Newsletter April 2026

Snakes and Ladders: Managing Your Money in a World That’s Lost the Rulebook

What could a childhood board game possibly have to do with investment advice? Quite a lot, it turns out.

Uncertainty has always been a feature of human history. But in recent years, the volatility has ramped up several notches. Change is everywhere, it seems, and there’s always a fresh crisis around the corner. But amid all the turmoil there is also opportunity. You just have to be prepared to land on a few snakes…

Is SA’s Investment Tide Changing?

For over a decade, the best you could say about South African markets was that there was a lot of unrealised potential. At worst, there was a sense of structural decay.

But could a shift be underway? In this article, we look at the changing sentiment towards South Africa and what it might mean for local investors. 

Adjusting the Sails Strengthens Long-Term Wealth

The 2026 Budget was greeted with wide acclaim, but not much was made of the seemingly insignificant increase of the annual CGT exclusion from R40,000 to R50,000.

It might not seem like much, but the extra R10,000 will make rebalancing your portfolio every year more important than ever. As any yachtsman will tell you, the only way to reach your final destination is to make continual small adjustments along the way.

How Long Is a Piece of String? Investing Through the Iran War

Since bombs first fell on Iran in late February, causing most asset prices to tumble, the question on everyone’s lips has been: How long will the war last? The truth is nobody knows. 

With intense uncertainty about the endgame of the war now the biggest factor in global financial markets, here are five key considerations for investors when it seems there’s no end in sight.