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.
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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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From momentum to scale: Prescient ETF Conference calls for industry-wide execution to unlock South...

Industry leaders agree that demand for ETFs is no longer the question. Distribution, adviser confidence, platform access and trading quality will decide the next phase of growth.

2026 ETF Evolution Report: A closer look at UCITS ETFs in the European market

Europe’s booming UCITS ETF market presents new opportunities and challenges for issuers seeking investor access, writes Niki Giles, head of strategy at Prescient Fund Services

Retrenched, widowed or suddenly on one income? Navigating the financial aftermath

Cebile Zibi, Head of Trade Marketing at Momentum Advice, unpacks five financial priorities to consider when navigating an unexpected life change.

Living with your partner? Why women may carry more financial risk

As cohabitation increasingly replaces marriage, women may face greater financial risk than men when a relationship ends. By Nicola Langridge CFP, wealth manager at multi-family office Private Client Holdings.

The case for gold in building portfolios

Meryl Pick, Portfolio Manager, Old Mutual Investment Group, writes about the case for gold in building portfolios for a world that’s changing faster than our frameworks.
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