Victoria Reuvers, Managing Director at Morningstar Investment Management unpacks the changes she has seen this past year, where Morningstar is seeing opportunities on the investment front, how they have positioned portfolios for the year ahead, and what investors need to remind themselves of going into 2025.

Maarten Ackerman, Chief Economist at Citadel Investment Services, comments on South Africa’s Q3 2024 Gross Domestic Product (GDP) Data announced yesterday by StatsSA.

As 2024 draws to a close, dubbed the "year of elections" with 66 national polls worldwide, two pivotal events stand out for South African investors: the May local elections and the recent U.S. presidential election. Ané Craig, Assistant Fund Manager at PSG Asset Management, highlights the implications of these events, particularly Donald Trump’s return to the White House and its ripple effects across global markets

The interconnected nature of global economies means political decisions, fiscal strategies, and monetary policies continue to ripple across markets. The 2024 US election, the UK’s latest budget, and upcoming central bank meetings collectively paint a complex picture for the road ahead.

Steven Amey of Ashburton Investments highlights why South Africa remains an attractive investment destination despite challenges, citing strong local equity performance, positive economic developments, and long-term opportunities, while emphasizing the importance of sound financial advice.

Investing offshore has long been a strategy of choice for high-net-worth individuals seeking to diversify their portfolios, capitalise on favourable tax treatments, and leverage unique estate planning options.