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.
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
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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Four questions on investing in a geopolitically uncertain world
The ongoing conflict in the Middle East has raised multiple concerns for South African investors. This article addresses some of their most pressing questions. By John Gilchrist, Chief Investment Officer at PSG Asset Management.
COFI readiness
What is the industry telling us about readiness for COFI? Anton Swanepoel, the founder of Trusted Advisors, offers his insights.
Understanding you is where great advice begins
Choosing a financial adviser is about far more than qualifications or technical expertise. It's about finding someone who takes the time to understand you, writes George Mahlakgane, Franchise Principal and Financial Adviser at Consult by Momentum.
A trusted partner
Conlias Mancuveni says Hollard Implemented Portfolio Solutions (IPS)
has positioned itself to be a reliable partner that empowers advisors.
What makes a succession plan practically executable?
This article explores a practical question that I have and that every financial planning business owner should consider: what makes a succession plan executable? By Kevin Feather of Galileo Financial Planning.
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