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.

Offshore Investment Strategies

Top five investment migration programmes

You’ve likely heard of “golden visas” – government programmes that enable individuals to acquire residency and/or citizenship of a country by making a significant financial investment in that country.
BRICS

Look both ways before you cross the BRICS Road

The ongoing shift in economic and political influence from the West, represented by the United States and the G7, to the East, represented by China and the BRICS bloc of nations, has been grabbing headlines over the past few years.
African Business_Special Economic Zones_Cape Town

Are Special Economic Zones the key to African growth?

Nations across the continent are increasingly investing in economic zones as a way to promote manufacturing, boost industrial production and increase exports.
Martiens Barnard, marketing actuary at Momentum Investments

Add some “BMT” to your clients’ retirement portfolios

When your clients are on the big stage, in this case retirement, how does their living annuity perform when they need it most? Martiens Barnard, Marketing Actuary at Momentum Investments explains.
Thumbnail of Offshore investment roundtable discussion

Offshore Investment: Where, how and how much

Join us for an exclusive round table discussion with five of the country’s top investment and financial planning professionals, focused on offshore investment.
offshore investment

Offshore investments vs offshore endowments

When investing directly offshore in foreign currency instead of rands, there are generally two options to consider on an offshore investment platform, says Martiens Barnard, Marketing Actuary at Momentum Investments.
Global portfolios

Global model portfolios for your advice practice  

The new Equilibrium global model portfolios, sub-managed by our London based investment business, Momentum Global Investment Management (MGIM), gives South African investors access to a diversified range of global opportunities across a broad range of asset classes, countries, companies, currencies, and market sectors.
Keeping roads in good condition is vital for the welfare of truck fleets. Credit: Sanral

Revived infrastructure spending will make for safer roads

Government’s recent pledges to begin the procurement of services in extensive new build and upgrading of road infrastructure offers a glimmer of hope to businesses in the transport and construction industries.
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A mandate designed for conservative global investors

With the support from higher rates, a conservative multi-asset class fund is an even more compelling option, says Coronation

The complexities facing investors (and asset managers)

Long gone are the days when asset managers became famous for managing balanced funds comprising 60% equities and 40% fixed income.
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Most Popular

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.
Analytics

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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