKET UPDATE – DECEMBER 2016

INTERNATIONAL MARKETS MARKETS MIXED AFTER US ELECTION RESULT Global developed equity markets were, for the most part, strong in November with US markets especially accelerating their rally following the US Presidential election and the surprise win of Republican,...

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STAY INVESTED FOR THE BEST RETURNS – ISSUE 261

INVESTMENT REPORT - NOVEMBER 2016 The only certainty about market behaviour in 2016 has been uncertainty and volatility. As soon as markets recovered somewhat from one upset, the next one appeared on the horizon and fresh declines were recorded across global markets...

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WEEK IN REVIEW – 25 NOVEMBER 2016

GLOBAL MARKETS STRONG ECONOMIC INDICATORS IN US POINT TO RATE INCREASE The oil price was volatile last week. Oil opened the week trading at USD46.9/bbl and closed the week 0.81% higher at USD47.11/bbl. Markets were speculating as to whether the OPEC meeting on the...

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HE'S TRUMPED THE PRESIDENCY RACE

HOW WILL TRUMP IMPACT THE MARKETS? The Brits have Brexited and now the Americans have been witness to the biggest political coup in American history, but what does it all mean? In both cases the result up-ended the polls and most expectations, resulting in heightened...

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SPECIAL VOLUNTARY DISCLOSURE PROGRAMME

By Brian Butchart - Managing Director, Brenthurst Wealth INVESTMENT REPORT - NOVEMBER 2016 - ISSUE 257 Brenthurst Wealth in conjunction with Hogan Lovells recently hosted two seminars, one in Johannesburg and one in Cape Town regarding the Special Voluntary Disclosure...

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MAANDELIKSE MARK VERSLAG – NOVEMBER 2016

INTERNASIONALE MARKTE AMERIKAANSE RENTEKOERS BESLUIT EN AMERIKAANSE VERKIESING DRYF MARKSENTIMENT Internasionale markte het ʼn wisselvallige Oktober beleef en sentiment is deur die tydsberekening van ʼn moontlike rentekoersverhoging in die VSA, die Amerikaanse...

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MONTHLY MARKET UPDATE – NOVEMBER 2016

INTERNATIONAL MARKETS US INTEREST RATE DECISION AND ELECTION DRIVING SENTIMENT It was a mixed performance on global markets in October, with the timing of the next US interest rate hike, the upcoming US presidential election and a drop in sterling taking centre stage....

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WEEK IN REVIEW – 28 OCTOBER 2016

GLOBAL MARKETS GREATER LIKELIHOOD OF RATE HIKE IN USA DEVELOPING Brent crude had another volatile week. In the run up to the OPEC meeting next month, Iraq has said they wish to be exempt from cuts in oil production as this would lower their export revenues...

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WEEK IN REVIEW – 21 OCTOBER 2016

GLOBAL MARKETS EYES ON POSSIBLE DOWNGRADE FOR PORTUGAL IN EUROZONE Emerging market currencies were mixed last week. The central bank of Brazil cut interest rates by 25bps to 14% on the back of falling food prices and warned that further cuts would only take place if...

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WEEK IN REVIEW – 07 October 2016

GLOBAL MARKETS SPECULATION THAT US IS READY FOR RATE HIKE Gold opened the week trading at USD1316/ounce and ended at USD1257/ounce. The 4.42% fall was on the back of media reports surfacing that the ECB will start to taper their asset buying program sooner than the...

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TIME TO COME CLEAN ABOUT OFFSHORE ASSETS

By Brian Butchart – Managing Director The new global standard on Automatic Exchange of Information will enable governments to recover tax revenue lost to non-compliant taxpayers, and will further strengthen international efforts to increase transparency, cooperation,...

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MONTHLY MARKET UPDATE – OCTOBER 2016

INTERNATIONAL MARKETS GLOBAL MARKETS UNDER PRESSURE International markets came under pressure in September and in the US the S&P500 Index retreated 0.1% month on month, while the Dow Jones Industrial Average closed the month 0.5% in the red. The Nasdaq composite...

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MAANDELIKSE MARK VERSLAG – OKTOBER 2016

INTERNASIONALE MARKTE MARKTE ONDER DRUK Internasionale markte was in September onder druk en in die VSA het die S&P500 Indeks die maand 0.1% laer as Augustus afgesluit terwyl die Dow Jones Nywherheidsgemiddeld die maand 0.5% in die rooi afgesluit het. Die Nasdaq...

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WEEK IN REVIEW – 30 SEPTEMBER 2016

GLOBAL MARKETS ANOTHER WEEK OF MIXED NUMBERS FROM MARKETS After the central banks had their say, creating a risk-on environment, markets opened lower last week. Central bank optimism saw the S&P500 index reach weekly highs not seen in more than two months. It was...

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WEEK IN REVIEW – 23 SEPTEMBER 2016

GLOBAL MARKETS GLOBAL CENTRAL BANKS KEEP RATES ON HOLD After much anticipation, the global central banks had their say this week. The Bank of Japan kept rates on hold as expected. However, small changes were made to their quantitative easing program by removing the...

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WEEK IN REVIEW – 16 SEPTEMBER 2016

GLOBAL MARKETS WORLD WAITING FOR CENTRAL BANK POLICY Emerging market currencies on the whole appreciated last week due to a weaker USD. The Brazilian real appreciated 0.76% for the week closing at 3.26/USD while the Polish Zloty traded at PLN3.86/ USD, an appreciation...

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THE END OF THE COMMODITY CYCLE: 5 YRS LATER

By Magnus Heystek - Director and Investment Strategist It is generally accepted that the global commodity cycle, which started in January 2002 on the back of the rise of China as a global economic influence ended in around September 2011. Since then the prices of all...

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WEEK IN REVIEW – 02 SEPTEMBER 2016

GLOBAL MARKETS MIXED ECONOMIC SITUATION AROUND THE GLOBE Cautious sentiment continued into last week after hawkish comments from the Chair of the Board of Governors, Janet Yellen. Reiterating these comments, the Vice Chairman of the Fed, Stanley Fischer, said the...

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MAANDELIKSE MARK VERSLAG – SEPTEMBER 2016

INTERNASIONALE MARKTE GEMENGDE PRESTASIE OP INTERNASIONALE MARKTE Die vooruitsigte vir verskeie markte is steeds nie besonder positief nie en die swakker groei kan erger word. Dit was die kommentaar van die Inter-nasionale Monetêre Fonds (IMF) in ʼn verklaring wat laat...

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MONTHLY MARKET UPDATE – SEPTEMBER 2016

INTERNATIONAL MARKETS WORLD’S LARGEST ECONOMIES PITCH GLOBE IN WORST GROWTH The international outlook remains subdued and the slower growth could get worse. This was the word from the International Monetary Fund (IMF) in a statement released at the end of August ahead...

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WEEK IN REVIEW – 26 AUGUST 2016

GLOBAL MARKETS CAUTIOUS SENTIMENT AROUND THE GLOBE This week began with cautious sentiment weighing on EM currencies and commodities. The rand trad-ed at 14.32/USD for the week, a depreciation of 6.31% while the Brazilian real traded at 3.27/USD (depreciation of...

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INVESTING OFFSHORE WITH NONE OF THE RISK

INTERNATIONAL TITANS BASKET LIMITED By Magnus L Heystek - Certified Financial Planner At BRENTHURST WEALTH one of our roles is identifying new opportunities for investors. We regularly meet with the largest asset managers to review their offerings and where we deem...

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WEEK IN REVIEW – 19 AUGUST 2016

GLOBAL MARKETS US ECONOMIC DATA DISAPPOINTS Global risk appetite was still intact this week, spurred by global central banks’ quantitative easing policies. The S&P 500 Index hit a record high of 2193 while developed market bond yields remained close to record...

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ELECTIONS, THE RAND AND THE SHORT TERM MEMORY

By Brian Butchart – Managing Director There is no doubt the recent municipal elections where the most exciting in years, with the possibility of change and hope for a better future. The ANC has been accustomed to securing over 60% of the electorate voting in it’s...

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WEEK IN REVIEW – 12 AUGUST 2016

GLOBAL MARKETS HUNT FOR HIGHER YIELDS CONTINUES The hunt for higher yielding emerging markets bonds continued over the week, causing emerging market currencies to strengthen and their bond yields to fall. The rand was no exception, ending the week at R13.49/USD (1.83%...

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WEEK IN REVIEW – 05 AUGUST 2016

GLOBAL MARKETS MONETARY STIMULUS DOMINATES SENTIMENT Risk-on sentiment continued to dominate global markets over the week in the wake of further monetary stimulus, with both the Bank of England (BoE) and the Reserve Bank of Australia (RBA) cutting rates. The recent...

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WEEK IN REVIEW – 29 JULY 2016

GLOBAL MARKETS CENTRAL BANK POLICIES TAKE CENTRE STAGE The focus of the week was once again on central banks, with both the Fed and the Bank of Japan (BoJ) reporting on their monetary policy stances. In line with expectations, the Fed kept rates on hold but the BoJ,...

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WEEK IN REVIEW – 22 JULY 2016

GLOBAL MARKETS FLIGHT TO SAVE HAVEN ASSETS SHORT LIVED Risk-off trade dominated global sentiment as markets opened on Monday following an attempted coup in Turkey, which further demonstrated the uncertain geo-political climate in the middle-east. The flight to safe...

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WEEK IN REVIEW – 15 JULY 2016

GLOBAL MARKETS ALL EYES ON NEW UK PRIME MINISTER After the significant sell-off following the Brexit referendum, global markets continued to regain losses over the week with risk-on trades dominating on good numbers out of China and expectations of further monetary...

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MARK & EKONOMIESE VERSLAG – JULIE 2016

BREXIT OORHEERS PLAASLIKE MARKTE Die verrassende uitslag van ‘n referendum in Brittanje om te besluit of die land lid-maatskap van die Europese Unie moet be-hou of prysgee – die ‘verlaat’ stem het gewen op 51.9% teenoor ‘bly’ op 48.1% - het opskrifte oorheers en die...

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WEEK IN REVIEW – 08 JULY 2016

GLOBAL MARKETS BREXIT MARKET TURMOIL CONTINUES Repercussions from Brexit continue to be felt in the markets, as well as on the British political scene. The week saw the pound depreciate even further to 1.29/USD from 1.33/USD at the end of last week. In a continued...

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WEEK IN REVIEW – 01 JULY 2016

GLOBAL MARKETS BREXIT AFTERMATH LINGERING Global markets continued to assess the fall-out from last week’s landmark Brexit vote. Politics in Britain is very much in turmoil as a result, both in the governing Conservative party and in the opposition Labour Party....

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WEEK IN REVIEW – 17 JUNE 2016

GLOBAL MARKETS UK LEANING TOWARDS LEAVING THE EUROZONE Risk-off trade once again dominated the week, largely as a result of fears over Brexit with the referendum date on Thursday 23 June looming closer and further polls indicating that the UK is leaning towards...

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BRENTHURST NEWS FLASH – BREXIT

BREXIT AND YOUR INVESTMENTS "There are decades when nothing happens, and then there are weeks when decades happen." - Vladimir Illyich Ulyanov, alias Lennon THE shock waves which emanated from Britain's surprising decision to leave the European Union last week was...

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WEEK IN REVIEW – 10 JUNE 2016

GLOBAL MARKETS UNCERTAINTY DOMINATES GLOBAL MARKETS Uncertainty once again dominated market performance this past week as investors internalized the weak US payroll numbers and the World Bank further downgraded their forecasts for global growth. In reaction, developed...

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WEEK IN REVIEW – 03 JUNE 2016

GLOBAL MARKETS US JOBS DATA SEEN AS BIGGEST ISSUE OF THE WEEK Market focus for the first week of the month was once again on US payrolls. Following a sequence of relatively hawkish comments from the Fed in recent weeks, expectations for a near term rate hike have been...

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SOUTH AFRICA QUO VADIS? – SEMINAR FEEDBACK

Thank you for attending the Brenthurst Wealth and Moneyweb South Africa Quo Vadis? Seminars, where we explored the current political and economic environment in South Africa and how this affects the investment outlook. The rather dire economic outlook is well...

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MARK & EKONOMIESE VERSLAG – MEI 2016

DOLLAR STYG TOT BESTE VLAK IN TWEE MAANDE INTERNASIONALE MARKTE Die Amerikaanse dollar het in Mei tot van die beste vlakke in twee maande teen ʼn mandjie van geldeenhede verstewig. Europese aandele het gestyg en daar is toenemende kommer oor die ekonomie van Brittanje...

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MARKET & ECONOMIC UPDATE – May 2016

US DOLLAR STRENGTHENS TO NEAR TWO-MONTH HIGHS INTERNATIONAL MARKETS May saw the US dollar strengthen to near two-month highs (against a basket of currencies), while European shares climbed and concerns grew around the UK economy after polls showed those campaigning...

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WEEK IN REVIEW – 27 MAY 2016

GLOBAL MARKETS EQUITY MARKETS RALLY ON POSITIVE SENTIMENT GLOBAL EQUITY MARKETS HAD A STRONG RALLY OVER THE WEEK BASED ON POSITIVE SENTIMENT TOWARDS EMERGING MARKETS AND ESPECIALLY TO THE CONTINUED RISE IN THE OIL PRICE, WHICH BRIEFLY BREACHED 50 USD/BBL DURING THE...

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WEEK IN REVIEW – 20 MAY 2016

GLOBAL MARKETS CHINA’S EXCHANGE RATE STILL CONCERN FOR US GROWTH FOCUS THIS PAST WEEK WAS LARGELY ON THE APRIL FOMC MINUTES RELEASED IN THE US, WHICH SURPRISED THE MARKET BY BEING SLIGHTLY MORE HAWKISH THAN EXPECTED. While the market had been pricing in little chance...

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WEEK IN REVIEW – 6 MAY 2016

GLOBAL MARKETS CONCERN ABOUT SLOW GLOBAL GROWTH AS WE MOVED INTO THE NEW MONTH, FOCUS WAS ONCE AGAIN ON GLOBAL GROWTH WITH THE RELEASE OF MANUFACTURING AS WELL AS US PAYROLL NUMBERS DURING THE WEEK. China and the US released disappointing manufacturing numbers. This...

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WEEK IN REVIEW – 22 APRIL 2016

GLOBAL MARKETS NO BIG CHANGE IN ECB MONETARY POLICY IN LINE WITH EXPECTATIONS, THE ECB DID NOT ANNOUNCE ANY CHANGES AT THEIR MONTHLY MONETARY POLICY REVIEW MEETING. ECB President Draghi did however confirm that the bank had started to implement the new stimulus...

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WEEK IN REVIEW – 15 APRIL 2016

GLOBAL MARKETS SENTIMENT IMPROVES BUT RISKS LOOM POSITIVE GLOBAL SENTIMENT DROVE RISKY ASSETS HIGHER THIS PAST WEEK LARGELY INFLUENCED BY A GROWING CONSENSUS THAT INTEREST RATES WILL REMAIN LOWER FOR LONGER IN THE US AND THAT THE SLOWDOWN IN CHINA MAY NOT BE AS SEVERE...

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WEEK IN REVIEW – 08 APRIL 2016

GLOBAL MARKETS GLOBAL CONCERNS RETURN AFTER A RELATIVELY SOLID MONTH IN MARCH, THE FIRST WEEK OF APRIL SAW A RETURN TO NEGATIVE SENTIMENT AND VOLATILITY, WITH GLOBAL GROWTH CONCERNS ONCE AGAIN BEING AT THE FOREFRONT OF INVESTORS’ MINDS. The change in sentiment comes...

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NAVIGATING TROUBLED INVESTMENT WATERS

Since the first trading day of 2016 it was clear investors are in for a bumpy ride as a multitude of factors impacted investor sentiment and market movements around the globe. Three months into the year the full extent of this bumpy ride and why it requires a cool...

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WEEK IN REVIEW 04 MARCH 2016

GLOBAL MARKETS MANUFACTURING CONTINUES TO SHRINK IN CHINA Boosted by the PBoC announcing a 50bps cut in the reserve requirement ratio and the increased likelihood of further policy easing by the ECB, global sentiment has improved which saw EM markets and currencies...

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BEGROTINGSREDE 2016: IS ‘N AFGRADERING NOG OPPAD?

PLAASLIKE MARKTE Ongelukkig het 29 Februarie, die ekstra handelsdag van die skrikkeljaar, geen positiewe impak op plaaslike markte gehad nie aangesien die meeste in die rooi gesluit het as gevolg van verliese gely deur banke en aandele in die finansiële sektor. Die...

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BUDGET SPEECH 2016: RATINGS DOWNGRADE STILL TO COME?

LOCAL MARKETS Unfortunately February 29th, the extra calendar day of trading this leap year, did not have any positive significance for the local markets as most closed in the red, led by losses in banking and financial sector stocks. The JSE All Share Index...

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WEEK IN REVIEW – 26 FEBRUARY 2016

GLOBAL MARKETS DOUBTS OVER STRENGTH OF EUROZONE RECOVERY THERE HAVE BEEN SOME INTERESTING STATS FLOATING AROUND: - USD 12.3tn of assets have been purchased by global central banks in the past eight years - USD 8.3tn of global government debt is currently yielding 0%...

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RETIREMENT THINK YOU HAVE ENOUGH – THINK AGAIN?

By Brian Butchart CFP® - Managing Director of Brenthurst Wealth Everything we believe about retirement is fast becoming outdated. This is especially true regarding retirement savings and even wealthier retirees are likely to struggle if expenses are not carefully...

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WEEK IN REVIEW – 12 FEBRUARY 2016

GLOBAL MARKETS MARKETS END THE WEEK IN THE RED Markets remain extremely nervous about the outlook for the global economy. This past week saw even further decreases in developed bond yields, the US 10yr reaching a low of 1.54% and the Japanese 10yr temporarily moving...

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RECESSION FEARS LOOM FOR SOUTH AFRICAN ECONOMY

LOCAL MARKETS The JSE All Share Index regained 3% the last week of January 2016, and closed on 49,141.94 – a spectacular recovery from what has been an eventful month for both local and global markets. Although it is not news that South Africa’s economy is...

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WEEK IN REVIEW – 05 FEBRUARY 2016

GLOBAL MARKETS MARKETS STRENGTHENED ACROSS THE BOARD Central bank intervention continues to dominate market performance as expectations of further monetary easing and/or weak growth influence sentiment. We have recently witnessed comments by both the ECB and the BoJ...

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SUID AFRIKA STAAR RESESSIE IN DIE GESIG

FEBRUARIE 2016 PLAASLIKE MARKTE Die JSE Indeks van Alle Aandele versterk in die laaste week van Januarie 2016 met 3% en sluit op 49,141.94 – ’n ongelooflike herstel aan die einde van ’n veelbewoë maand vir plaaslike en wêreldmarkte. Almal is maar te bewus daarvan dat...

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RECESSION FEARS LOOM FOR SOUTH AFRICAN ECONOMY

MARKET & ECONOMIC UPDATE, FEBRUARY 2016 LOCAL MARKETS The JSE All Share Index regained 3% the last week of January 2016, and closed on 49,141.94 – a spectacular recovery from what has been an eventful month for both local and global markets. Although it is not...

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WEEK IN REVIEW – 29 JANUARY 2016

GLOBAL MARKETS SENTIMENT IMPROVES The upturn in global sentiment seems to have continued this week, with markets strengthening across the board after a tough start to the 2016 year. Oil prices have also risen from their twelve year lows, largely owing to rumours that...

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Week in Review, 22 January 2016

GLOBAL MARKETS MOST MARKETS STILL IN THE RED The past week has been a very turbulent time for the markets, with many global benchmarks experiencing significant corrections, down over 10% since their previous highs. Although recovering somewhat towards the end of the...

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Week In Review

GLOBAL MARKETS It has certainly been a volatile start to the 2016 year. In contrast to the so called January effect, which refers to the tendency of stocks to rally in January, many markets are already off to a negative start with concerns over the global environment...

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2019
 

Junk status – what it means and what investors should know

3 December 2019 Renee Eagar

More tsunami waves rolling in… Protect your wealth now

21 November 2019  Magnus Heystek

Why is income protection cover necessary?

20 November 2019  Andre Basson

Effective estate planning to limit estate duty

26 August 2019  Suzean Haumann

Stay invested: guessing market movements costs you

26 August 2019  Marise Smit

Offshore investing … let’s get practical

17 October 2019  Renee Eagar

Consider your options, as the state eyes your pension

10 October 2019  Brian Butchart

No will in place? It will have consequences

18 September 2019  Sonia du Plessis

Reg 28: how limited offshore allocation affects returns

12 September 2019  Suzean Haumann

What is the guarantee in a guaranteed product?

10 September 2019  Renee Eagar

The JSE is cheap … so what?

5 September 2019  Andre Basson

Create a financial plan … and act on it

26 August 2019  Andre Basson

 

How to invest in volatile times

20 August 2019   Johan Burger

 

Facts and fiction about retirement

31 July 2019  Marise Smit

Do I still pay my RA advisor’s fees if he’s no longer practising?

29 July 2019  Sonia du Plessis

Investor appetite for sustainable investment is paying off

25 July 2019  Sonia du Plessis

Trusted partnerships deliver results

22 July 2019  Brian Butchart

Using a trust effectively

15 July 2019  Sonia du Plessis

Navigating the world of offshore investments

10 July 2019  Renee Eagar

The frugal life is the safest road to wealth

5 July 2019 Mags Heystek

The importance of the choice of investment vehicle

7 June 2019  Johan Burger

Does the JSE offer compelling value? 

22 May 2019 Andre Basson

What exactly is power of attorney?

17 May 2019 Suzean Haumann

The debt dilemma: pay or invest?

15 May 2019 Marise Smit

New Brenthurst Global Equity fund shows its mettle

5 May 2019 Brian Butchart

Facts and fallacies of investment

2 May 2019 Sonia du Plessis

Assets must be diversified

29 April 2019 Mags Heystek

How to navigate the many investment vehicles

15 April 2019  Sonia du Plessis

A new option for retirement … the hybrid annuity

It’s a life (or guaranteed) annuity inside a living annuity.

11 April 2019 Suzean Haumann

Offshore investments: what you need to know

3 April 2019  Johan Burger

Why it’s important to understand your risk tolerance when investing

27 March 2019 Renee Eagar

Mauritius may be the ideal Plan B

20 March 2019 Gavin Butchart 

The legacy debate: living vs guaranteed annuity

12 March 2019 Marise Smit 

Retirement annuities are not the only option

7 March 2019 Andre Basson

Have a budget in retirement, or you’ll outlast your money

28 February 2019 Mags Heystek  

Investing 101: here’s how – Moneyweb

27 February 2019 Suzean Haumann  

How to get the taxman to fund your offshore investment

19 February 2019 Magnus Heystek

A light still flickering at the end of the tax tunnel

18 February 2019 Gavin Butchart  

Think carefully before selecting Section 12J schemes as an investment

14 February 2019 Brian Butchart  

How do I invest for more income?

8 February 2019 Sonia Du Plessis  

Can I use tracker funds as part of a living annuity portfolio? 

17 January 2019 Andre Basson  

 

2018
 

Magnus Heystek How to plan for a dreadful retirement 22 October 2018
Magnus Heystek  Who do you believe: The salesman or the analyst? 25 September 2018
Andre Basson This building block is a key part of any financial plan 20 September 2018
Magnus Heystek South Africa: A country where honesty is a scarce commodity 11 September 2018
Mags Heystek The importance of committing to a plan, and sticking to it 7 September 2018
Magnus Heystek Nightmare on Maude Street 23 August 2018
Expropriation without compensation – it will be ordinary investors who pay the price, says the author. Picture: Shutterstock Magnus Heystek Don’t say you haven’t been warned  6 August 2018
Picture: Shutterstock Suzean Haumann Women, it’s time to take charge 3 August 2018
Brian Butchart What would the executor’s fee be on a loan to my children? 22 July 2018
Trevor Manuel, who was finance minister from 1996 to 2009 and also served briefly in the presidency of the Zuma administration until 2014, is now calling the Zuma presidency 'a total disaster'. Picture: Moneyweb Magnus Heystek The Zuma disaster: What took you so long, Trevor? – Moneyweb 21 May 2018
Whether an offer to purchase was signed before or after the VAT increase will affect the parties involved. Picture: Shutterstock Magnus Heystek How will increased VAT affect your property purchases? – Moneyweb 20 May 2018
A cycling trip through the Karoo is to be recommended, says the author. Picture: Shutterstock Magnus Heystek Don’t trust retirement advice from anyone under 65 – Moneyweb 29 April 2018
Brian Butchart Six important tips for estate planning success 20 April 2018
If government continues with land expropriation, SA will become the first modern country to take this regressive step, which has not succeeded elsewhere. Picture: Shutterstock Magnus Heystek Only the paranoid survive – Moneyweb   20 March 2018
Will the value of the Ferrari California outperform that of a portfolio investment? Picture: Bloomberg Magnus Heystek   The advisor who sold his Ferrari – Moneyweb 07 March 2018
Zimbali Coastal Estate is located on Durban's Dolphin Coast. Estates like Zimbali are likely to benefit from the relocation trend. Picture: Supplied Magnus Heystek  Residential property: A 10-year bear market – Moneyweb 19 February 2018
Brian Butchart Offshore transaction: does the money have to come back to SA? 14 February 2018
Investment returns over the long term are not only determined by currency weakness/strengths, writes Magnus Heystek. Picture: Shutterstock Magnus Heystek   Good grief, look what the rand is doing… – Moneyweb  05 February 2018
Former Steinhoff Africa Retail (Star) CEO Ben la Grange and CEO of the JSE Nicky Newton-King at the listing of Star in 2017. Picture: Moneyweb Magnus Heystek Naspers and Steinhoff: Why I won’t invest in the JSE Top 40 03 January 2018

 

 

 

 

2017

 

2016
2015

JOHANNESBURG

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SANDTON

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Suite 02, Ground Floor
Daisy Street Office Park
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PRETORIA

ERASMUSKLOOF

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Block E
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CAPE TOWN

WATERFRONT

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Unit 120, East Wing
The Yacht Club
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Foreshore

CAPE TOWN

CLAREMONT

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Suite 518
Protea Place
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Claremont

BELLVILLE

TYGERVALLEY

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Stellenbosch

CENTRAL

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Unit 3
La Gratitude
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Stellenbosch

Paarl

VAL DE VIE

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Polo Village Office A309
Val de Vie Boulevard
Val de Vie Estate
Paarl

Mauritius

BAMBOUS

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Suite 1D
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Bambous

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