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.

The power in blending hedge funds

Jacques de Kock (Portfolio Manager, MitonOptimal) reveals the secret sauce that powers hedge funds.

Not all DFMs are created equal – Why I rejoined the...

Carl Chetty, CFA (Head: Investment Proposition at Equilibrium Investment Management) shares the story of why he decided to rejoin the Equilibrium team.

Unpacking absolute return: Is this the most misunderstood strategy in today’s...

Absolute return strategies are favoured for their resilience during tough trading conditions and their ability to drive long-term wealth creation, writes Thato Moitsemang, Portfolio Manager at Glacier Invest.

Should you invest in gold?

Does gold warrant a place in a diversified investment portfolio? Michael Mgwaba, Head of Exchange Traded Products at Absa CIB, ran the numbers to find a definitive answer to the age-old debate.

‘Braaibroodjies’ are more important than you ever imagined

The standard basket of goods and services consumed by the average South African is not as accurate an indicator of inflation as the “Braaibroodjie Index", writes Guy Holwill of Fairbairn Consult.

Building value in a shifting landscape

Why financial advisers should take note of the Curate Momentum Flexible Property Fund. By Natalie Harrison, Head of Distribution at Curate.

The G20 dividend: Global status can help to secure SA’s economic...

By Hugh Hacking, Executive Head of Structured Investments and Annuities at Momentum Corporate.

Africa’s trillion-dollar decade: don’t miss the boat

Africa is building a momentum that has the potential to define the next decade, writes Moses Njuguna, Analyst at Mazi Asset Management.

Matrix Fund Managers

Matrix Fund Managers is a Cape Town-based, owner-managed investment firm managing client investments of nearly R35-billion

The financial planning views of the youth

Young people today are navigating a complex financial environment, characterised by ambition and anxiety, writes Florbela Yates, Managing Director, Equilibrium.
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Rob Macdonald, Independent Consultant

Client agency

Is client agency the most important factor in successful financial planning? Independent consultant, coach and author Rob Macdonald shares his experience.

Reimagining retirement: Why rules of thumb matter more than we think

Martiens Barnard, Marketing Actuary at Momentum Investments, reveals the five crucial risks that determine whether retirement income lasts, as unpacked in Momentum's 'Reimagining Retirement’ campaign.

Building better futures 

The CEO of the Financial Planning Institute of Southern Africa shares the FPI’s latest news.

Certainty in volatile markets

In turbulent markets, structured solutions blend capital protection, defined outcomes and broader index exposure.

Global Financial Planning Conference ALL STARS

PROpulsion is hosting a one-of-a-kind Global Financial Planning Conference on 3 June 2026 featuring over 40 speakers from around the world in an ALL Stars event.
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