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19 May 2023
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Welcome to our bi-weekly newsletter, where we are delighted to present valuable insights from distinguished thought leaders, Francois du Toit, Founder of Propulsion, and Michael Frantzeskou, Director. In this edition, we delve into enhancing future self-continuity to improve retirement savings behavior, an analysis of the impact of China's reopening on the global economy, and the significance of wealth-boosting retirement security that begins on campus. We also discuss global investment opportunities and present two round table features on DFM and Retirement Planning. Additionally, we highlight two significant events to note: Humans Under Management 2023 and Meet the Managers 2023. We hope you find this edition informative and useful.
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Rohan van der Mescht, Dealmaking and Structuring Consultant, Structured Investments & Annuities, Momentum Corporate, presents the strategic case for with-profit annuities....
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Stewards Investment Capital affiliate in USA, Stewards Inc. (OTCID: SWRD) announced in September that it has received approval from the Listing Qualifications Department of The Nasdaq Stock Market LLC to list its common stock on the Nasdaq Capital Market....
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Why the world's largest AI and cloud companies rely on Arista to keep their networks running. By Devon Smithers, global equity analyst at Mazi Asset Management....
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Schroders looks at how outcomes might impact US debt and thus the markets’ response to US assets and the dollar. ...
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Launched in 2017, the Humans Under Management conferences have been held in 3 countries.
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Zeldeen Müller (CEO, inSite Connect, Creator of AgendaWorx Board Portal) cautions that AI could destroy your clients’ nest eggs… if you let it....
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The Financial Planning Institute of Southern Africa (FPi) is proud to welcome and congratulate Foundation Family Wealth on being approved as an FPi Approved Professional Practice™....
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South African bonds have been on a generational run. But where did these returns come from, and were they the result of luck or skill? By Michael Badenhorst, Chief Investment Officer,
Independent Investment Solutions...
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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....
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National Wills Week took place from 14–18 September 2026. It was a useful reminder to deal with something many of us put off: recording what should happen to our estate when we die....
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Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals....
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Join us for an exclusive round table discussion with four of the country’s top investment and financial planning professionals, focused on
investing offshore and how to structure financial plans to suit each clients needs and objectives....
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Join us for an exclusive round table discussion with five of the country’s top investment and financial planning professionals, focused on
offshore investment....
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