Money, Markets and Masterminds
The podcast where we unravel the intricacies of investment, explore the ever-changing market, and tap into the wisdom of the masterminds who shape them both.
Alexforbes addresses several misconceptions around the upcoming two-POT retirement system
The two-pot retirement fund system is the most significant reform that the local pension fund industry has seen in recent years.Besides getting a handle on the legal changes — including the Revenue Laws Amendment Bill and the Pension Laws Amendment Bill —each private and public fund will also have to…
Trustees need to ensure that members have access to financial advice
In this episode, we delve into the essential topic of default regulations and their impact on investors and retirees. We'll explore the significance of these regulations for investment portfolios, the crucial roles of trustees and financial advisers and the strategic setup of the Investment Policy Statement. Discover how these regulations,…
The rise in JSE company delistings has elevated investor concerns
The South Africa of 1995 was a very different place. The country was basking in the glow of its first democratic elections the year before. We won the Rugby World Cup for the first time and DStv had just launched.The Johannesburg Stock Exchange also looked vastly different. At the time, 600…
Probate challenges and estate planning complexities
Many South African investors are seeking offshore opportunities, whether for diversification purposes or a currency hedge, or due to an economic or a political agenda.However, a recurring, underlying problem in such decisions is that most individuals don’t realise how their foreign investments may impact their estate on death.Offshore probate refers…
From past to present – the role of CPD in shaping financial, legal and tax advice
Welcome to Money, Markets, and Masterminds,’ a Citywire South Africa podcast that delves into the intricate world of finance, investment and strategic decision-making.In this episode, we explore the captivating journey of continuous professional development (CPD) in South Africa, with a specific focus on its impact within the tax advisory landscape.In…
Unveiling the lasting value of brokers – insights from the funeral industry
Insurance brokers still play a vital role in the financial services industry in providing product expertise, access to markets, claims assistance and regulatory compliance support.Despite technological advancements and alternative distribution channels, brokers continue to serve very specific needs in the value chain.In this episode we are talking specifically about the…
How open are African pension funds to offshore allocations?
As the global economy evolves, so do the strategies of institutional investors, including pension funds. With an aim to diversify their portfolios and optimise returns, many retirement funds across the continent are increasingly looking towards offshore investments. But I wanted to find out what exactly the trends are and what…
Prescribed assets - The potential erosion of investor choice and misallocation of capital
Welcome to 'Money, Markets, and Masterminds,' - a Citywire South Africa podcast - that delves into the intricate world of finance, investment, and strategic decision-making. If you're a fund selector or an independent financial adviser, looking for insights, analysis, and expert opinions to enhance your perspective, you're in the right…
ASISA’s refreshed approach to the 2023 hedge funds statistics
On Tuesday I was invited to attend a media conference at the Association for Savings and Investment South Africa (ASISA), where the organisation introduced its Transformation Report, amongst other things. It detailed the progress made by ASISA members between 2018 and 2022 and revealed that both life offices and asset managers…
Understanding the tax implications of the SA's two-pot retirement system
"Welcome to 'Money, Markets, and Masterminds,' - a Citywire South Africa podcast - that delves into the intricate world of finance, investment, and strategic decision-making. If you're a fund selector or an independent financial adviser, looking for insights, analysis, and expert opinions to enhance your perspective, you're in the right…
How government policies will affect taxpayers and their advisers
‘Welcome to ‘Money, Markets, and Masterminds,’ – a Citywire South Africa podcast – that delves into the intricate world of finance, investment and strategic decision-making.If you’re a fund selector or an independent financial adviser looking for insights, analysis and expert opinions to enhance your perspective, you’re in the right place,…
A PMs view of the mining industry's balance sheet and how gold has proved most resilient
Welcome to 'Money, Markets, and Masterminds' - Citywire South Africa's inaugural podcast - that delves into the intricate world of finance, investment, and strategic decision-making.