Company Insights Archives | Page 6 of 20

Navigating change in volatile markets

After a volatile few months for stock markets, Alex Tedder, Co-Head of Equities; Tom Walker, Co-Head of Global Listed Real Assets; and Ailsa Craig, Fund Manager, International Biotechnology at Schroders, discuss the impact of lower interest rates, the importance of artificial intelligence (AI) and the upcoming US presidential election.

The future of financial advice

Sonja Steyn, CFP®, Strategic Head of Wealth Management, Financial Planning, and Advice at Momentum Group, envisions the future of financial advice as being driven by behavioral insights and personalised guidance..

Danie van den Bergh, Head of Acquisitions: Momentum Advice

A partnership for lifelong success

Looking to take your career to the next level? As a financial adviser, having the right tools is essential, but having a partner that empowers your success is even more crucial. Momentum offers the resources, support, and recognition you need to excel at every stage of your journey, according to Danie van den Bergh, Head of Acquisitions at Momentum Advice.

capturing value for clients from SA's ETF boom

Capturing value for clients from South Africa’s ETF boom

The ETF boom in South Africa is multi-faceted, driven by cost-efficiency, performance and accessibility, writes Kingsley Williams, Satrix. As advisors, understanding these drivers will help you guide your clients better and offer a broader palette of effective investment strategies.

Canva premium stock image of a stethoscope and a piggy bank

The stethoscope that listens to the heartbeat of our finances

6 October 2024 is World Financial Planning Day, and Andile Jonas, Head of Marketing at Momentum Investo, looks into the importance of the discipline.

financial planning stock image. Source pexels.com

Having a financial planning and investment philosophy is key to influencing...

I am always surprised when I ask a financial planner about their financial planning or investment philosophy and get a blank stare in response. When...

How much longer will the bust in Chinese housing last?

According to David Rees and Oliver Willoughby, Schroders, more decisive policy action is required if China is to start beating growth expectations again.

Capitalising on global investment opportunities

Capitalising on global opportunities

According to Bastian Teichgreeber, Prescient Investment Management, while investing in equities has traditionally been the go-to strategy for global diversification, South African investors need to explore other options.