Publications and Tools

News from Millhouse Wealth

Monthly Overview – November 2019

Sentiment and free advice, you may as well roll a dice As humans we are conditioned to fight for survival. As an investor in South Africa, our survival instincts are kicking in right now. But can our instincts lead us astray? This month we look at choosing wisely when considering who to take your advice from, in a world where free advice is often worth as much as what you pay for it. Click here to review full newsletter - 30-Nov-2019

December 19th, 2019|

Investment Overview – September 2019

Finance Minister Tito Mboweni has recently put forward a new economic growth plan for South Africa. It comes at a difficult time, as the local economy has struggled both in terms of growth, but also governance. Successful execution of plans such as this are critical in the country's recovery. In this month's article, we try to convey the main themes guiding the plan and the intended benefits it will bring to the economy - click here for full newsletter - 30-Sep-2019.

October 15th, 2019|

Investment Outlook 2019

For some time now most local and global asset class valuations have been trending towards their long-term averages from historical starting points which have been quite expensive. While this is a painful experience as asset classes de-rate, it is a necessary part of the investment journey and has been illustrated consistently over many investment cycles. Investors often call this 'mean reversion', simply meaning that cheap assets should go up in price, and expensive assets should go down in price.

January 26th, 2019|

Minimise your taxable income, maximise your tax savings

It’s that time of the year again, where you can reduce your income tax bill by making an additional contribution to your retirement annuity as well as contribute to a tax-free investment. We have put this article together to help you understand what’s on offer if you want to invest some of your hard-earned money so that less lands up in the hands of the taxman. The tax year-end in February means that you need to act soon if you still want to maximise your tax savings for this year.

January 26th, 2019|

Monthly Overview – December 2018

2018 - Paving the way for the 'new dawn' Thinking back to the start of 2018, there was a sense of optimism, positivity, and hope, largely because we had just seen the removal of Jacob Zuma and the appointment of Cyril Ramaphosa as president. However, despite this [...]

January 10th, 2019|

Monthly Overview – November 2018

Why investors can miss Black Friday sales The recent Black Friday deals present an interesting perspective from which to view investor behaviour, and can help reinforce the traits we as investors need to demonstrate to ensure we remain on track with our longer term goals. The rationale [...]

December 14th, 2018|

Recent Financial & Market News