May/Jun/Jul 2024

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Profiling financial planners

Ever wondered how others in the profession think, what their perspectives are or how they charge their clients? Blue Chip speaks to CERTIFIED FINANCIAL PLANNERS® and gives you the inside scoop.
Fareeya Adam

Reimagining retirement planning

According to Fareeya Adam, Momentum Wealth has reimagined retirement for South Africans through income solutions aimed at empowering people to confidently plan for retirement.
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Personal advice needs a platform experience to match

Kapil Joshi reminds us that financial advisers have always understood a simple truth: no two clients are the same.

Emerging markets tech: bubble or structural growth cycle?

Tom Wilson writes that, while IT earnings momentum is strong, valuations and expectations are extended and forecast risk is high.

Where value meets macro

Leandro Gastaldi discusses Macrovalue investing and a probability-based approach to markets.

Amplify Investment Partners

Amplify Investment Partners recently celebrated nine top-tier awards for industry-leading performance.

Four questions on investing in a geopolitically uncertain world

John Gilchrist writes that the ongoing conflict in the Middle East has raised multiple concerns for South African investors.
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