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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Concentration, credibility and the importance of understanding risk

At the end of last year, I was concerned about two risks: the credibility of the Federal Reserve (Fed) and debt sustainability, and artificial intelligence (AI). Where have we got to, asks Johanna Kyrklund, Group CIO and CEO Public Markets at Schroders. 

The value of advice in the investment journey

Trusted financial advice helps South Africans navigate uncertainty, maximise tax-efficient investments and turn long-term goals into achievable plans, writes Fränzo Friedrich, Chief Marketing Officer of Momentum Investments.

Planning across generations and life stages

When it comes to financial planning for future generations a worldview awareness matters, writes Kim Potgieter, CFP®, Managing Director, Chartered Wealth Solutions.

Built to compound, built to last

Anne Holding of Peregrine Capital discusses a disciplined, valuation-driven hedge fund approach and long-term capital growth.

Jenwil BlueStar Awarded FPI Approved Professional Practice™ Status

Jenwil BlueStar’s FPI accreditation recognises its commitment to ethical, client-focused financial planning, professional excellence and trusted long-term advice.
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