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in the spotlight

Selecting Investments

The dawn of thematic investing

Thematic investing has become progressively more popular and focuses on the future investment landscape, targeting economic development and trends that will shape the future says, Eugene Botha, Deputy Chief Investment Officer at Momentum Investments

The value of a professional designation

Trust forms the core of the relationship between a financial professional and their client. The client trusts the financial professional not only with their...
Global Investments

The local need for truly global investment expertise   

The need for truly global investment expertise to support the local advice industry is more pressing than ever, but why?
ESG Investment

ESG: hype or pathway to a better future?

There is hardly a conference or investment discussion lately that does not put environmental, social and governance (ESG) factors front and centre. There is...
Interest rates explained

In the interest of interest: how rising interest rates affect your...

Interest rates have been rising consistently worldwide and it doesn’t look like this trend is going to stop anytime soon says Momentum Financial Planning
Head of Equilibrium

Navigating the storm

On an investment journey, investors should follow the same steps as any other navigator or explorer, says Florbela Yates, head of Equilibrium.

Maintain a reasonable standard of living in retirement, even when markets...

By blending a life annuity and a living annuity, we are partnering with financial advisers to help clients make better decisions at retirement, writes Martiens Barnard, marketing actuary at Momentum Investments.

The value of a financial planner

Lelané Bezuidenhout, CFP®, has been the chief executive officer of Financial Planning Institute of Southern Africa for three-and-a-half years. Blue Chip, the official publication of the Institute, speaks to her about the financial planning profession.

Workplace Flexibility

How flexible are you? And going forward, will you remain flexible?

Passion for our profession

We are a profession and not a so-called industry says, Kobus Kleyn, CFP®, Tax and Fiduciary Practitioner, Kainos Wealth