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Capital International Group offers the ultimate suite of investment options with solutions to suit a wide range of client types and investment needs.
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.
Carmel Wealth – investment announcement
Carmel Wealth, a leading South African wealth management firm, is proud to announce a strategic investment from Correlation Holdings, Limited (Correlation) and an increased equity stake from ThirdStream Partners LLC. These investments underscore Carmel Wealth’s commitment to driving future growth and delivering superior outcomes for independent financial advisors (IFAs).
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
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.
Unit Trust Industry Awards
Join Profile Group as we applaud the top performers and inspire new standards of excellence in fund management!
Do you want to take advantage of the highest first-world interest...
To help investors take advantage of the two-decade-high interest rate in the most tax and cost-efficient way possible, Marriott has launched the Smart International Income Portfolio (SIIP) – a simple, low-cost investment for conservative investors looking to achieve hard currency returns in excess of bank deposits in either US Dollars or Sterling.
Replace luck with fact not feelings
Investing isn’t a hard science like physics with its deterministic equations that can predict outcomes precisely.
Removing the jargon from your investment goals
Florbela Yates, Head of Equilibrium, discusses the robustness of South Africa’s financial investment protections, covering the risks and defenses linked to banks, insurance firms, and unit trusts, and the role of LISPs in controlling and securing investments.
Clients can invest up to 100% of their investment assets offshore,...
While the allure of offshore investments is undeniable, careful deliberation is essential, writes Hymne Landman, CEO of Momentum Wealth.
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Most Popular
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.
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.
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.
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