Think Tank

Welcome to the Pioneer Wealth Managers Think Tank.

15 Apr Legae Securities: Investors Monthly | April 2015

Read the March 2015 edition below or download the full newsletter HERE. “Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.” Paul Samuelson We briefly review SA equity market performance for March 2015 as well as...

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15 Apr Monthly outlook on global financial markets

Financial Markets Despite a restrained end to the first quarter, local equity markets continued into 2015 where they left off in 2014 delivering a more than respectable return of 5.85% for the first quarter. Returns during March were ultimately plagued by growing concern over Federal Reserve...

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04 Mar Legae Securities: Investors Monthly | March 2015

Pioneer Wealth Managers will continue to provide you access to the monthly newsletter provided by stock broking firm Legae Securities. Read the March 2015 edition below or download the full newsletter HERE. “There are two types of forecasters. Those that know they are wrong and those that don’t...

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04 Mar Budget Speech Review

Tony Davey takes an in-depth look at the Budget speech delivered by Finance Minister Nhlanhla Nene on the 25th of February 2015. The maximum marginal rate for natural persons has been increased by one percentage point to 41% (previously 40%) and is reached when taxable income...

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26 Feb The Case For Geographic Asset Class Diversification

Many investors believe that that they can select the best performing asset class and asset manager and that the asset class and asset manager will consistently deliver exceptional returns year after year. However this is never the case as illustrated by the quilt below which...

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31 Jan 27four makes right call on offshore returns

Raging Bull Award for the Best South African Multi-asset Equity Fund – the top-performing fund on a risk-adjusted basis over five years to December 31, 2014 A fund of funds with a focus on investing across asset classes without taking too much risk won the Raging...

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12 Jan Hedge funds: your safety net for 2015

  Post the global financial crisis of 2008 we witnessed a consistent decline in global equity markets’ volatility with the exception of isolated periods of increased volatility. This has also been the case for South African equity markets as represented by the South African Volatility Index...

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08 Dec Tax Incentivized Savings

South African law makers want to encourage us to save. Retirement savings have had a favourable tax treatment for many years. From 1 March 2015 certain non-retirement investments will have similar tax benefits. Like retirement savings there is an initial tax break when making the...

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