Investment

Blue Chip is a Financial Planning Institute of Southern Africa-approved Continuous Professional Development (CPD) provider, allowing members of the FPI to earn CPD points through the journal.

Reaching all Certified Financial Planners (CFPs) as well as other selected members of the Financial Planning Institute (FPI), Blue Chip provides high-quality editorial coverage from industry thought leaders on key topics of interest to financial planners.

Alungile Gcaza and Stephán Engelbrecht, co-founders of Mazi NextGen with Mazi Asset Management.

The AI revolution in asset management: Navigate the hype and embrace the...

Mazi Asset Management is committed to continuous innovation, exploring new ways to leverage AI to improve our investment process, enhance operational efficiency and deliver exceptional client service.
sirens of the industry

The sirens of the industry

Research has shown that this is what investors trade for the certainty and complexity of “exciting” investments, where good stories persuade us far more...
Victoria Reuvers, Managing Director, Morningstar Investment Management

The difference a year can make

Focus on the fundamentals, remove the emotion and trust the process, writes Victoria Reuvers, Managing Director, Morningstar Investment Management.
businesswoman-signing-contract

A user’s guide to unemployment statistics

The report is released by the Bureau of Labor Statistics and details the state of the labour market in the United States (US). The...
Rugby Player Making a Dropped Goal

A consortium, represented by Altvest Capital, submits landmark expression of interest...

A South African-led consortium, including Altvest Capital, 27four, EasyEquities, and RainFin, has formally submitted its Expression of Interest (EOI) to the South African Rugby Union (SARU) for the management and commercialization of the iconic Springbok brand's commercial rights.
investment megatrends 2025

Top 3 investment megatrends for 2025 identified

The deVere group identifies the three investment megatrends that will dominate 2025.

Outlook 2025: Income, returns and resilience – opportunities in public and...

Johanna Kyrkland, Group Investment Officer at Schroders, suggests that the current economic environment remains favourable for returns. However, she emphasises that diversification is crucial for creating robust portfolios.
efficient frontier

Absa fund-linked solutions: bringing more efficiency to the Efficient Frontier

In the field of investment portfolio construction, the Efficient Frontier is a vital concept that aids investors in optimising their portfolios. Adam Reeves from Absa believes that Absa's FLS strategies will enhance investors' investment outcomes.
investment opportunities

The 4D filter to unlocking infinite investment opportunities for your clients

Before allocating any of your client's funds into the investment market, consider these four key dimensions to effectively transform their investment goals into a concrete financial plan, advises Sherwin Govender, Business Development Manager at Glacier by Sanlam.
people walking over crosswalk

What wealth advisers think, according to Schroders’ Global Investor Insights Survey...

Schroders' 2024 Global Investor Insights Survey reveals how wealth advisers are adapting to an evolving landscape, with insights on sentiment, private markets, AI and intergenerational wealth transfer.
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Most Popular

The power of understanding financial behaviour

How Discretionary Fund Managers free advisers to focus on their clients. By Pat Magadla, Head of Distribution at Equilibrium.

Investment partnerships breed hedge fund excellence

Amplify Investment Partners’ managing director Wade Witbooi explains the value that Amplify brings to the table and predicts a bright future for both his business and the industry as a whole.

Bitcoin in South African portfolios: Why a small allocation makes sense

This article explores why allocating a modest portion of client portfolios to Bitcoin could be prudent, and how to do so through accessible, regulated avenues in South Africa.

Wellness meets wealth

Wellbeing has become the true measure of success. Now financial advisors and healthcare consultants can offer more than investment guidance.

Uncovering the cost gaps in private healthcare

Medical aids increasingly only cover a portion of in-hospital costs and specialist treatments. Gap cover helps to address any mismatches but understanding how it works is not always easy or straightforward. This is where financial advisors are essential.
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