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.

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What wealth advisers think, according to Schroders’ Global Investor Insights Survey...

Schroders' 2024 Global Investor Insights Survey reveals how wealth advisers are adapting to an evolving landscape, with insights on sentiment, private markets, AI and intergenerational wealth transfer.
Altvest

ACOF interim financials released

Altvest Capital is proud to announce the inaugural release of the Altvest Credit Opportunities Fund (ACOF) Interim Financials, since listing on the JSE.

Why AMEFTs should be part of your 2025 portfolio

AMETFs present new opportunities to blend active management with the liquidity and convenience of ETFs — making these products well worth the attention they’re receiving.
Kathryn van Dongen, Group COO, Carmel Wealth

Supporting the entrepreneurial spirit of IFAs in a market ripe for...

Kathryn van Dongen, Group COO at Carmel Wealth, notes that independent financial advisors (IFAs) in South Africa are notably entrepreneurial and encounter unique challenges. However, traditional wealth aggregator models frequently fall short in supporting their innovative potential and diverse needs, resulting in a gap between their objectives and the growth solutions available to them..
Fundiswa Pikashe, Head of Distribution: Structured Solutions, Absa Corporate and Investment Banking

Best of both worlds

Absa’s range of structured solutions offers an attractive mix of capital protection and access to various asset class exposures. Fundiswa Pikashe of Absa Corporate and Investment Banking answers how they work, and what role they could play in your clients’ investment portfolios.

2024 US election outcome: Implications for investors 

Markets have responded to Donald Trump's election victory by anticipating pro-growth policies and higher inflation. Schroders' experts share their longer-term views on what his return to office will mean for the US economy and world trade, global equities, fixed income and the energy transition.
Six reasons for a strategic active approach to investing in China

Six reasons for a strategic active approach to investing in China  

Andrew Rymer, Senior Strategist, Schroders, shares six reasons for a strategic approach to investing in China.
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Game of Loans: choosing an income manager

There are several reasons to invest in an income fund – to generate income, to be a ballast in a multi-asset fund or as...
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Navigating change in volatile markets 

After a volatile few months for stock markets, Alex Tedder, Co-Head of Equities; Tom Walker, Co-Head of Global Listed Real Assets; and Ailsa Craig, Fund Manager, International Biotechnology at Schroders, discuss the impact of lower interest rates, the importance of artificial intelligence (AI) and the upcoming US presidential election.
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The future of digital currency in South Africa

South Africa is embracing the mainstream adoption of digital currency. However, Roger Eskinazi, Managing Partner at Tickmill, points out that there are several unique challenges that could impede its widespread acceptance and use.
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A guide to Hedge Funds and Hedge Fund Managers in South Africa

The 2025 Blue Chip Hedge Fund Guide is the launch edition of a special annual supplement designed to provide useful information to the South African financial planning community on these investment vehicles.

What the Global AI in Financial Planning report really tells us

The Financial Planning Standards Board (FPSB) recently released its global research report on how AI is being adopted in the financial planning profession.
Analytics

Your goals matter – find out how they help shape your investments

What are investments and what can they do for me on my journey to financial confidence? Sherwin Govender, Business Development Manager at Glacier by Sanlam, offers some answers, by looking at the purpose and goals of investing.
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