Market Update: Expect the Unexpected in 2025 – And Plan for it

Investor anxiety set in late last year and has continued into early January, with both local and global uncertainties creating an environment that’s ripe for volatility.

Economic and Market Overview -January 2025

An Economic and Market overview of December 2024 from Analytics Consulting.

Evolving Wealth Part 2: Millennials, a Fresh Take on Values, Habits, and Aspirations

Millennials are typically defined as those born between 1981 and 1996, meaning they’re currently aged 28-43. So, if you’re within this range (or you know someone who is), read on to discover what might drive your spending habits, career decisions, and investment approaches. While everyone is unique, some key trends

Market Update: The Good, Bad and Ugly of Trump’s Return

While initial enthusiasm surrounding Trump’s likely market-friendly economic policies drove the S&P 500 index above 6,000 points for the first time, investors are now carefully weighing the opportunities and risks ahead.

When Investing, Focus on What You Can Control

It’s easy as an investor to get swept up by market trends: which stocks or funds are outperforming, and where the rand is going. Yet, these are all things that are beyond your control.

Burgernomics: Decoding Currency Values with the Big Mac Index

The Big Mac Index, created by Pam Woodhall and first published in The Economist in 1986, offers an easily digestible way (pun intended) to assess currency values and the purchasing power parity (PPP) between countries. Comparing the price of a McDonald’s Big Mac in different currencies gives a basic snapshot

Economic and Market Overview – December 2024

An Economic and Market overview of November 2024 from Analytics Consulting.

Economic and Market Overview – November 2024

An Economic and Market overview of October 2024 from Analytics Consulting.

Market Update: Reasons for SA Investors to Be Hopeful?

It’s the countdown to the US elections and stock markets have come off the boil, as investors anticipate the volatility that will surely surround the elections. As always, South Africa is likely to get swept up in the ups and downs. But there are several reasons to be hopeful for

Evolving Wealth Part 1: Gen Z, Trailblazers of the Digital Investment Era

Life’s tragedy is that we get old too soon and wise too late.” (Benjamin Franklin) Welcome to the first in a series of articles exploring how different generations approach investing. And where better to begin than with the freshest and most dynamic group: Gen Z? This generation is not just

Why the Rand Shouldn’t Be Your Main Reason for Investing Offshore

South Africans tend to fixate on the performance of the rand. We’ve all become used to our currency losing value. Can you believe that 20 years ago we were paying R5 to the dollar? Little wonder, then, that many investors believe this trend is the main reason for investing offshore.

6 Winning Strategies That Top Investors and Elite Endurance Athletes Share

A recent survey from the US reveals that people who do endurance sport as a hobby earn three times more than the average person. Surprising? Initially, perhaps. But when you look closer, the traits that fuel success on the trail often mirror those that drive wealth building. Read on for

Economic and Market Overview – October 2024

An Economic and Market overview of September 2024 from Analytics Consulting.

How Rand-Cost Averaging Could Help You

If timing the market was easy, we’d all be billionaires. But even investment professionals struggle with knowing when to buy and when to sell. Rand-Cost Averaging offers a solution that allows you to easily navigate uncertain markets by automating regular investments. We’ll unpack the concept (it’s actually rather simple) and

Market Update: US Election Is Too Close To Call, so Expect Market Volatility

It’s still a coin toss when it comes to predicting the US election outcome – and financial markets don’t like unpredictability. You can expect election-based volatility in the run up to the US elections and immediately after that. The bottom line? Investors should focus on the long term and ride

From Vows to Verdicts: What Happens to Your Will After Divorce?

Divorce is a significant life event that changes everything – including what happens to your possessions when you pass away. While it may not be the first thing on your mind, reviewing your will after a divorce is the only way to ensure that your wishes are recognised and that

With Gold at Record Highs, Should You be Investing?

Many South African investors have a strong affinity for gold. And the recent gains in the gold price have also got a lot of people excited. Gold has never looked this good. But it’s important to understand that while gold itself is easy to understand, there is a lot to

Why You Should Keep Your Investment Strategy to Yourself

Everybody knows somebody who’s always eager to talk about their latest, best investment. But is it a good idea to share your investment strategy at your book club or around the braai? In this article, we look at why discussing your financial plan with others runs the risk of being

Market Update: Christmas in September if Rates Come Down as Expected

Stock markets ended the month on a high note as the likelihood of September rate cuts in the US and SA increased substantially. A US rate cut is more of a certainty than a South African one, and geopolitics could change the picture. However, there is still cause for cautious

Aligning Your “Wheel of Life” – A Beginner’s Guide

As your wheel of life turns, your financial needs, goals and focuses change. In the early years, you’re absorbed by accumulating assets. Then, the focus shifts to wealth preservation. And eventually, the transfer of wealth becomes your number one priority. No surprise, then, that each of these stages requires its

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