Recently, there have been claims that South Africa’s inter-regional “semi-gration” rate may have slowed, or even reversed. While good data in this regard is lacking, I suspect that there may be some truth in such claims. But the drivers are more likely cyclical, and short term in duration.

Head of Equities, Justin Floor and Fund Manager, Dirk Jooste at PSG Asset Management believe that the equity market is being priced at historically low valuation multiples, and in some cases, companies are acutely undervalued relative to their prospects for growth and shareholder return.

When investing offshore and acquiring foreign residency individuals need to take complex and ever-changing legislation into consideration. There are several pitfalls one can encounter which can significantly delay the processes of establishing yourself or your business in a new jurisdiction.

In an investment note, Old Mutual Wealth Investment Strategist, Izak Odendaal discusses how the state of the economy and the bond market influences the Budget.

Investing, by its very nature, requires that managers take on some form of risk. However, risk is a complex concept, and how it is defined can impact the decisions fund managers make. PSG Asset Management’s Head of Equities, Justin Floor and Co-CIO John Gilchrist believe the most crucial risk for most clients is not meeting their return objectives over the long term

Each year Schroders’ team of economists helps investors take a truly long-term view with 30-year return forecasts for a range of asset classes around the world. These forecasts are unique because they include the effect of climate change, which is added on top of a set of building blocks to produce our estimates.