Capturing value for clients from South Africa’s ETF boom
The ETF boom in South Africa is multi-faceted, driven by cost-efficiency, performance and accessibility, writes Kingsley Williams, Satrix. As advisors, understanding these drivers will help you guide your clients better and offer a broader palette of effective investment strategies.
How and why a financial planner should use a DFM
An exclusive Blue Chip discussion with three of the country’s top investment and financial planning professionals focusing on Discretionary Fund Managers and how financial planners can best utilise their services.
How much longer will the bust in Chinese housing last?
According to David Rees and Oliver Willoughby, Schroders, more decisive policy action is required if China is to start beating growth expectations again.
Market movers
The distribution of global market equities is constantly evolving, with structural changes between markets playing a crucial role in driving investment returns. What factors influence these shifts, and how can we gain a deeper understanding of them? Peter Foster, Chief Investment Officer at Fundhouse, explores these questions.
Offshore investing: tax issues and jurisdictions
Three of South Africa’s top investment professionals discuss offshore investing and structuring financial plans to suit each client’s needs and objectives.
Capitalising on global opportunities
According to Bastian Teichgreeber, Prescient Investment Management, while investing in equities has traditionally been the go-to strategy for global diversification, South African investors need to explore other options.
The data which shows the perils of chasing past stock market...
Duncan Lamont, Head of Strategic Research, Schroders, examines the data which shows the perils of chasing past stock market winners.
Real estate market rebasing: What does it mean for investors?
Kieran Farrelly, Global Head of Real Estate Solutions at Schroders, reveals how to harness long-term real estate opportunities in today's market conditions.
Small business can do the business in Africa
Several economic analysts and financial sector experts have identified Africa as the next frontier for growth and development. Currently, the continent has the youngest...
What role can global commercial real estate play in a portfolio?
Kieran Farrelly and Sophie van Oosterom from Schroders examine how advanced private wealth investors are increasingly recognising the advantages of integrating diverse commercial real estate strategies into their portfolios.
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A guide to Hedge Funds and Hedge Fund Managers in South Africa
The 2025 Blue Chip Hedge Fund Guide is the launch edition of a special annual supplement designed to provide useful information to the South African financial planning community on these investment vehicles.
What the Global AI in Financial Planning report really tells us
The Financial Planning Standards Board (FPSB) recently released its global research report on how AI is being adopted in the financial planning profession.
Your goals matter – find out how they help shape your investments
What are investments and what can they do for me on my journey to financial confidence? Sherwin Govender, Business Development Manager at Glacier by Sanlam, offers some answers, by looking at the purpose and goals of investing.
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