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Quarterly Report – Ending November 2015
December 04, 2015
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ASSET ALLOCATION – The Why and How: Asset Allocation can be defined as an investment technique that attempts to balance risk vs reward by adjusting the percentage of each asset class (shares, property, bonds, cash and/or alternatives) in an investment portfolio according to an investo
Continue Reading →News – Feb 2015
March 06, 2015
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House News: Recent staff appointments We are delighted to confirm the appointment of 2 new members to the Finlaw Team in 2015. Jane Peattie has joined us to bolster our marketing, client relationship and administration services. While she may be new to the Financial Services sector –
Continue Reading →Quarterly Report – Ending November 2014
December 03, 2014
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House News: Marriage Mania Although there have been no unexpected changes within the 4 walls of our offices in the last quarter, we are all pleased to announce that Candice Read is no longer a “Read” as she married her knight in shining armour, Sven van Dongen, on 22 November 2014. We
Continue Reading →ABIL is no longer ABLE – Aug 2014
September 05, 2014
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House News: – Lancaster take-over bid? The changes that Stacey Lancaster alluded to in our last newsletter (May 2014) went further than she predicted – we now have not one, but two Lancaster’s on board! Despite the graphic, which may have brought back memories for some of our clients,
Continue Reading →The End of Autumn – May 2014
June 09, 2014
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“We can’t solve problems by using the same kind of thinking we used when we created them.” Albert Einstein The quote above summarises the theme of this newsletter – change! As our seasons change, so do our markets, both locally and offshore. It is always important to differentiate bet
Continue Reading →End of another Tax Year – Feb 2014
March 01, 2014
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“For myself, I am an optimist – it does not seem to be much use being anything else.” Sir Winston Churchill This quote is extracted from our Newsletter written exactly 10 years ago. Amazing how the wheel turns. Back then we had predicted that we were close to the bottom of the Reserve
Continue Reading →A consensus view of our markets – end November 2013
December 20, 2013
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House News: In the blink of an eye another year has gone by and once again the cliché: “I cannot believe how fast this year flew by”, is a point of conversation at many a client visit and year-end function. Does time fly because we get older, busier or more stressed? A quote which I t
Continue Reading →Currency woes at end May 2013
May 25, 2013
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House News: Over the past quarter the Finlaw team have been actively engaged in a total revamp of our website which can be found at http://www.finlaw.co.za [or simply Google “Finlaw Consulting”]. Here is a snap shot of portion of our new home page … If you visit the site you will
Continue Reading →“Sell in May and go away”…???
May 16, 2012
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The Title phrase above, sometimes heard in investment circles, is derived from the historically weak equity returns experienced in the months from May to September on Wall Street. The chart alongside graphically shows how this trend has manipulated itself over the past 30 years in the
Continue Reading →Anguish in August…
August 16, 2011
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Rowan’s quarterly round up for end May 2011 put the finger on the button when it comes to volatility in the global markets. His PIGS (Portugal, Italy, Greece and Spain) contagion really came home to roost in August with even US Treasury Bonds taking an early rating knock from Standard
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