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.

Photo of Karabo Seima, portfolio manager at Momentum Investments

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.
Global Emerging Markets

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.
Offshore Investment Strategies

Top five investment migration programmes

You’ve likely heard of “golden visas” – government programmes that enable individuals to acquire residency and/or citizenship of a country by making a significant financial investment in that country.
BRICS

Look both ways before you cross the BRICS Road

The ongoing shift in economic and political influence from the West, represented by the United States and the G7, to the East, represented by China and the BRICS bloc of nations, has been grabbing headlines over the past few years.
African Business_Special Economic Zones_Cape Town

Are Special Economic Zones the key to African growth?

Nations across the continent are increasingly investing in economic zones as a way to promote manufacturing, boost industrial production and increase exports.
Martiens Barnard, marketing actuary at Momentum Investments

Add some “BMT” to your clients’ retirement portfolios

When your clients are on the big stage, in this case retirement, how does their living annuity perform when they need it most? Martiens Barnard, Marketing Actuary at Momentum Investments explains.
offshore investment

Offshore investments vs offshore endowments

When investing directly offshore in foreign currency instead of rands, there are generally two options to consider on an offshore investment platform, says Martiens Barnard, Marketing Actuary at Momentum Investments.
Global portfolios

Global model portfolios for your advice practice  

The new Equilibrium global model portfolios, sub-managed by our London based investment business, Momentum Global Investment Management (MGIM), gives South African investors access to a diversified range of global opportunities across a broad range of asset classes, countries, companies, currencies, and market sectors.
Keeping roads in good condition is vital for the welfare of truck fleets. Credit: Sanral

Revived infrastructure spending will make for safer roads

Government’s recent pledges to begin the procurement of services in extensive new build and upgrading of road infrastructure offers a glimmer of hope to businesses in the transport and construction industries.
pexels-vlada-karpovich-7433839

A mandate designed for conservative global investors

With the support from higher rates, a conservative multi-asset class fund is an even more compelling option, says Coronation
- Advertisement -

Most Popular

FPi celebrates excellence and the future of financial planning at 2026 Gala Dinner

The Financial Planning Institute of Southern Africa (FPi) celebrated excellence and the people helping shape the future of financial planning at its annual Gala Dinner in Cape Town on Wednesday 7 October 2026, as part of the FPi Professionals Convention.

Helping clients turn wealth into lasting impact: The role of advisers in legacy giving

Christel House South Africa is launching its Legacy Giving Programme at two breakfast events in Johannesburg and Cape Town this October.

How enhanced indexing is redefining quantitative investing

For investors, the debate between passive and active management has often been framed as a binary choice writes Florbela Yates, Managing Director, Equilibrium.

From scribes to software

What changes, what endures and why AI is different, asks Francois du Toit, Founder and Director, PROpulsion.

Building wealth through consistency

Therese Grobler, Head of Wealth Management at Momentum Financial Planning, explains why she believes South Africans need a new savings mindset.
- Advertisement -