Articles
Turning Uncertainty into Insight: Market Trends Amid Global Political Change
23 May 2025 – Moka, Mauritius On a crisp evening in late May, Austen Morris Associates International (AMA International) welcomed 28 distinguished guests, including valued
Why Clients Really Choose a Financial Advisor And What It Means for You
At Austen Morris Associates, we understand that choosing a financial advisor is rarely a decision based solely on numbers or portfolios. According to a recent study conducted by Morningstar, emotional drivers, like peace of mind, trust, and guidance, are just as significant as financial needs when it comes to hiring an advisor.
Markets Making Their Feelings Known…
Over the last few days and weeks, we have seen a dramatic ‘decoupling’ of US equities from most of the rest of the world. Major indices in the US (the S&P 500, the NASDAQ and the Dow Jones) have been falling fast, shedding trillions of Dollars of market capitalisation.
But why?
Maximising Income with Dividend Yield: A Strategic Portfolio Approach
In an environment where consistent income generation is crucial, dividend yield plays a significant role in building a resilient investment portfolio. For investors, particularly those
Currency – Timing Right or Wrong
In the world of finance, the success of investments and cross-border transactions is greatly influenced by currency timing. Businesses and investors must be aware of
The Impact of Elections on Markets: Navigating Uncertainty and Opportunities
Elections are pivotal events that shape the political landscape and have significant implications for financial markets. Investors keenly monitor election outcomes to gauge potential shifts
Estate Planning for Global Families: Preserving Wealth Across Borders
For families with assets and members spanning across different countries, the complexities of estate planning amplify. Preserving wealth across borders requires careful consideration of diverse
Diversification: The Key to Achieving Financial Stability
Diversification is more than just a buzzword in the complex world of investing. It’s a strategy that can lay the foundation for a strong and
War and Investment opportunities
In the landscape of global affairs, the specter of armed conflicts and wars often invokes images of chaos and destruction. However, amidst these tumultuous times,
The ever-changing landscape of short-term insurance
Risk insurance isn’t a new concept; it dates back to ancient times and became a standard safeguard for the growing English shipping industry in the
The Inflated Risks Of Holding Onto Cash In A Bank Account.
Almost everyone that we talk to about investing money raises the issue of access. Being able to get our hands on money in the event
The Cost of Raising an Expat Child
You love your child and want to offer them the best education possible. HOW MUCH WILL THIS COST? AND HOW WILL YOU BE ABLE TO
I am not too sure about investments, but I do like property!
When I sit with or speak to potential clients, the main objection I come across is “But I don’t like dabbling in the stock markets.
I have no idea about international bank accounts. Are they a good thing?
When we talk to potential clients about where they bank, most seem to think that the accounts that they use in their home country are
I am based in South Africa and my financial advisor promises me 20% p.a. growth on my local investments with minimal risk. Will I get this?
When we talk to potential clients about their local investment portfolios, we are given figures of huge returns that clients could see each year and
It’s too risky for me. You cannot earn with stocks!
Stock markets. Two words that most people think rule the world. Well, when it comes to looking for assets that can give great returns, then
South Africa’s National Health Insurance (NHI) – What it Means and Will it Work?
As of June 2023, South Africa’s National Assembly has approved the highly debated National Health Bill. Parliament states that the “objective of the NHI bill is to provide universal access to quality health care for all South Africans as enshrined in the Constitution”
AI – will it replace our financial advisors?
The big question that has come up in our industry with the rise of AI is whether or not it will replace financial advisors. This is an important question for Austen Morris Associates as we march steadily into the fourth industrial revolution.
