Time for SA consumers to tighten belts and avoid debt
The recent increase in the repo rate, combined with steep increases in fuel and energy prices, points to a torrid time ahead for South African consumers – but the short-term discomfort should pay off in the long term, says employee benefits advisor firm NMG Benefits.
The gender pay gap is still an uncomfortable reality
The Oribi incubation model helps women discover economic freedom through collective networks and entrepreneurship development.
ESG data critical to informing fixed income investing
New research from European ETF provider Tabula Investment Management (“Tabula”), reveals that the majority of investors and wealth managers surveyed use more than one ESG data provider. Just over half said they use two providers; 11% use three; 2% use four.
Why we’ve slashed our Chinese growth forecast
Economic forecasting can be a thankless task, and the latest round of revisions to our expectations for China came with a large portion of humble pie, says David Rees, Senior Emerging Markets Economist, Schroders
A DFM can’t help you with your hair but can help...
When choosing a LISP platform, investors will be faced with the decision around an open-architecture platform (ie an independent platform that offers a wide range of underlying funds) or a more closed-architecture platform (that restricts the number of underlying funds you can invest in), says Florbela Yates, Head of Equilibrium Investment Management.
Riding forward to a green future in Africa
Electric motorcycles are set to be a dominant force in Sub-Saharan Africa’s sustainable mobility transformation, but continued investment in startups tackling barriers across the value chain will be critical to maximise the full potential, says a report recently released by the Powering Renewable Energy Opportunities (PREO) programme.
The fundamental need for health and behaviour modelling in retirement planning
Through this merging of technology and investment expertise, Cogence is not only the first truly global discretionary fund manager (DFM) in South Africa, but the first DFM globally to add a layer of personalised health and longevity insight to essentially map out every aspect of an individual’s financial plan, says Adrian Gore, CEO, Discovery
Business partnership with government
The financial services sector is built on trust and confidence, yet this has been lacking between business and government. There are now tentative indications that this is being repaired, albeit at a slow and uneven pace.
How the Momentum Income Plus Fund can provide a haven in...
The Momentum Income Plus Fund has a unique value proposition: a high level of income and access to a diversified range of companies, says Karabo Seima, Portfolio Manager at Momentum Investments.
Offshore allocations: why Global Emerging Markets beckon
James Corkin, portfolio Manager of Steyn Capital’s Global Emerging Markets strategy, highlights the exceptional opportunity in Global Emerging Markets, and outlines the decade-long process of bringing the strategy to launch.
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Quality’s cul-de-sac: when great businesses move together
Owning a basket of great businesses does not always lead to diversified outcomes. When many of those businesses depend on the same market conditions, portfolios can behave far more similarly than investors expect, writes Daneel de Villiers, Investment Analytics Analyst, Fundhouse.
Following in the footsteps of excellence
Financial Planner of the Year 2025/26, Nicola Langridge, CFP®, says that some of her most rewarding moments have come from engaging with other planners, challenging ideas, hearing different perspectives and exchanging practical experiences.
Reflections on my first year as the FPI chairperson
Leading with purpose in a changing profession. By Olwethu Masanabo, CFP®, FPI Chairperson.
Do I really need a will? Some questions answered
National Wills Week takes place from 14–18 September 2026. It is a useful reminder to deal with something many of us put off: recording what should happen to our estate when we die.
FPi announces 2026 Corporate Partner of the Year finalists
Professional Provident Society Insurance Company Limited (PPS), Momentum Metropolitan Limited (Momentum) and Alexforbes Financial Planning Consultants have been recognised for advancing professional financial planning through active partnership.
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