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Week in Review: ANC Wins SA General Election

At the end of another shortened trading week, major headlines were governed by the South African general election and deteriorated US, China trade negotiations. The African National Congress (ANC) won South Africa’s general election on Saturday, but saw its share of the vote fall relative to previous elections. This reflects the nations frustration around corruption…

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Week in Review: US Stocks Set Record Highs

U.S. stocks (S&P 500 and Nasdaq), rallied to record closing highs this week, erasing last year’s decline in less than six months. The main driver for stocks this week was corporate earnings. With over 40% of S&P 500 companies having reported results, corporate profits appear to be on track for small gains in the first…

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Ten Crucial Lessons on Investing in South Africa

Investing is serious business and can be fraught with pitfalls for part-time novices and professionals alike. Mistakes are sometimes made, but those of us who learn from them are better equipped going forward.  Steve Brooks, Director at South African investment and wealth management firm Carrick Wealth, has over 25 years’ experience in the wealth management…

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Week in Review: US Retail Sales Soar

In a shortened trading week, global indices were mixed amid a week filled with economic data releases. US retail sales rebounded in March, China’s economic growth surprised to the upside, US industrial production weakened and the UK kept low unemployment rates amid Brexit uncertainty. In March US retail sales grew by 1.60%, surprising economists who…

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Week in Review: US earnings off to a strong start

World markets ended the week on a high note, with signs of a stabilizing global economy. The IMF cut its 2019 global growth forecast to 3.3% from 3.5% but noted that it expects growth to firm up in the second half of the year (see our chart of the week). In the U.S. JPMorgan Chase…

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Setting goals that will make you financially independent

If you haven’t reviewed and set your financial goals for 2019 yet, you may be missing the boat to your personal financial success and well-being! Now would be a great time to get on board and do so. Financial goal-setting is vitally important for anyone’s peace of mind – it’s simple and doesn’t take much…

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Q&A with Anthony Palmer CA (SA) – Equities versus Fixed Income

In these uncertain times, many people are anxious about the markets and wrestle with deciding what their best investment options may be, especially when it comes to a choice between equities and income funds. Anthony Palmer, Director: Corporate and Client Solutions at Carrick Wealth, shares with us his views on the issue. It should, however,…

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