A case for precious metals
According to Michael Mgwaba, Head of Exchange Traded Products at ABSA, traditional asset classes have historically helped advisors achieve satisfactory results in portfolio construction for their clients; however, our view is that there is time to consider inclusion of precious metals for the retail clients to improve risk adjusted returns.
Shaping the future of investment management and advice, today
Momentum Investments’ Research Hive is a purposefully created hub of research and innovation activity dedicated to advancing the worlds of effective investment management and advice for both the business and our clients writes Eugene Botha, Deputy Chief Investment Officer at Momentum.
Consider the pros and cons of life and living annuities
Kenny Meiring, an Investment, Retirement and Estates Planning specialist, considers the pros and cons of life and living annuities.
Using hedge funds to harness the power of compounding
The magic of compounding, as it relates to long-term investment returns, cannot be overstated writes James Corkin, Portfolio Manager, Steyn Capital Management.
Could smaller companies have a bright spot despite a gloomy environment?
While it’s important to be mindful that investment performance can be hit by increasing the allocation to smaller companies too early, it’s prudent to ensure you have a seat at the table to avoid missing out on small-cap performance, which often arrives suddenly writes Nkosi Kondi, Country Head South Africa, Schroders.
Unleashing client success: the power of value-based conversations
Kim Potgieter CFP®, Chartered Wealth Solutions, states that understanding clients' core values in financial planning is crucial and can lead to providing your clients with long-term financial well-being.
Corporate governance: a compliance or business issue?
Anton Swanepoel, Trusted Advisor, spotlights corporate governance as an integral factor in the Conduct of Financial Institutions (COFI) Bill.
Cybersecurity: building awareness and resilience in an ever more complex technology landscape
Robyn Clay shares her view on cybercrime and security and its affects on advisory practices as the Director of Link Tank.
Portfolio implications of JSE de-listings
Sean Neethling, Head of Investments at Morningstar South Africa, debates Market Concentration and Investment Portfolios implication associated with JSE de-listings.
The growing threat of cybercrime
Cybercrime has emerged as a significant threat in today’s digital age, affecting both individuals and corporations on a global scale. In this article, Greig Phillips, Investment Specialist at Fundhouse, delves into the intricate world of cybercrime.
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A guide to Hedge Funds and Hedge Fund Managers in South Africa
The 2025 Blue Chip Hedge Fund Guide is the launch edition of a special annual supplement designed to provide useful information to the South African financial planning community on these investment vehicles.
What the Global AI in Financial Planning report really tells us
The Financial Planning Standards Board (FPSB) recently released its global research report on how AI is being adopted in the financial planning profession.
Your goals matter – find out how they help shape your investments
What are investments and what can they do for me on my journey to financial confidence? Sherwin Govender, Business Development Manager at Glacier by Sanlam, offers some answers, by looking at the purpose and goals of investing.
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