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.

Capitalising on global investment opportunities

Capitalising on global opportunities

According to Bastian Teichgreeber, Prescient Investment Management, while investing in equities has traditionally been the go-to strategy for global diversification, South African investors need to explore other options.
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The data which shows the perils of chasing past stock market...

Duncan Lamont, Head of Strategic Research, Schroders, examines the data which shows the perils of chasing past stock market winners.
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Real estate market rebasing: What does it mean for investors?

Kieran Farrelly, Global Head of Real Estate Solutions at Schroders, reveals how to harness long-term real estate opportunities in today's market conditions.
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Small business can do the business in Africa

Several economic analysts and financial sector experts have identified Africa as the next frontier for growth and development. Currently, the continent has the youngest...
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What role can global commercial real estate play in a portfolio? 

Kieran Farrelly and Sophie van Oosterom from Schroders examine how advanced private wealth investors are increasingly recognising the advantages of integrating diverse commercial real estate strategies into their portfolios.
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Market structures are broken, and value investing is dead

Investing based on the cash flows a company is expected to generate, rather than based on the price one expects the market to pay for the shares of the company, makes as much sense today as it always has, writes Wilhelm Hertzog of Rozendal Partners.
Capital International Group

Do You Have a Type?

Capital International Group offers the ultimate suite of investment options with solutions to suit a wide range of client types and investment needs.
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The role of credit

Tshepo Shabalala, a Credit Portfolio Manager at Ashburton, shared valuable insights on the role of credit in a diversified investment portfolio. He explained what credit is, how it differs from equity, the differences between listed and unlisted credit, and the basics of assessing credit risk.
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Carmel Wealth – investment announcement

Carmel Wealth, a leading South African wealth management firm, is proud to announce a strategic investment from Correlation Holdings, Limited (Correlation) and an increased equity stake from ThirdStream Partners LLC. These investments underscore Carmel Wealth’s commitment to driving future growth and delivering superior outcomes for independent financial advisors (IFAs).
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The cost of carbon: an investor’s perspective

Environmental, Social and Governance (ESG) criteria have become a cornerstone of current investment management practices – but there are implications that need to be recognised, writes Professor Evan Gilbert, Research Strategist, Momentum Investments
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Most Popular

Living with your partner? Why women may carry more financial risk

As cohabitation increasingly replaces marriage, women may face greater financial risk than men when a relationship ends. By Nicola Langridge CFP, wealth manager at multi-family office Private Client Holdings.

The case for gold in building portfolios

Meryl Pick, Portfolio Manager, Old Mutual Investment Group, writes about the case for gold in building portfolios for a world that’s changing faster than our frameworks.

Is your financial adviser getting your vote?

Here’s what to look for before putting your financial future in someone else’s hands. By Mzu Fayo, Financial Adviser at Consult by Momentum.

Protecting client information in an increasingly digital financial planning environment

As financial planning embraces AI and digital technology, safeguarding client information becomes essential to maintaining trust.

The job is to beat the index, not be correct 

The Schroders QEP Investment Team unpack how active managers face a tougher benchmark world where concentration, volatility and flows are reshaping how investment conviction translates into outperformance.
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