ebook editions

Active ETFs in SA: “new wine” or “new bottles”?

The AM-ETF represents a shift in the South African investment industry, writes Evan Gilbert, Associate Professor at the USB and Research Analyst at Momentum Investment.

Building belonging: Momentum Financial Planning’s leadership philosophy and the future of...

Blue Chip speaks to Momentum Financial Planning CEO Aldert Brink and Head of Enablement Hennie Bouwer about the company's belief in the principle of belonging.

The call is coming from inside the house

Moleboheng Moshe-Bereng of the University of the Free State celebrates the institution's 25 years of excellence.

What’s in it for you?

Dr Nico Marais (Chair and co-founder, Carmel Wealth) and Dr Kevin Kneafsey (Adjunct Professor, Cal Poly San Luis Obispo, CA USA) discuss the Total Portfolio Approach.

Four questions on investing in a geopolitically uncertain world

John Gilchrist, CIO at PSG Asset Management, writes that the ongoing conflict in the Middle East has raised multiple concerns for South African investors.

COFI readiness

Anton Swanepoel, the founder of Trusted Advisors, answers the question, "What is the industry telling us about readiness for COFI?"

The digital gateway to visibility and trust for financial planners

Rizanne Oosthuisen-Botha, founder and CEO of ProfileMe, believes that the less effort it takes to do business, the easier it is for clients to say yes.

What makes a succession plan practically executable?

Kevin Feather of Galileo Financial Planning explores the practical question of what makes a succession plan executable

The quiet power of planting trees for tomorrow

Thando Gobe, CEO of Personal Trust, argues for a return to the straightforward principle of personal and professional service.

Using multiple financial advisors may hurt your wealth

Mark MacSymon (Wealth Manager, Private Client Holdings) writes that diversifying financial advice is not the same as diversifying your investment portfolio.
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What matters most to investors during “permanent” volatility? 

Uncertainty is becoming the norm, say investors, as they adjust their strategies to navigate – and exploit – persistently higher volatility, writes Phil Robotham, Head of South Africa, Client Group, Schroders. 

Do inward-listed investments use your offshore allowance?

Kevin Swartz of Absa shares his thoughts on the difference between structured products classes.

Hennie du Plessis CFP® | Financial Planner Profile

Blue Chip speaks to Hennie du Plessis CFP®, Principal Advisor, RiG Advisory Services, about his journey as a Financial Planner.

Economic resilience despite geopolitical fragility

Maarten Ackerman, Chief Economist, CAM Asset Management, details how the global economy has demonstrated remarkable resilience in the face of a fragile geopolitical landscape.  

Terebinth Fixed Income Macro FR Retail Hedge Fund

Fixed-income hedge funds are becoming an increasingly valuable portfolio tool as investors contend with stubborn inflation, shifting interest-rate cycles and geopolitical uncertainty, writes Mario Schoeman of Terebinth Capital.
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