Investing without a crystal ball
The main purpose of investing is to take advantage of differences between market participants’ expectations and underlying economic activity says, Leon Michaelides, Equity Portfolio Manager, Matrix Fund Managers.
ESG investing: Taking the passive versus active debate to a new arena
Investment strategies focused on environmental, social and corporate governance (ESG) metrics have risen to prominence over the past decade.
A new energy bank aims to increase private investment in African...
Global investors are shying away from hydrocarbons, leaving the continent without the investment it needs if it is to capitalise on its resources.
How advisors are benefitting from partnering with a DFM
A growing number of financial advisors in South Africa are starting to use discretionary fund
managers to help them manage their clients’ funds in the complex world of fund management, says Methula Sikakana, Business Development Manager, Equilibrium
A failing state?
As South Africans, we tend to forget that our history is filled with apparent existential crises. To gain a better perspective on the current situation, it is valuable to take a look into the past, says Wallace Barnes
CA(SA), Analyst, Steyn Capital Management
Offshore Investing – Round Table Discussion
Join us for an exclusive round table discussion with three of the country’s top investment and financial planning professionals, focused on getting offshore investing right.
The rise of family offices in South Africa
Many high-net-worth individuals (HNWIs) are increasingly looking to the family office model to protect and manage their wealth in a more cohesive manner says, Grant Alexander, Director, Private Client Holdings.
The big risk that could put investment and wealth advisors out...
The Durr case concluded that an advisor offering expertise is held to a higher standard.
There is a huge risky elephant in the room that...
Blue Chip Round Table Series
Blue Chip will be launching a series of Round Tables in 2023, covering key topics of interest to Financial Planners. The first round table, brought to you by Equilibrium (a division of Momentum Investments), focuses on Discretionary Fund Management. Register here...
Cryptomania
Kobus Kleyn, CFP®, Tax and Fiduciary Practitioner, Kainos Wealth, is paying it forward to the financial profession with a gift ebook "Cryptomania". Kobus Kleyn has published over 200 articles and authored three books.
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Why hedge funds should be core to pension fund portfolios
Hedge funds offer steady, risk-managed returns – but if they’re so effective, why aren’t investors using them to their full potential? It’s time to rethink their role at the core of portfolios, writes Kwazi Mbhele, Portfolio Manager, Novare Investments.
Legacy with purpose: empowering South Africans through knowledge
Siyasanga Kashe is a force for change in South Africa’s employee benefits landscape. As executive for member solutions at Momentum Corporate, she brings both strategic insight and heartfelt commitment to making financial wellness accessible to all.
UJ joins the CPD landscape with a dynamic Masterclass series
University of Johannesburg lecturer Amira Asvat (CFP®) shares an update on the university's dynamic new Masterclass series.
Learnings from the field: IFA mergers and acquisitions
Kathryn van Dongen (Group COO, Carmel Wealth) shares what she has learned about IFA mergers and acquisitions through her work with top IFA practices.
From wealth to wellbeing: helping clients thrive, not just survive
Behavioural science has shown that an individual's relationship with money is surprisingly complex, writes Marius van der Merwe, CEO, Amity Investment Solutions.
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