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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Enhancing value and diversification

Independent Investment Solutions’ Michael Badenhorst shares why DFMs are important in the grand scheme of investment solutions.

Conversations over calculus

Deon Gouws (Chief Investment Officer, Credo, London) talks about why smart people make money mistakes.

The behavioural alpha – hedge funds offer more than an investment solution

The decision to invest in a hedge fund often isn’t an attempt to beat the market in a purely mathematical sense or simply to achieve an investment objective. Instead, it is a behavioural strategy – a way to manage the psychological friction of long-term investing.

The benefits of incorporating hedge funds into long-only portfolios

The performance review of hedge funds showed that there is clear investment merit in investing in hedge funds, not only for the potential downside protection that is at the core of the hedge fund proposition, but also for the absolute returns that hedge funds can generate.

From prime to repo: a cleaner benchmark for a lower-rate South Africa

Most people know their loan is priced at “prime plus or minus a percentage”. But what exactly is prime, asks Razeen Dinath of Fundhouse?
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