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Has your investment risk and trust changed?

With investment markets still appearing risky, now more than ever, investors need to trust their investment manager. We look at risk perception and offer some advice on how to trust your investment manager.

WATCH: Investonline webinar – 9 October 2020

Please click here to watch our webinar recorded on the 09th of October 2020. We get an update on the outlook of the offshore & local investment markets, presented by Hywel George (Old Mutual). We also get practical advice on offshore investing from Etienne Bosch (Old Mutual International).

Investonline 4th Quarter Investment Outlook

Uncertainty prevails unabated everywhere and continues to make the investment outlook very challenging. We address these many challenges in our 4th quarter outlook and share our views on how best to navigate these uncertain times.

Investonline Webinar | 9 October

Developments in investment markets during the year require a high level of scrutiny of risk/reward considerations more so than ever. Investonline invites you to join our Webinar to learn first-hand what leading investment managers are considering most relevant when looking at offshore and local investments. Our Webinar welcomes Old Mutual’s Director of Investments, Hywel George, who will share his group’s outlook on global and local markets. Hywel will be joined by Etienne Bosch, Old Mutual’s offshore specialist who will inform webinar participants on the most efficient and effective ways to invest offshore.

Return risks for retired investors

Given volatile investment markets that have been exacerbated by the Coronavirus pandemic, it is important that we address the issue of “sequence of returns risk”. This is the long-term negative effect on retired investors if retirement capital declines soon after you retire.

Temper your investment return expectations

With the economic fallout from the Coronavirus leading to significantly lower interest rates and inflation worldwide, we need to temper our investment return expectations. We review a recent investor survey and look at realistic future investment returns.

Retrenchment and Retirement updated rules

During these challenging economic times, there is an increased number of individuals choosing to retire and companies electing to offer voluntary or involuntary retrenchment packages to their employees. This raises questions around the latest retirement and retrenchment rules and the tax consequences of retirement and severance payments. We provide a summary below of the latest…

South Africa’s economy is in trouble – look offshore

For the last five years, this is the investment newsletter that I have been dreading to write. But one needs to face facts and reality. The Coronavirus has fast forwarded SA to a point of bankruptcy and has confirmed the Government’s inability to manage the country effectively. More than ever, it is necessary to reassess how your investments are positioned in the current environment of low SA interest rates and declining global economic growth. Please read our 3rd quarter 2020 Market outlook.

See what the big Investment managers are thinking

In these crazy times of so much uncertainty, it is interesting to understand what the big investment managers are thinking. Although we do not necessarily share their views, we provide a summary of Allan Gray, Coronation and Ninety One’s (formerly Investec) current investment views.

Surviving stressful financial times

As most of us think about surviving the Coronavirus pandemic, by maintaining our health and our financial wellbeing,
we share some important points that should assist you during these stressful financial times.

Does your money work for you?

Calculate your optimal investment needs

Calculate my income in retirement
Calculate how much to save for retirement
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What is your life expectancy?
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What is the total of your current retirement savings?
How old are you?
At what age do you want to retire?
What is your current monthly income?
What percentage of your current income will you require at retirement?
How much have you already saved for retirement?
How much can you contribute per month?
By how much can you increase your monthly contributions per year?

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Does your money work for you?

Calculate your optimal investment needs

Calculate my income in retirement
Calculate how much to save for retirement
How old are you?
How old are you?
What is your life expectancy?
What monthly income (pre-tax) do you currently require?
What is the total of your current retirement savings?
How old are you?
At what age do you want to retire?
What is your current monthly income?
What percentage of your current income will you require at retirement?
How much have you already saved for retirement?
How much can you contribute per month?
By how much can you increase your monthly contributions per year?