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.

Investment opportunities

Key investment qualities for a more predictable outcome in tough times

With interest rates continuing to rise, persistent inflation and the collapse of several mainstream financial institutions (as a result of fleeing depositors), it’s unsurprising...
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More than just a bridge over troubled water

Jason Horn, Execution Trader and Macro Analyst at Steyn Capital Management, explains how hedge funds are more than just a useful alternative to traditional balanced fund allocations.
Cryptocurrency

FTX revisited: how could it happen, and the rules of investing

In many ways, the story of the failed crypto exchange platform FTX and its founder, Sam Bankman-Fried (SBF), provide us with the quintessential example of what has come to be known as the Icarus Syndrome says Matthew Molyneux, Investment Analyst at Fundhouse
Financial planning advice

How a focus on valuations helps to drive long-term returns

Ask any shopper if they prefer to buy an item at a premium, fair value or a discount, and you’d expect they’d (logically) opt...
Investing and saving

Why do people invest? Why do people save?

For clients to realise their dreams, the gap to earning capacity and the price of the item is often too wide to save the cash under the mattress and hope for the best says, Kapil Joshi, Head of Momentum Collective Investment
DFM

Should financial advisors use a DFM?

There is no one-size-fits-all definition that applies to all DFMs. It depends on the value proposition that a DFM has.
The green hydrogen frontier

The green hydrogen frontier

Neocolonialism, greenwashing or just transition? There is much excitement around green hydrogen these days. It is often said to have great potential for combating climate change while creating jobs and economic prosperity in South Africa.
solar panels and wind turbines

Three ways in which the energy industry must change and what...

Mark Lacey, Head of Global Resource Equities at Schroders, examines three ways in which the energy industry has to evolve in order for the energy transition to materialise, and how equity investors could benefit.
Photo of Jako De Jager

How you can invest in future trends

Jako de Jager, head of retail portfolio solutions at Momentum Investments, shares six trends that will affect the global economy in 2023 and beyond.

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.
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Most Popular

Reimagining retirement: Why rules of thumb matter more than we think

Martiens Barnard, Marketing Actuary at Momentum Investments, reveals the five crucial risks that determine whether retirement income lasts, as unpacked in Momentum's 'Reimagining Retirement’ campaign.

Building better futures 

The CEO of the Financial Planning Institute of Southern Africa shares the FPI’s latest news.

Certainty in volatile markets

In turbulent markets, structured solutions blend capital protection, defined outcomes and broader index exposure.

Global Financial Planning Conference ALL STARS

PROpulsion is hosting a one-of-a-kind Global Financial Planning Conference on 3 June 2026 featuring over 40 speakers from around the world in an ALL Stars event.

Protecting independent financial advice

The Financial Intermediaries Association of South Africa’s primary purpose is to guard, develop, promote and represent professional advisory and intermediary businesses in the financial services industry. Blue Chip speaks to Lizelle van der Merwe, CEO of the FIA.
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