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Aug/Sept/Oct 2023

Big tech turnaroud. What's behind the recovery

Big tech turnaround: What’s behind the recovery?

After dominating stock market returns amid the Covid pandemic, the household names of the US tech sector endured a miserable 2022. In recent months the tables have turned once again, says Kondi Nkosi, South Africa Country Head at Schroders.
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Living with your partner? Why women may carry more financial risk

As cohabitation increasingly replaces marriage, women may face greater financial risk than men when a relationship ends. By Nicola Langridge CFP, wealth manager at multi-family office Private Client Holdings.

The case for gold in building portfolios

Meryl Pick, Portfolio Manager, Old Mutual Investment Group, writes about the case for gold in building portfolios for a world that’s changing faster than our frameworks.

Is your financial adviser getting your vote?

Here’s what to look for before putting your financial future in someone else’s hands. By Mzu Fayo, Financial Adviser at Consult by Momentum.

Protecting client information in an increasingly digital financial planning environment

As financial planning embraces AI and digital technology, safeguarding client information becomes essential to maintaining trust.

The job is to beat the index, not be correct 

The Schroders QEP Investment Team unpack how active managers face a tougher benchmark world where concentration, volatility and flows are reshaping how investment conviction translates into outperformance.
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