Why do people invest? Why do people save?
For clients to realise their dreams, the gap to earning capacity and the price of the item is often too wide to save the cash under the mattress and hope for the best says, Kapil Joshi, Head of Momentum Collective Investment
Should financial advisors use a DFM?
There is no one-size-fits-all definition that applies to all DFMs. It depends on the value proposition that a DFM has.
The green hydrogen frontier
Neocolonialism, greenwashing or just transition? There is much excitement around green hydrogen these days. It is often said to have great potential for combating climate change while creating jobs and economic prosperity in South Africa.
Starting retirement on a high note: The power of planning a...
Ricardo Teixeira, Chief Operating Officer for BDO Wealth Advisors, believes that planning a dream holiday provides an ideal start to retirement and helps ease the often turbulent transition into that period. He encourages new retirees to shift from a “saving” mindset to a “reward” mindset.
Three ways in which the energy industry must change and what...
Mark Lacey, Head of Global Resource Equities at Schroders, examines three ways in which the energy industry has to evolve in order for the energy transition to materialise, and how equity investors could benefit.
How you can invest in future trends
Jako de Jager, head of retail portfolio solutions at Momentum Investments, shares six trends that will affect the global economy in 2023 and beyond.
Investing without a crystal ball
The main purpose of investing is to take advantage of differences between market participants’ expectations and underlying economic activity says, Leon Michaelides, Equity Portfolio Manager, Matrix Fund Managers.
ESG investing: Taking the passive versus active debate to a new arena
Investment strategies focused on environmental, social and corporate governance (ESG) metrics have risen to prominence over the past decade.
A new energy bank aims to increase private investment in African...
Global investors are shying away from hydrocarbons, leaving the continent without the investment it needs if it is to capitalise on its resources.
Things to consider when drafting your Will and naming an Executor
When nominating an executor, it’s important that this person has the required professional skills, capacity, experience and resources to effectively manage your estate.
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Focused long-term returns
Leandro Gastaldi, Portfolio Manager at Blue Quadrant Capital Management, outlines the firm’s Macrovalue approach – combining macro themes with valuation to generate uncorrelated returns.
Blue Quadrant Capital Management
Bateleur Capital has delivered 20 years of outperformance while protecting capital, with one of the longest-running hedge funds in South Africa.
Strategic learning for practising professionals: a case-based approach
In a financial services environment that is constantly evolving, seasoned practitioners understand that professional development does not end with certification.
2025 FPI Professional’s Convention
The 2025 FPI Professional’s Convention, will be taking place on the 3rd and 4th of November at the prestigious Sandton Convention Centre in Johannesburg.
Join us...
ABSIP Financial Services Symposium 2025
We have collectively championed transformation across our institutions. But what has been the tangible impact of our efforts on the broader South African economy? The 2025 Symposium is conceived as a definitive moment to answer this question—to assess our progress, acknowledge our challenges, and strategically define the path forward.
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