Articles

The pivotal power of oil markets, reactionary effects, and what to do
Around 3 weeks ago, the United States of America began a military offensive against Iran. Missiles and bombs have been exchanged, many lives have been

Women, Wealth and The Power of Investing with Purpose
International Women’s Day | March Feature – Austen Morris Associates For years, investing was framed as a space dominated by confidence, risk-taking and fast decisions-

SA Budget 2026/2027 – Brighter Than its Been in a While
On Wednesday last week, Finance Minister Enoch Godongwana took to the podium to present South Africa’s 2026/2027 Budget. In recent years, it has been an

What is the Gold price telling us?
For an asset often dismissed as a relic — dug from the ground, hoarded in vaults, offering no yield and no dividends — gold has

What Are You Doing With Your Disposable Income in China?
Many expats living in China find themselves in a unique financial position, yet they are not taking full advantage of it. With benefits like

The power of compound interest- investing now!
Why the Best Time to Invest Is Now Albert Einstein once reportedly called compound interest “the eighth wonder of the world.” While the quote’s origin

Inflation and impact of not investing
The Silent Erosion of Wealth Inflation is often called the “silent thief” of your purchasing power. Over time, the cost of goods and services rises

Partnering for Prosperity: Introducing the CITRINE SA Investment Range
At Austen Morris Associates, we believe in empowering our clients with access to the world’s leading investment insights and solutions. That’s why we’ve partnered with Morningstar to create ‘CITRINE’. This is an investment range tailored for South African investors who are looking to grow and protect their wealth, both locally and globally.

Why South Africans Can’t Afford to Wait When It Comes to Retirement Planning
When it comes to retirement, one truth stands above the rest: the sooner you start planning, the more freedom you’ll enjoy in the years to come.

Planning Today for Their Tomorrow: The Case for Education Saving
For many South African families, education is one of the biggest financial commitments they’ll ever make. And with rising school fees and the cost of higher education escalating each year, the best time to start planning is always yesterday.

Think Global: Why Offshore Investing Matters for South Africans
For South Africans looking to protect and grow their wealth, offshore investing has become more than just a good idea – it’s a strategic necessity.

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