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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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Zeldeen Müller, CEO, AgendaWorx

I asked three AIs the same retirement questions

Zeldeen Müller, CFP®, CEO, inSite Connect and Creator of AgendaWorx.com, put AI to the test with some key retirement investment questions. Here’s what happened…

Reclaiming your future through financial freedom

Aldert Brink, CEO of Momentum Financial Planning, explores the concept of financial freedom as a critical, yet often overlooked, dimension of personal empowerment.

FPI Retirement and Investment Masterclass

Learn from industry experts in the FPI's Retirement & Investment Masterclass

Maximising offshore allocation in a living annuity

South African living annuity investors may face unexpected offshore exposure limits when providers reach their regulatory thresholds, writes Martiens Barnard, marketing actuary at Momentum Investments.

Rethinking retirement

South Africa’s Two-Pot withdrawals expose a stark tension between short-term relief and long-term retirement security, writes Niki Giles, head of strategy at Prescient Fund Services.
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