Home ebook editions Feb/Mar/Apr 2024

Feb/Mar/Apr 2024

Rob Macdonald, Head of Strategic Advisory Services, Fundhouse

The power of incentives

Rob Macdonald, the head of Strategic Advisory Services at Fundhouse, discusses the human side of investing using Charlie Munger's speech "The psychology of human misjudgment".
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A case for precious metals

According to Michael Mgwaba, Head of Exchange Traded Products at ABSA, traditional asset classes have historically helped advisors achieve satisfactory results in portfolio construction for their clients; however, our view is that there is time to consider inclusion of precious metals for the retail clients to improve risk adjusted returns. 
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Shaping the future of investment management and advice, today

Momentum Investments’ Research Hive is a purposefully created hub of research and innovation activity dedicated to advancing the worlds of effective investment management and advice for both the business and our clients writes Eugene Botha, Deputy Chief Investment Officer at Momentum.
Kenny Meiring

Consider the pros and cons of life and living annuities

Kenny Meiring, an Investment, Retirement and Estates Planning specialist, considers the pros and cons of life and living annuities.
Using hedge funds to harness the power of compounding

Using hedge funds to harness the power of compounding

The magic of compounding, as it relates to long-term investment returns, cannot be overstated writes James Corkin, Portfolio Manager, Steyn Capital Management.
Nkosi Kondi, Country Head - South Africa, Schroders

Could smaller companies have a bright spot despite a gloomy environment?

While it’s important to be mindful that investment performance can be hit by increasing the allocation to smaller companies too early, it’s prudent to ensure you have a seat at the table to avoid missing out on small-cap performance, which often arrives suddenly writes Nkosi Kondi, Country Head South Africa, Schroders.
Kim Potgieter CFP®, Director, Chartered Wealth Solutions, ICF Professional Certified Coach, New Money Story® Mentor Coach, Certified Dare to Lead™ Facilitator

Unleashing client success: the power of value-based conversations

Kim Potgieter CFP®, Chartered Wealth Solutions, states that understanding clients' core values in financial planning is crucial and can lead to providing your clients with long-term financial well-being.
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Corporate governance: a compliance or business issue?

Anton Swanepoel, Trusted Advisor, spotlights corporate governance as an integral factor in the Conduct of Financial Institutions (COFI) Bill.
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Cybersecurity: building awareness and resilience in an ever more complex technology landscape

Robyn Clay shares her view on cybercrime and security and its affects on advisory practices as the Director of Link Tank.
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Portfolio implications of JSE de-listings

Sean Neethling, Head of Investments at Morningstar South Africa, debates Market Concentration and Investment Portfolios implication associated with JSE de-listings.
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What is a hedge fund?

Hedge funds employ investment strategies that aim to outperform in both rising and falling markets. This article is the first in a series of introductory articles on hedge funds, written by Rob Macdonald, an independent consultant, author and CFP® Professional.

Communication that feels relatable

Why emotional intelligence is a financial planner’s secret weapon. By Tim Slatter, Creator of Contatto and Director, Slatter Communications

2025 Financial Planning Summit

Join us for The Financial Planning Summit 2025 brought to you by The Collaborative Exchange. A premier event where forward-thinking financial professionals gather to challenge assumptions, explore new opportunities, and redefine what success looks like in an evolving advice landscape.

Offshore isn’t always greener: who would have thought it?

When it comes to investing, some voices cut through the noise with rare clarity. By Kopano Makhu and Shaun Bruyns: Multi-Asset Co-Portfolio Managers at Mazi Asset Management

Altvest Capital transitions to Africa Bitcoin Corporation (ABC) – Africa’s first Bitcoin Treasury Company

Altvest Capital announced its formal transition to Africa Bitcoin Corporation (ABC) on 1 September 2025, marking the beginning of a bold new chapter in African finance.
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