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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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.

Is your financial adviser getting your vote?

Here’s what to look for before putting your financial future in someone else’s hands. By Mzu Fayo, Financial Adviser at Consult by Momentum.

Protecting client information in an increasingly digital financial planning environment

As financial planning embraces AI and digital technology, safeguarding client information becomes essential to maintaining trust.

The job is to beat the index, not be correct 

The Schroders QEP Investment Team unpack how active managers face a tougher benchmark world where concentration, volatility and flows are reshaping how investment conviction translates into outperformance.
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