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Outlook 2026: Robust earnings and ongoing investment in new technologies may...

Investors in developed markets still face high valuations, policy uncertainty and concentrated sector leadership, but supportive elements such as resilient earnings and advancements in AI could offer meaningful upside.

A will is not a commodity

To create a valid and comprehensive will can be a costly and time-consuming exercise, so it's best to plan before you draft, writes Louis van Vuren, CFP®, FPSA®, TEP, the outgoing CEO of the Fiduciary Institute of Southern Africa (FISA®).

Protea Capital Management

Jean Pierre Verster, CEO at Protea Capital Management, offers insight into the diversity of their portfolios.

How DIY investing fits in with financial advice: A conversation with...

DIY investing has surged in popularity, but where does professional advice fit in? The Finance Ghost sat down with Kapil Joshi of Momentum Wealth to unpack the rise of DIY investing, the risks, and the role of financial advisers.

Scaling new heights

Florbela Yates (Managing director, Equilibrium Investment Management) relates how rebranding their business unified their local and offshore DFM capabilities.

Retirement, financial education, and the curious role of AI

David Venter (Head of School: Milpark School of Financial Services) writes about the irony that retirement knowledge doesn’t change behaviour, and reveals how best to turn retirement numbers Into action.

Blending annuities

Johann Swanepoel, Head of Pricing and Proposition at Just SA, discusses a strategic approach to help retirees navigate retirement income challenges.

Why hedge funds should be core to pension fund portfolios

Hedge funds offer steady, risk-managed returns – but why aren’t investors using them to their full potential? It’s time to rethink their role at the core of portfolios, writes Kwazi Mbhele, Portfolio Manager, Novare Investments.

Legacy with purpose: empowering South Africans through knowledge

Siyasanga Kashe is a force for change in South Africa’s employee benefits landscape. As executive for member solutions at Momentum Corporate, she brings both strategic insight and heartfelt commitment to making financial wellness accessible to all.

UJ joins the CPD landscape with a dynamic Masterclass series

University of Johannesburg lecturer Amira Asvat (CFP®) shares an update on the university's dynamic new Masterclass series.
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What are the different types of structured products available to retail and institutional investors...

There is a limited range of structured products offered in South Africa compared to the rest of the world.

The 2026 guide to structured products in South Africa

Exclusive: The 2026 Structured Products Guide is now available as an eBook. This guide features a range of highly informative introductory articles about structured products in South Africa and provide profiles of leading companies offering structured products in South Africa.

Is everything becoming AI – and how can you respond without selling equities?

How can investors guard against the concentration risk of the technology/AI narrative without giving up equity exposure?

What is a structured product?

Structured products can offer investors a unique way to access market returns while managing risk with capital protection and tailored pay-offs. These innovative investments have evolved and can now offer the potential for enhanced or geared returns, with partial capital protection. Investors must weigh the trade-offs against the gains.

Digital Transformation Summit – South Africa 2026

Bringing together 200+ C-level executives, CIOs, CTOs, technology leaders, policymakers, and digital decision-makers, the summit is set to take place on 11th March 2026 at the Indaba Hotel, Spa and Conference Centre.
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