Index investing (another name for passive investing) is an investment strategy which aims to replicate the performance of a particular index.
Active vs passive investing uncovered
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Investments
Take a look at our latest articles listed below.
Annual bonus – what spending it is REALLY costing you
Why save your annual bonus? Where’s the harm in spending it this time and saving next year’s annual bonus instead?
Are South African shares really local investments?
Companies listed on the JSE that derive the bulk of their earnings offshore might give you more exposure to offshore markets than you think.
Investment Scams in South Africa
Investment scams continue to plague South African investors. From Ponzi schemes to high-risk cryptocurrency frauds, discover how to spot red flags and protect yourself from financial loss.
Major Events of 2024: Financial Implications of the Year in Review
2024 saw significant political, economic, and global events shaping South Africa’s financial outlook. This review highlights the key changes and their impact on the market.
South Africa’s Financial Market Recovery 2024 – an Overview
South Africa’s financial markets saw a significant recovery in 2024, fueled by a historic Government of National Unity and stable electricity supply. The JSE All Share Index returned 18.61%, the rand strengthened, and retirement funds performed impressively. Discover how these changes can benefit your investment and retirement strategies.
South Africa’s Two-pot System: Post-implementation Effects 2024
South Africa’s two-pot retirement system, launched in September 2024, has reshaped retirement planning by balancing short-term financial flexibility with long-term security. Early results show R35 billion in withdrawals, boosting consumer spending and SARS revenue. However, over-reliance on savings pot withdrawals risks long-term retirement goals.
US Election results: what are the implications for South Africa’s investment planning?
The 2024 US election results brought sweeping Republican victories, leading to significant policy shifts that could impact South Africa’s investment landscape. With changes in tariffs, reduced regulations, and a strengthening US dollar, understanding these dynamics is crucial for informed financial planning.
Two-pot system has much to give today, but can also take from tomorrow
In his Business Day article, Jonathan Botha CFP® considers the initial effect the introduction of the two-pot system has had on South Africans and explains why he believes it has the potential to foster stronger retirement readiness across South Africa.
JSE delistings raise concentration risks
In this Business Day article, Jonathan Botha CFP®, looks at why the number of listings on the JSE, Africa’s largest stock market, halved over the past 20 years.
