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Read our quarterly publication from the Citadel Asset Management (CAM) team for investment, market and economic insights.
article
21 Nov 2023

EDUCATION BREAKS THE CYCLE OF POVERTY

It’s estimated that South African companies spend more than R10 billion per year in total on Corporate Social Investment initiatives.
article
1 Nov 2023

OUR VIEW ON THE MEDIUM-TERM BUDGET

The market’s response to Finance Minister, Enoch Godongwana’s Medium-Term Budget Policy Statement (MTBPS) on Wednesday afternoon was muted. This, however, was more an indication that the Minister delivered a MTBPS that was in line with market expectations, rather than it being positive. The MTBPS is filled with a number of risks for the fiscus, and […]
In the media
25 Oct 2023

AN ECONOMIC WINTER IS COMING IN 2024

Citadel’s Chief Economist Maarten Ackerman says South Africa can return to trend growth by 2025 if the private sector remains invested in the country and government avoids a debt spiral.
In the media
20 Sep 2023

TRUSTS, FAR FROM OBSOLETE

Locally, as trust compliance becomes more complex and trusts become more costly to administer, their value is increasingly being questioned.
In the media
11 Sep 2023

THE IMPORTANCE OF ESTATE PLANNING AS PART OF YOUR HOLISTIC FINANCIAL PLAN

National Wills Week, which is taking place from 11 to 15 September this year
In the media
5 Sep 2023

Q2 GDP GROWTH FIGURES TELL THE STORY OF A COUNTRY TRYING TO SURVIVE LOADSHEDDING

Unpacking the newly released second quarter (Q2) economic growth figures for South Africa
In the media
17 Jul 2023

ADVICE FOR THE SANDWICH GENERATION

Citadel Advisory Partner, Daryl Coker, shares advice with those in the ’Sandwich Generation’ who feel financially pressured
In the media
6 Jun 2023

Q1 GDP NUMBERS ASIDE, WE STILL FACE LOCAL AND GLOBAL RECESSION, CITADEL EXPERT SAYS

Citadel’s Chief Economist, Maarten Ackerman, warns of an imminent local and global recession as he unpacks the newly released Q1 GDP figures
In the media
29 May 2023

KEY FACTORS TO CONSIDER IN FINANCIAL EMIGRATION

Investment emigration by South Africans has been on the rise for the past 25 years, but has recently seen a significant increase due to many factors such as the weakening local currency, load shedding and high unemployment. Citadel Advisory Partner, Christelle Louw, unpacks the trend and shares a few important points about tax, retirement funding, […]
In the media
17 May 2023

HOW FINANCIAL SECURITY CAN BE MANAGED IN DIVORCE

Divorce is on the rise in South Africa – up by 13.1% since 2020 according to StatsSA – and may carry significant financial implications for families. As such, Citadel Advisory Partner, Kirsten Smit shares six key financial considerations in the event of a divorce.  DEFINE EACH PARTY’S FINANCIAL OBLIGATIONS UPFRONT “Both spouses need to be […]
article
10 May 2023

CITADEL MARKS THIRTY YEARS IN WEALTH MANAGEMENT

Wealth management company Citadel is marking its 30th anniversary in the industry and its growth from R1-billion in assets under management in 1998