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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the tale of two grocers

Protected: A tale of two grocers

Grocery retail at scale is an attractive business. The combination of bargaining power with suppliers and lower unit costs of distribution that come with market leading scale creates a business that can generate good economics for shareholders for very long periods of time. Both Pick n Pay and Shoprite have had such scale for decades. Yet for shareholders, Pick n Pay has been a disaster and Shoprite has been a success. Why? And, more importantly from an investor’s perspective, were there advance warnings that Pick n Pay as an investment was going to be the disappointment that it has been?
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Do clients want financial planners to adopt a coaching approach?

I do a lot of work with financial planners who wish to adopt a coaching approach in their engagement with clients. Much of this...
Woman with headphones using a laptop

From trainee to triumph: the journey of an advisor’s success

It is well-known that in the finance sector, previously disadvantaged people and women are underrepresented. Momentum Group's objective is to transform the distribution network and at...
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