In this week’s instalment of the Investment Note, Old Mutual Wealth Investment Strategist Izak Odendaal discusses US Fed cycles.

Daniel Dos Passos, Portfolio Manager with FNB ETFs (Exchange Traded Funds), shares his insights on the skill set it takes to be a successful asset manager, whether active or passive.

It is important to consider the long cyclical nature of the energy transition, across conventional and renewable energy, as they both play a crucial role in providing energy security, stability, and low-cost energy.

Many South Africans are taking advantage of Section 12BA of the Income Tax Act which offers a 125% SARS-approved tax deduction. However, some investors have learned the hard way that it is imperative for the fund manager to deploy all capital into new green energy investments in the year in which they invest.

Schroders specialists discuss how different asset classes might perform once interest rates begin to fall – and highlight the risks of remaining on the sidelines in cash.

Fundamentally the two human emotions that influence investors when they are considering selling a stock are greed and fear. However, Wendy Myers, Head of Securities at PSG Wealth says selling stocks is a necessary part of your investment journey and there are right and wrong reasons for doing so.