BELEGGINGS ADVIES - BELEGGINGS ADVISEURS

 

IFG is in lyn met die nuwe wetgewende omgewing en geïmplementeer 'n standaard finansiële beplanning en beleggings proses al die vereistes te voldoen in terme van die toepaslike wette . Ons erken die behoefte om ons raad te meet aan kliënte volgens 'n maatstaf wat stel die standaard in die bedryf. Ons maatstaf van die " beste raad " en wat " beter dienste " is die hoeksteen van hierdie proses.

Ons verseker 'n hoë standaard van finansiële beplanning binne die maatskappy en bied die beteken dat die standaard te handhaaf. Ons in- huis ontwerp finansiële beplanning gereedskap en modules maak dit moontlik om 'n professionele finansiële en belegging beplanning , gerugsteun deur ons uitstekende verslaggewing prosesse te lewer. Deur middel van ons para- regspan bied ons finansiële beplanners met die ondersteuning oor die reg tegniese sake.

WAAROM IFG AFRICA?

 

Ons is 'n spesialis aandele span binne IFG Africa Financial Investment Group en bied beide sektor - spesifieke en algemene aandelefondse, oorwegend in die Suid- Afrikaanse mark. Ons bied ook Pan -Afrika fondse vir beleggers op soek na blootstelling aan die breër Afrikaanse continent.We belê in maatskappye wat onderwaardeer is en 'n vermoë om waarde vir aandeelhouers oor tyd te skep demonstreer , en ons belegging benadering gee ons die vermoë om mededingende opbrengste te lewer deur middel van verskillende mark styl siklusse.

 

Ons doen dit deur die kombinasie van 'n fundamentele, waardasie - benadering met ander bewese belegging faktore soos gehalte en momentum .Terwyl waardasie het bewys dat 'n belangrike bestanddeel langtermyn- prestasie te wees , ons navorsing toon dat die insluiting van ander belangrike veranderlikes voeg 'n deurslaggewende dimensie . Die kombinasie van waardasie en die ongekorreleerde veranderlikes breë gegroepeer as Kwaliteit , groei en Momentum , bied 'n meer gebalanseerde benadering tot besluitneming, die verbetering van ons vermoë om te verhoed dat 'waarde val ' en lewer mededingende opbrengste al verskillende mark siklusse.

ONS PASSIE

 

Entrepreneurskap is oor passie . Groot entrepreneurs word nie gedryf deur 'n eenvoudige begeerte om geld te maak. Hulle word gedryf deur 'n behoefte om die wêreld te verander. Hulle kan die wêreld verander deur die bou van 'n beter bedryfstelsel of 'n beter soek enjin of 'n beter sosiale netwerk. Maar wat ook al dit is wat hulle bou , is 'n groot entrepreneurs gedryf deur passie.

 

Dieselfde is waar van IFG Africa.

 

Dit is nie genoeg om net te hoop om 'n Rand te maak . Die beste Venture Kapitaliste fonds maatskappye oor wat hulle werklik passievol. Die bou van ' n groot maatskappye neem 'n lang tyd. En dit is nooit 'n reguit pad . Maar 'n gedeelde begeerte om iets groot te "iets belangrike" skep, sal entrepreneurs en IFG Africa gelyk dra deur die moeilike tye , maar meer belangrik finansiële investemnts om te groei vir ons kliënte.

NUUS

 

So, how do the offshore equity investors at the moment see South Africa?Growth/momentum institutional investors are the least persuaded by the South African story. This reflects issues at the weak and weakening rand around the a single hand, plus the weak all round financial growth efficiency projected into a lacklustre corporate earnings outlook on the other. This isn't unique to South Africa.A equivalent slowdown in other development markets for instance Turkey is forecast as their central banks get started to enhance rates of interest. Eventually, this really is probably to result in an economic slowdown.Cash flow oriented/value investors continue to strategy South African investments having a deep basic strategy and also a constructive outlook. Their issues have resulted in their applying a greater discount to their investment thesis and ultimately looking for less expensive valuations to boost investments.Liquid, well-managed firms with well-understood equity stories are in the prime in the add-on list.Amongst particular mining investors and quite a few specialist mining funds, nearby mining has develop into pretty much ?untouchable? because of the labour strife. Need to the labour concerns be resolved, the platinum group metals sector may possibly as soon as once again grow to be an appealing investment.Hedge funds, in specific, continue to think that nearby banks are broadly exposed to unsecured lender credit pressures and that these will contaminate loan growth and non-performing loan ratios. This, in turn, will contaminate the earnings and return outlook.How do the offshore institutions see our currency?Last year loads of the outflow that pushed the rand weaker was a combination of speculative interest in the context of a tapering environment, a reduction of overweight offshore bond positions and active ?overlay hedging? from actual dollars investors that had been lengthy South African equities and bonds.But so far, this year has been somewhat different: portfolio flows in both bonds and equities happen to be disappointing. Since the begin from the year, there have been only 4 days of constructive inflow into the bond market, totalling R1.five billion (versus bond outflows of nearly R7bn).The equity market place has observed net outflow of around R1bn for the year to date and only six positive days of inflow. In other words, what we are experiencing is definitely the impact of a six.eight % existing account deficit within the absence of portfolio inflows.Clearly the US dollar in a tapering atmosphere in conjunction with expectations relating to the possible near-term performance of growth markets usually and more especially concerns more than the perpetual labour concerns are all combining to producefragile sentiment. This is accurate in respect of emerging marketplace assets typically and for the country. This implies the opportunistic inflows that we would have expected within the past are simply not materialising to assistance the currency,.In the end, the ?shorts? look to be continuing to concentrate on countries that keep substantial current account deficits and are overly reliant on portfolio inflows as the principal supply of their financing.The ?early adopters? of a far more hawkish monetary policy stance (Brazil, India and Indonesia) have seen their currencies stabilise in the past six weeks, whereas those viewed as continuing with actual prices that happen to be also low to attract or perhaps retain capital continue to weaken. South Africa?s price hike final week will have met some, although not all, of these expectations.Unlike the central banks of other important emerging markets, the SA Reserve Bank established an inflation targeting framework in 2000. The framework has been powerful in managing inflationary (and deflationary) stress, anchoring inflation expectations and supporting growth in the previous 14 years. Hence, we expect the Reserve Bank to keep its measured strategy to any additional price action and concentrate on the inflation and growth outlook consistent with this framework.

INVESTMENT / ASSET CONSULTANTS  &  FINANCIAL ADVISORS SOUTH AFRICA

CONTACT US: 012-460-2828​

FSB Registration - 10899