Lessons from the Comrades Marathon
Next year, my father, Barry Holland, is poised to take part
in his 50th consecutive Comrades ultra-marathon. I am struck by the invaluable lessons in his athletic
achievements and the striking parallels they provide
to the world of financial advice and investing, says Kathryn van Dongen, SA Managing Director, PortfolioMetrix
The case for strategic corporate outsourcing
The 1990s saw organisations starting to outsource business activities, such as accounting, HR, data processing, security and maintenance to cut costs. Today, outsourcing is seen as a far more strategic tool than merely a cost-saving exercise.
Why we’ve slashed our Chinese growth forecast
Economic forecasting can be a thankless task, and the latest round of revisions to our expectations for China came with a large portion of humble pie, says David Rees, Senior Emerging Markets Economist, Schroders
Harnessing the power of digital solutions in wealth management
By leveraging technology, advisors can better address the evolving needs of their clients, building stronger relationships and driving client satisfaction, says Hymne Landman, Head of Momentum Wealth.
NMG expands operations in Namibian market
Advisory and intermediary firm NMG Consultants and Actuaries t/a NMG Benefits has opened an office in Windhoek as it looks to offer a range of retirement fund, investment and actuarial consulting services to Namibian businesses, pension funds and medical aid funds.
The fundamental need for health and behaviour modelling in retirement planning
Through this merging of technology and investment expertise, Cogence is not only the first truly global discretionary fund manager (DFM) in South Africa, but the first DFM globally to add a layer of personalised health and longevity insight to essentially map out every aspect of an individual’s financial plan, says Adrian Gore, CEO, Discovery
How the Momentum Income Plus Fund can provide a haven in...
The Momentum Income Plus Fund has a unique value proposition: a high level of income and access to a diversified range of companies, says Karabo Seima, Portfolio Manager at Momentum Investments.
Offshore allocations: why Global Emerging Markets beckon
James Corkin, portfolio Manager of Steyn Capital’s Global Emerging Markets strategy, highlights the exceptional opportunity in Global Emerging Markets, and outlines the decade-long process of bringing the strategy to launch.
The A.R.T of saving with Momentum Money
Gone are the days when businesses could create products and expect clients to mould their lifestyles to them, says Kapil Joshi, CEO of Momentum Money
Look both ways before you cross the BRICS Road
The ongoing shift in economic and political influence from the West, represented by the United States and the G7, to the East, represented by China and the BRICS bloc of nations, has been grabbing headlines over the past few years.
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Why medical aid alone is not enough
Brokers help clients strike a balance between comprehensive cover and financial sustainability. Understanding limitations related to a client’s existing cover allows brokers to recommend suitable gap cover products that address specific shortfalls.
Anchored in advice
Danie van den Bergh, head of acquisitions, Momentum Financial Planning, says it is important that FAs work with providers who offer the necessary support so they can focus on doing what they do best – advise.
Will African mergers and acquisitions be affected by more regulation?
New regional and continental competition regulators have been established. Is this good for M&A or a cause for concern, ask Daryl Dingley, Partner, Gina Lodolo, Associate, and Elisha Bhugwandeen,
Knowledge Lawyer at Webber Wentzel?