Home ebook editions Nov/Dec/Jan 2024

Nov/Dec/Jan 2024

AI meeting minutes.

Effortless meeting minutes using AI

Blue Chip spoke to Zeldeen Muller, CEO of inSite Connect and creator of AgendaWorx, about three board portal Artificial Intelligence automation tools that will help you transform your minutes process.
bull stock image

Emerging Markets: a coming bull market?

After thirteen years of underperformance versus high-flying US markets, investors have forgotten what an EM bull market looks like. A closer look at history and where markets are today suggests we may be closer than many think or are positioned for, argues James Corkin, Portfolio Manager at Steyn Capital Management
Rob Macdonald

Rob Macdonald | Perception is reality

This is why how financial planning fees are charged is important, says Rob Macdonald, Head of Strategic Advisory Services, Fundhouse
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Responsible Investing and Investment Merit

WEBINAR: How integrating sustainability into investment decision-making is a crucial part of building resilient client portfolios.

Pleasant with intervals of clouds and sunshine

For financial planners, it is very tempting to make forecasts when clients ask for our views on markets, currencies and geopolitics. How do we handle uncertainty in markets and meet our clients’ need for stability?

A DFM who is not just talking technology

AI and technology is now the key to unlocking the benefits of financial planning and DFMs, writes Anton Turpin, CEO, MiPlan.

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.
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