Investing in new highs
While many investors may feel nervous about the potential for a fall, Schroders analysis of stock market returns since 1926 shows that investing at a new high can be profitable.
Will financial planners ever be professionals?
The two most important professions of the 21st century are, undoubtedly, the medical profession and the financial planning profession, says Rob Macdonald, Head of Strategic Advisory Services, Fundhouse
Demystifying financial products
Too many people are confused by financial services offerings, says the Executive Director of Thapantha Financial Services, Tsotetsi Phoba, whose firm works hard to match people and products.
Start investing through a tax-free investment, asap
Using tax-free investments, also known as tax-free savings accounts, and starting as soon as possible, can have meaningful benefits for wealth-building, writes Pierre Jean Marais, retail marketing at Momentum Wealth.
Systematic investing:the future of investing
According to Conway Williams and Sajjaad Ahmed from Prescient Investment Management, "the days of large, traditional asset management teams are fading, making way for leaner, technology and data-driven investment approaches".
ETFs, ETNs and AMCs: is this the future of investing?
Recent developments in the market for exchange-traded products are providing access to a whole new world of investment opportunities for financial advisors and their clients.
The arithmetic is not in active funds’ favour
Active versus passive is a dead concept according to Kingsley Williams , Satrix. A blend of man and machine, or active and indexation, should be the best strategy going forward.
Power wheeling: the solution to grid instability and achieving South Africa’s...
Vodacom Group Chief Technology Officer Dejan Kastelic explains how “virtual wheeling”
offers an exciting and innovative way forward for companies looking to move beyond loadshedding.
A universal perspective
Ferdi van Heerden took over the reins at Momentum Investments in September 2023. He has filled a range of executive positions in the Group, culminating in more than a decade of leadership in the international investment industry as head of Momentum Global Investment Management in the UK. Blue Chip caught up with him.
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Blue Chip DFM Guide 2026
Welcome to the 2026 edition of the Blue Chip DFM Guide, a guide to Discretionary Fund Managers in South Africa.
Why blending unit trusts remains essential
In an environment where opportunity and uncertainty coexist, blending unit trusts is not about being cautious. It is about being prepared. By Natalie Harrison, Head of Distribution at Curate Investments.
How do SPs fit into the South African investment landscape?
Structured products are gaining traction in South Africa, complementing traditional asset classes through more customised risk management amid technological and regulatory change.
What key factors should institutional investors consider?
The role of structured products in institutional investments is growing, but these investors need to consider all the usual risks and benefits including liquidity and compliance with regulations such as Regulation 28 of the Pension Funds Act.
What risks and potential rewards need to be evaluated in structured products?
In evaluating structured products, all the risk factors need to be balanced against the benefits to ensure that the risks don’t undermine the benefits.



















