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.

Altvest

ACOF interim financials released

Altvest Capital is proud to announce the inaugural release of the Altvest Credit Opportunities Fund (ACOF) Interim Financials, since listing on the JSE.

Why AMEFTs should be part of your 2025 portfolio

AMETFs present new opportunities to blend active management with the liquidity and convenience of ETFs — making these products well worth the attention they’re receiving.
Kathryn van Dongen, Group COO, Carmel Wealth

Supporting the entrepreneurial spirit of IFAs in a market ripe for...

Kathryn van Dongen, Group COO at Carmel Wealth, notes that independent financial advisors (IFAs) in South Africa are notably entrepreneurial and encounter unique challenges. However, traditional wealth aggregator models frequently fall short in supporting their innovative potential and diverse needs, resulting in a gap between their objectives and the growth solutions available to them..
Fundiswa Pikashe, Head of Distribution: Structured Solutions, Absa Corporate and Investment Banking

Best of both worlds

Absa’s range of structured solutions offers an attractive mix of capital protection and access to various asset class exposures. Fundiswa Pikashe of Absa Corporate and Investment Banking answers how they work, and what role they could play in your clients’ investment portfolios.

2024 US election outcome: Implications for investors 

Markets have responded to Donald Trump's election victory by anticipating pro-growth policies and higher inflation. Schroders' experts share their longer-term views on what his return to office will mean for the US economy and world trade, global equities, fixed income and the energy transition.
Six reasons for a strategic active approach to investing in China

Six reasons for a strategic active approach to investing in China  

Andrew Rymer, Senior Strategist, Schroders, shares six reasons for a strategic approach to investing in China.
choosing an income manager stock image from Pexel's free images

Game of Loans: choosing an income manager

There are several reasons to invest in an income fund – to generate income, to be a ballast in a multi-asset fund or as...
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Navigating change in volatile markets 

After a volatile few months for stock markets, Alex Tedder, Co-Head of Equities; Tom Walker, Co-Head of Global Listed Real Assets; and Ailsa Craig, Fund Manager, International Biotechnology at Schroders, discuss the impact of lower interest rates, the importance of artificial intelligence (AI) and the upcoming US presidential election.
beautiful-cryptocurrwncy-concept

The future of digital currency in South Africa

South Africa is embracing the mainstream adoption of digital currency. However, Roger Eskinazi, Managing Partner at Tickmill, points out that there are several unique challenges that could impede its widespread acceptance and use.
capturing value for clients from SA's ETF boom

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.
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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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