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.

The gender pay gap is still an uncomfortable reality

The gender pay gap is still an uncomfortable reality

The Oribi incubation model helps women discover economic freedom through collective networks and entrepreneurship development.
wind generator farm

ESG data critical to informing fixed income investing

New research from European ETF provider Tabula Investment Management (“Tabula”), reveals that the majority of investors and wealth managers surveyed use more than one ESG data provider. Just over half said they use two providers; 11% use three; 2% use four.
beijing-buildings

Why we’ve slashed our Chinese growth forecast 

Economic forecasting can be a thankless task, and the latest round of revisions to our expectations for China came with a large portion of humble pie, says David Rees, Senior Emerging Markets Economist, Schroders

A DFM can’t help you with your hair but can help...

When choosing a LISP platform, investors will be faced with the decision around an open-architecture platform (ie an independent platform that offers a wide range of underlying funds) or a more closed-architecture platform (that restricts the number of underlying funds you can invest in), says Florbela Yates, Head of Equilibrium Investment Management.
motorcycles on road

Riding forward to a green future in Africa

Electric motorcycles are set to be a dominant force in Sub-Saharan Africa’s sustainable mobility transformation, but continued investment in startups tackling barriers across the value chain will be critical to maximise the full potential, says a report recently released by the Powering Renewable Energy Opportunities (PREO) programme.
Adrian Gore, CEO, Discovery

The fundamental need for health and behaviour modelling in retirement planning

Through this merging of technology and investment expertise, Cogence is not only the first truly global discretionary fund manager (DFM) in South Africa, but the first DFM globally to add a layer of personalised health and longevity insight to essentially map out every aspect of an individual’s financial plan, says Adrian Gore, CEO, Discovery

Business partnership with government

The financial services sector is built on trust and confidence, yet this has been lacking between business and government. There are now tentative indications that this is being repaired, albeit at a slow and uneven pace.
Photo of Karabo Seima, portfolio manager at Momentum Investments

How the Momentum Income Plus Fund can provide a haven in...

The Momentum Income Plus Fund has a unique value proposition: a high level of income and access to a diversified range of companies, says Karabo Seima, Portfolio Manager at Momentum Investments.
Global Emerging Markets

Offshore allocations: why Global Emerging Markets beckon  

James Corkin, portfolio Manager of Steyn Capital’s Global Emerging Markets strategy, highlights the exceptional opportunity in Global Emerging Markets, and outlines the decade-long process of bringing the strategy to launch.
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.
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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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