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.

Building belonging: Momentum Financial Planning’s leadership philosophy and the future of...

Blue Chip speaks to Momentum Financial Planning CEO Aldert Brink and Head of Enablement Hennie Bouwer about the company's belief in the principle of belonging.

The call is coming from inside the house

Moleboheng Moshe-Bereng of the University of the Free State celebrates the institution's 25 years of excellence.

Disciplined hedging practices

Kim Zietsman, Head of SA Business Development and Marketing at Laurium Capital, explores diversification, alpha and risk management.

What’s in it for you?

Dr Nico Marais (Chair and co-founder, Carmel Wealth) and Dr Kevin Kneafsey (Adjunct Professor, Cal Poly San Luis Obispo, CA USA) discuss the Total Portfolio Approach.

Emerging markets tech: bubble or structural growth cycle?

Tom Wilson (Head of Emerging Market Equities at Schroders) writes that, while IT earnings momentum is strong, valuations and expectations are extended and forecast risk is high.

Personal advice needs a platform experience to match

Kapil Joshi, MD of Strategy and Proposition at Momentum Wealth, reminds us that financial advisers have always understood a simple truth: no two clients are the same.

Where value meets macro

Leandro Gastaldi, Portfolio Manager at Blue Quadrant Capital Management, discusses Macrovalue investing and a probability-based approach to markets.

Four questions on investing in a geopolitically uncertain world

John Gilchrist, CIO at PSG Asset Management, writes that the ongoing conflict in the Middle East has raised multiple concerns for South African investors.

Amplify Investment Partners

Amplify Investment Partners recently celebrated nine top-tier awards for industry-leading performance.

Understanding you is where great advice begins

George Mahlakgane, Franchise Principal and Financial Adviser at Consult by Momentum, writes that choosing a financial adviser is about far more than qualifications or technical expertise!
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Rob Macdonald, Independent Consultant

The client is the person, not their money

Independent Consultant Rob Macdonald reflects on the 100th edition of Blue Chip magazine.

Is your financial plan written for the woman you used to be?

The woman you are today has different priorities, responsibilities and ambitions. Your money strategy should reflect that, writes Laetitia Olivier, Financial Adviser at Momentum Financial Planning.

Celebrating Blue Chip’s 100th edition

Lelané Bezuidenhout, CFP®, CEO, Financial Planning Institute of Southern Africa, pays tribute to Blue Chip's 100th issue.

Corporate activism: Unlocking value beyond traditional investing

Investing is not always about finding the next great company; sometimes it is about recognising the value the market has yet to see, writes Odirile Sebolao, Fund Specialist at Curate Investments.

What matters most to investors during “permanent” volatility? 

Uncertainty is becoming the norm, say investors, as they adjust their strategies to navigate – and exploit – persistently higher volatility, writes Phil Robotham, Head of South Africa, Client Group, Schroders. 
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