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Insights

Women, wealth and the power of better advice
South African women carry an ever-growing share of the country’s financial responsibilities, yet many remain dangerously underinsured and unsure where to begin investing. The cost of inaction falls on women

The great wealth transfer: Why your children may not be ready
As wealth passes between generations, the biggest challenge is often not transferring assets, but preparing heirs to take responsibility for them. A massive transfer of wealth is underway and most

How concentration and valuations may reshape active opportunities
For years, the global investment landscape has been defined by a relentless shift towards passive strategies. By the end of 2023, a historic milestone was reached when US passive mutual

Medical aid cover is changing – are South Africans prepared for the gaps?
Medical aid remains essential for accessing private healthcare in South Africa, but it is no longer safe to assume it will cover the full cost of treatment. In 2026, industry

South Africa scores just 50/100 on being ready for what happens after a death
Capital Legacy launches the country’s first national benchmark tracking how prepared, protected and supported South African families really are once a loved one dies. Most South Africans plan for a

When good investment stories go wrong
Since the mid-1990s I have invested through more “once-in-a-generation” themes than I care to count. The euro conversion. The internet boom and its unravelling. China’s rise and the commodity supercycle