When evaluating investments, it is often difficult to consider which of the vast number of possible solutions is the best one to suit your needs.
As usual, the answer lies in the detail. We have done an analysis which compares unit trusts and segregated portfolios. We have listed key differences between the two in order to provide key details which will facilitate the determination of which approach best suits your situation.

When volatility rears its head in the market and investors become nervous, one cannot help but wonder if it might be better to exit the market and wait for things to settle down before participating again.
This month, we investigated whether there is any benefit to selling out and sitting on the side-lines when markets take a turn for the worse.

At Pyxis Investment Management we continuously scrutinise our strategies and work at incorporating new information into our investment views, where the situation has changed or new information has become available. Although we are not active traders, but rather long-term investment managers, we are active thinkers and attempt to pre-empt scenarios – no matter how far fetched they may appear.

Tensions between Ukraine and Russia are at their highest in years. As talks between the nations involved continue, it is important to stay abreast of developments and monitor these, as well as any additional implications which may affect global economies.

Heinrich van der Merwe, CA(SA), summarises the research process and the resulting implementation with regards to property, specifically SA REITs.

News headlines over the past month have been focused on China’s clampdown on big tech firms and the larger implications for international investors. With Naspers and Prosus being such a large part of our local exchange, and the majority of their value being derived from Chinese tech company Tencent, Ashley Pedlar, CFA, discusses why it is important to understand how this could potentially impact South African investors.

Afrimat, with its main business and core competence in open pit mining, has been listed on the ‘Construction and Materials’ sector of the JSE Main Board since 2006. Heinrich van der Merwe, CA(SA) discusses the Group and what he believes is an attractive business case within the Bulk commodities segment.

A brief overview of the matrimonial property regimes in South Africa and the unforeseen consequences they have on your estate. Whether you are young and considering marriage, or you have already made the commitment, it is important to plan ahead to deal with any unforeseen issues you may be faced with in advance.

We delve into the controversial world of digital assets, in particular NFTs. Are you aware of the ownership rights attached to NFTs and the potential implications these assets have on your estate for tax and exchange control purposes? In the fifth part of our estate planning series we provide a simple description of NFTs and provide you with insight as to the implications these assets have on your estate.

What is the real benefit of an offshore trust and is it worthwhile to go through the effort of establishing one? In the fourth part of our estate planning review series, we’re taking a look at the basics of an offshore trust, its management and its benefits.