The market seems to be waking up to the realisation that the science of financial planning and the art of wealth creation mean far more than just selling policies. Those days are thankfully over, as South Africans demand better performance from their advisors. At Heritage Wealth Partners, we’ve never operated in the traditional way. Instead, […]
There’s no doubt about the identity of the most important theme in the markets right now: rising US Treasury yields. It’s worth doing a crash course on bonds before we delve into the impact of rising yields on share portfolio values and the reasons for the recent sell-off in shares. Bonds: price and yield move […]
At Heritage Wealth Partners, we believe in empowering our clients to understand their investments and make better financial decisions. We encourage people to learn about investing with smaller amounts in a risk-managed way, while leaving the large amounts to the professionals, just in case. So, we’ve decided to dedicate one article per month to tackling […]
Next time you see someone walking around with a geeky smile from ear to ear, there’s an outside chance that he or she is a Heritage Wealth client who just received an investment performance update. You see, our clients benefit from an asset allocation strategy that works. Really works. The Unicorn Fund, a staple in […]
A new year has arrived. With it, the usual mix of opportunity and risk presents itself. Whilst you may have gone on holiday over December, your money didn’t. Heritage Wealth Partners remains fully focused on ensuring that your investments are creating wealth and being managed at an appropriate risk level. The dichotomy between the markets […]
You know the rest. The grass gets trampled. In this case, the grass may well be your retirement savings. At present, there is a regulatory battle royale underway with top financial institutions leading the charge on both sides of the fence. The issues revolve around significant changes in exchange control and pension fund rules. It […]
On a daily basis clients ask me about tech shares and valuations, so in this article I wanted to help you understand how companies with Intangible assets can be valued. Visual Capitalist reports that intangible assets currently account for around 90% of the S&P 500’s total assets. But what does this mean? The total assets […]
Against this backdrop of arguably one of the most chaotic and unpredictable years in modern history, we are pleased to report that since 01 Jan 2020 our Unicorn Fund returned over 60% in ZAR and our Altos Fund returned 14% in USD. We have seen this as an opportunity to increase our exposure to USD […]
At Heritage Wealth Partners, we focus on investment strategies that make sense for individual clients. We are guided by an underlying belief that a sensible strategy includes a healthy dose of geographical diversification. Did Finance Minister Tito Mboweni’s speech unveil anything that changed our minds? The MTBPS is an important strategy document Every year, the […]
If FinTwit (market commentators on Twitter) is a reliable gauge of investor sentiment, there’s a shift in focus among South African institutional investors and analysts towards the unloved children in the small- and mid-cap space on the JSE. This is largely because there are limits placed on South Africans in terms of international exposure. Above […]