‘Why I turned bullish on stocks’
‘Why I turned bullish on stocks’

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Investment Indicators | 14 April 2025
IN THIS WEEK's ISSUE
Rates Review
Investment Rates
Money Market Funds
Top 3 Rates
Top stories
South Africans swipe more, save less as financial strain deepens
Risk ON: Why I turned bullish on stocks
In the news
Where the money goes: how South Africans are spending – and why cash is dying out
Survey highlights the role of BEE in shaping retirement fund investments
SCA clarifies pawnbroker’s rights to proceeds from asset sales
Perspective
How to build a lasting legacy: wealth transfer strategies for families
Moonstone Update
Regulatory Examinations
Download the latest RE Prep Guide here. Please ensure you download this version to use in your preparation, together with your study material. Please study the tasks, criteria and legislation referenced in the guide.
RE preparation videos
Schedules for 2025
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Careers Platform
Advertising packages
Industry positions
Moonstone positions
ADVERTORIAL
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RATES REVIEW
Secured Investment Rate
Please note that (G) indicates a Guaranteed and (L) a Linked product. In order to understand the difference between guaranteed and linked rates, kindly click here for an explanation.
R1 000 000 (3% commission)
Company This week Last week
1Life (L) 6.020% 6.080%
Discovery (G) 5.717% 5.699%
Nedgroup Life (L) 5.250% 5.310%
R1 000 000 (1.5% commission)
Company This week Last week
1Life (L) 6.400% 6.460%
Discovery (G) 6.104% 6.085%
Clientele (G) 4.885% 4.858%
Money Market Funds
R100 000
Company This week Last week
Allan Gray 8.11% 8.16%
Coronation 7.86% 7.87%
Symmetry 7.78% 7.80%
Please bear in mind that our figures, though based on the actual quotations that you also use, are for information purposes only, and can never replace the official quotation from the product house. In terms of the guarantees, you are requested to clarify the exact extent of such guarantees with the product house prior to advising clients.
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TOP STORIES
South Africans swipe more, save less as financial strain deepens
The SpendTrend25 report reveals how high interest rates and stagnant incomes are pushing consumers toward credit, loyalty rewards, and early retirement withdrawals.
Top story read button
Risk ON: Why I turned bullish on stocks
Investors witnessed a sharp correction in major stock indexes after Trump imposed tariffs. An analysis of the S&P 500 PE trendline notes the re-rating potential of growth sectors that have slid into value territory.
Top story read button
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IN THE NEWS
Where the money goes: how South Africans are spending – and why cash is dying out
A new report shows that while most spending still goes to food, fuel and travel, the real shift is in how South Africans are paying – with digital tools rapidly replacing cash across all age and income groups.
Itn read button
Survey highlights the role of BEE in shaping retirement fund investments
Alexforbes’ latest annual Manager Watch Survey also shows the trend of increasing allocations to multi-managers.
Top story read button
SCA clarifies pawnbroker’s rights to proceeds from asset sales
The judgment addresses several aspects of the National Credit Act, including the obligation to register as a credit provider and permissible interest charges.
In the news 3 read button
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FICA banner
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PERSPECTIVE
How to build a lasting legacy: wealth transfer strategies for families
From trusts to tax-smart retirement planning, here’s how to protect your estate, reduce taxes, and prepare the next generation to manage and grow your wealth.
Read full article
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MOONSTONE UPDATE 7 TO 10 APRIL 2025
Discovery flags increase in multiple severe illness claims
Watch Moonstone Update for an overview of some of the stories covered in the past week's Moonstone newsletters.


Moonstone Update 2025-04-14

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Career opportunities
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CAREERS PLATFORM - INDUSTRY POSITIONS
 
Commercial Lines Underwriter: GVC Insurance Consultants , Pinelands, Cape Town,WC. A well-established brokerage, based in Pinelands, is seeking a qualified Commercial Lines Underwriter to join their team. This is a permanent position within the Commercial Lines division, responsible for connecting clients with tailored coverage solutions.
Read more
Short-Term Insurance Commercial Lines Underwriter: Intasure (PTY) Ltd, Cape Town, Southern Suburbs. A well-established Insurance Brokerage in Cape Town, Southern Suburbs requires the services of an office based Commercial Lines Underwriter.
Read more
Broker Support Administrator : Intellisure Insurance Brokers, Newlands, Cape Town. An organised and competent Broker Support Administrator is required by a High Networth short term insurance brokerage based in Newlands, Cape Town.
Read more
Compliance Officer: Trive South Africa – Licensed Financial Services Provider (FSP27231), Gauteng/Cape Town, South Africa. We are seeking a detail-oriented and knowledgeable Compliance Officer to join our team. The Compliance Officer will be responsible for ensuring that the company adheres to all regulatory requirements and internal policies, promoting a culture of compliance and ethical conduct throughout the organization.
Read more
 
CAREERS PLATFORM - MOONSTONE POSITIONS
 
For career opportunities currently available at Moonstone please click the button below.
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