What wealth advisers think, according to Schrodersâ 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.
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 â making these products well worth the attention theyâre receiving.
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..
Best of both worlds
Absaâs 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 clientsâ investment portfolios.
2024 US election outcome: Implications for investorsÂ
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 Â
Andrew Rymer, Senior Strategist, Schroders, shares six reasons for a strategic approach to investing in China.
Game of Loans:Â choosing an income manager
There are several reasons to invest in an income fund â to generate income, to be a ballast in a multi-asset fund or as...
Navigating change in volatile marketsÂ
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.
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.
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The liquidity advantage: why ETFs should play a bigger role in institutional asset allocation
As the investment landscape becomes more complex and cost-sensitive, ETFs are proving to be a powerful tool for modern portfolio management. By Duma Mxenge, Head of Business and Market Development, Satrix.
The hidden dangers of being a trustee: are you or your clients exposed?
The old excuse that the Masterâs Office is a mess and that nobodyâs checking wonât protect you any more. By Nikki Moore, Director and Business Manager, Mella Fiduciary.
When is the âbestâ time to invest offshore?
Momentum Wealth International offers a sophisticated investment framework for advisers to build customised portfolios that align with their clientsâ unique investment goals, time horizons, and risk profiles.
Brittle financial health: the male crisis hiding in plain sight
We talk about money scripts, disorders and dysfunctions as if all financial distress manifests in the same way. It doesnât, and this is especially true for men. By Prof. Prince Sarpong, PhD, CFPÂŽ, Associate Professor, School of Financial Planning Law, Faculty of Law, University of the Free State.
Edify Fund Managers
Edify, located in Paarl, is a 100% owner-managed discretionary fund manager (DFM) with a client base of 20 financial advisors and an AUM of R1.5-billion.
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