Navigating portfolio strategy in a volatile tariff environment
The first few months of President Trump’s second term have been a whirlwind of aggressive policymaking, with sweeping executive actions reshaping both the U.S. economic outlook and global investor sentiment. Key pillars of this new agenda include tightened immigration enforcement, national security, reducing trade deficits and ambitious tax reform proposals. While immigration changes may have […]
Islamic Finance the key to redistributing of wealth
March 2025 has brought upon us the auspicious month of Ramadan 1446, where Muslims strive not only for spiritual development, but also for an opportunity to reflect on the importance of giving and managing one’s finances in a socially responsible manner. With zakāh (giving of charity) being the third pillar of Islam, it is incumbent […]
Monthly financial markets outlook | March 2025
Developed markets faced a downturn in February amid tariff concerns, persistent inflation, and soft economic data. The MSCI World Index declined 0.81% in dollar terms, largely driven by US loss of 1.69% as policy uncertainty and weak economic data weighed on sentiment. In contrast, European equities outperformed, with the MSCI Europe ex-UK rising 3.66%, supported […]
Boeka innie Bo-Kaap with 27four
On the 8th March 2025, 27four hosted the annual Boeka in Wale and Rose Street in Bo-Kaap. This event has become a calendar highlight in Bo-Kaap and a catalyst for other communities to follow suit and hold similar mass iftaar’s in their respective communities. This year’s event was no different, bringing together people from diverse […]
From University to Asset Management: Closing the Gender Gap [DEI in Focus Series, February Edition]
Introduction Gender equity in asset management remains a pressing issue, mirroring broader challenges in workplace diversity. A key factor shaping workforce representation is the transition from higher education to employment. This research examines the gender distribution of students and graduates at South African universities and compares it to the representation of women in the asset […]
Reminder: Top-up your Retirement Annuity and Tax-Free Savings Accounts before 28 February 2025
The tax year end is approaching, and time is running out for you to top-up your retirement fund and tax-free savings accounts. This serves as a reminder for you to top-up before 28 February 2025 to take full advantage of the tax incentives provided by the government. You may be thinking, why should I be […]
Monthly financial markets outlook | February 2025
Despite some volatility driven by trade concerns at the start of Trump’s presidency, and the launch of DeepSeek, January marked a strong start to the year for both domestic and global financial markets. A strong start to U.S. corporate earnings, combined with upbeat leading economic data and the continued easing of financial conditions amid the […]
Investing in your retirement!
The 2025 tax year-end is nearing on the 28th of February, and now would be ideal time to review your retirement funds and take full advantage of the tax incentives provided by the government. By topping up your retirement fund, you can reduce your tax liability and improve your nest egg at retirement. There are […]
βeta Solutions Quarterly Style Analysis – Q4 2024
2024 was a unique year when considering the SA equity market, with the key focus being on sentiment. A key driver that has been the subject of much debate and discussion is the ‘somewhat’ expected outcome of the GNU. Yes, it was the path of least resistance and made the most sense, yet it’s impact […]