Home Newsletter

Newsletter

women investors

Are women really better investors?

Paul Nixon, head of behavioural finance at Momentum Investments Group, delves into whether women are better investors through a behavioural finance lens.
Capital International Group

Do You Have a Type?

Capital International Group offers the ultimate suite of investment options with solutions to suit a wide range of client types and investment needs.
using a credit card to pay

The role of credit

Tshepo Shabalala, a Credit Portfolio Manager at Ashburton, shared valuable insights on the role of credit in a diversified investment portfolio. He explained what credit is, how it differs from equity, the differences between listed and unlisted credit, and the basics of assessing credit risk.
AdobeStock_350060092 Slatter Communications

Tired of playing broken telephone?

Tim Slatter from Slatter Communications emphasises that as we advance into the digital era, the clarity of our online communication should mirror our dedication to those we serve.
Evan_Gilbert

The cost of carbon: an investor’s perspective

Environmental, Social and Governance (ESG) criteria have become a cornerstone of current investment management practices – but there are implications that need to be recognised, writes Professor Evan Gilbert, Research Strategist, Momentum Investments
Mirror Success front and back cover

Review of “Mirror Success for Advisors” by Kobus Kleyn, CFP® 

In celebration of the launch, Kleyn offers a complimentary digital copy of "Mirror Success for Advisors" to Blue Chip.
Duncan Lamont, Roberta Barr and Remi Olu-Pitan sit on an interviewer couch

Life after cash

Remi Olu-Pitan, head of multi-asset growth and income, Roberta Barr, head of value ESG and fund manager, Equity Value, and head of strategic research, Duncan Lamont, discuss how investors should respond to the changing investment environment.
pexels-vlada-karpovich-7433871

Five ways a financial adviser can help you on your journey...

As we embark on Savings Month, it's crucial to consider the role of sound financial planning in achieving our goals, says Bertie Nel, Momentum Head of Financial Planning and Advice.
Source; CNava Premium photos. family stock photo

Are you covered for a rising age and declining health? 

Stephen van Niekerk, from Momentum Life Insurance, highlights how life insurance is an integral part of a holistic financial plan as you age.
source: Canva premium photos. two clients and their IFA

Here’s why business owners should work with independent financial advisers

Stian De Witt from NMG Benefits explains why business owners should consider using an independent financial advisor instead of a ‘tied agent’.
- Advertisement -

Most Popular

The 2024 FPOTY Award finalists Rudolf Geldenhuys, CFP®, Gareth Collier, CFP® and René van de Spreng CFP® with Lelané Bezuidenhout, CFP® (FPI: CEO)

The FPI recognises the “cream of the crop” in the financial planning profession  

The 2024 Gala Awards Ceremony featured a total of six special awards, culminating with the renowned FPI Financial Planner of the Year Award.
The Checkers Sixty60 delivery service was dreamed up by a team working on innovative solutions within the Shoprite Group.

Is venture building the secret sauce for creating new companies?

Companies are specialising in “venture building”, offering their services to corporates to assist them in leveraging their assets to create innovative small businesses along their supply chain. Venture builders are offering more than incubators and accelerators. One such venture builder, Specno, gives local and international examples of where this is working and says it’s bringing a startup approach to corporate innovation.
Kopanp Makhu, Portfolio Manager, Mazi Asset Management

How Mazi Multi-Asset delivers long-term returns

Kopano Makhu, Portfolio Manager at Mazi Asset Management outlines 3 wide-ranging guiding principles that they follow to ensure long term returns for clients.
- Advertisement -