Saturday, December 28, 2024

GHOST STORIES #52: Beating Money Dysmorphia

To close out the year, René Basson of Satrix made her debut on Ghost Stories for a fascinating conversation on the topic of money dysmorphia. This is a mismatch between financial behaviour and financial means - and yes, it can work in both directions i.e. whether you have plenty of money or not enough!

GHOST STORIES #50: Get to know the Satrix Global Balanced Fund of Funds ETF

The Satrix Global Balanced Fund of Funds ETF aims to provide local investors with optimally diversified exposure to a global basket of indices representing different asset classes. This is a low-cost, easy way to invest in a mix of equities, bonds, infrastructure, property, credit and cash assets.

How SA investors can hedge against hackers

Recent Southern African Fraud Prevention Service statistics paint a concerning picture, reporting a 32% increase in fraud incidents and a staggering 54% rise in...

GHOST STORIES #49: Shari’ah-compliant Investing (with Yusuf Wadee of Satrix)

Shari'ah-compliant investing in South Africa just got a major boost with the listing of the Satrix MSCI World Islamic ETF on the JSE in October. Yusuf Wadee joins me to unpack this fund and the fascinating Shari'ah principles in general.

Don’t wait until 2025 for your financial goals

As October (which also happens to be Financial Planning Month) draws to a close, it's easy to just write off the rest of this year and promise yourself that you'll start in January. Instead, this is the time to plan and build momentum.

GHOST STORIES: Does Factor Investing Work?

Factor investing takes ETFs to the next level. Instead of tracking a stock index (like the JSE Top 40), these ETFs have a set of rules based on investment fundamentals like valuation multiples or even levels of debt. The sky is the limit with the creativity that goes into these factors, but do they actually work?

SATRIX: Key market themes locally and abroad

There are many sources of risk that might concern investors currently – making the case for diversification as strong today as it ever was. Satrix highlights some of these risks and the opportunities they present.

Index-tracking balances costs and returns in high-fee markets

Satrix explains the benefits of index tracking and how it balances costs and returns for investors.

Declutter and Spring-Clean Your Portfolio

Spring is the time of year to clean out those cupboards and figure out what you don't need anymore. Your portfolio is no different, as discussed in this piece by Satrix.

Unlocking the true value of Tax-Free Savings Accounts for South Africans

Duma Mxenge of Satrix provides a number of excellent reasons why TFSAs should be a cornerstone of saving strategies for South Africans. He also makes the very important point that they should be for investing, not saving.

Offshore Equity Markets Soar: A Strong First Half of 2024

Although everyone is talking about this market sell-off and where it could go, the build-up to the volatility in the markets was a strong first half of the year. Siyabulela Nomoyi of Satrix reminds us of the journey the markets took us on for the first six months of 2024.
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