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.

Big tech turnaroud. What's behind the recovery

Big tech turnaround: What’s behind the recovery?

After dominating stock market returns amid the Covid pandemic, the household names of the US tech sector endured a miserable 2022. In recent months the tables have turned once again, says Kondi Nkosi, South Africa Country Head at Schroders.
Hannes Viljoen, CFA, Photo of CFP®, CEO and Head of Investments, Kudala Wealth

Where do we stand now?

The current pace at which the Federal Reserve has increased rates is the fastest it has been in history says, Hannes Viljoen, CFA, CFP®, CEO and Head of Investments, Kudala Wealth
The Nachtigal hydroelectric facility is under construction 70km north-east of the capital of Cameroon, Yaoundé. Credit: NHPC

Construction hotspots

Infrastructure, renewable energy and hospitality are driving renewed growth in the African construction sector. By John Young
Photo of wealth management professional

High-net-worth sector rife with opportunity

Wealth management is an ever-changing industry and the businesses and advisers that are adaptable enough to these changes are far better positioned to provide clients with the best advice to manage their wealth, writes Eugene Taljaard, Regional Manager at Momentum Wealth International.

How ESG missteps impact future performance

Research supports the view that companies that neglect stakeholders pose greater risks to investors. In this article, Katherine Davidson, Portfolio Manager and Global Sector Specialist at Schroders, expounds on the research and emphasises why 'corporate karma' is crucial for your investment returns.
pexels-ono-kosuki-5999836

New global report reveals evolution of the family office ecosystem

Key findings from Ocorian’s new report – an international study with more than 130 family office professionals responsible for around $62.425 billion assets under...
Two pot saving system

Leverage the looming two-pot system to boost your retirement savings

It’s evident that many South Africans are not saving adequately for retirement given that average replacement ratios are between 25-30% says Nkululeko Kunene, Institutional Client Specialist.
Photo of Francois du toit_ Founder and Head of Content and Sales_Propulsion

The Future of Financial Planning: Six Trends to Watch in 2023 

Learn about the six most important trends that will affect financial planning from 2023. By embracing these transformative trends, you can stay competitive, offer better service, and help clients reach their financial goals, says Francois du Toit, Founder and Head of Content and Sales, PROpulsion
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...
pexels-pok-rie-1750123

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.
- Advertisement -

Most Popular

Modern portfolio thinking: How diversification is evolving for today’s markets

In today’s evolving investment landscape, diversification remains central to building resilient portfolios. While traditional portfolios, anchored in equities and bonds, still matter, recent shifts have encouraged investors to broaden their approach.

Listening: the financial planner’s “tape measure”

The key to ensuring the financial plan fits the client’s life, not just their wallet.

ABSA: Putting client needs at the centre of portfolio decisions

Investors and their advisors must first undertake a needs analysis in order to determine the investor’s investment objectives.

Future-proof your move: why your next qualification should be immersive

With AI, globalisation and rapid economic shifts reshaping industries overnight, the skills that guaranteed stability yesterday are quickly becoming obsolete and are being replaced by advanced technologies.

Building diversified portfolios for uncertain times

Recent weeks have been riddled with uncertainty caused by the conflict in Iran and the significant impact on energy supplies. At the same time, we are dealing with unprecedented AI disruption, with uncertain consequences for labour markets and business models. 
- Advertisement -