19 May 2023
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.

Featured

Featured

Key value drivers in considering retail real estate investments

South African Real Estate Investment Trusts (REITs) have shown strong performance and future potential due to improved governance, economic conditions, and strategic investments in innovation, social stewardship, and the township economy....

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Success in succession: A guide to succession planning for financial advisers

succession planning guide for financial advisers
Johnny Wood, Head of Adviser Partnerships at Momentum, provides crucial insights into succession planning for financial advisers....

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Client experience is the new marketing

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This article is based on content from the Fairbairn Consult 2024 annual conference that was themed around client experience (CX)....

Featured

Transforming teaching, impacting the industry

Alicia Davids, CEO, ASISA Academy
Inspired by the positive impact that high-quality education has in the life of an individual who embraces opportunity, Alicia Davids, CEO of the ASISA Academy, has made a positive impact in the lives of many. Blue Chip caught up with her....

Thought Leaders

Wallace Barnes CA(SA), Analyst ,Steyn Capital Management

Why hedge funds offer a smarter path to uncorrelated returns

According to Wallace Barnes, Steyn Capital Management, diversification of uncorrelated assets within a portfolio significantly reduces its overall volatility without compromising expected returns....
sirens of the industry

The sirens of the industry

Research has shown that this is what investors trade for the certainty and complexity of “exciting” investments, where good stories persuade us far more than facts. It starts with the storytelling of the latest and greatest investment trends. An alluring call by the sirens of the industry, promoting war bonds, penny stocks, real estate, as ...


More Features

Alungile Gcaza and Stephán Engelbrecht, co-founders of Mazi NextGen with Mazi Asset Management.

The AI revolution in asset management: Navigate the hype and embrace the future

Mazi Asset Management is committed to continuous innovation, exploring new ways to leverage AI to improve our investment process, enhance operational efficiency and deliver exceptional client service....
smiley-female-doctor-clinic-front-view

The current state of healthcare access for freelancers and artists

One of the primary hurdles freelancers and artists face is managing the cost of healthcare amid their fluctuating income. Medihelp recognises the unique needs of freelancers and provides cost-saving options, such as network alternatives, which can help reduce monthly membership fees....
sirens of the industry

The sirens of the industry

Research has shown that this is what investors trade for the certainty and complexity of “exciting” investments, where good stories persuade us far more than facts. It starts with the storytelling of the latest and greatest investment trends. An alluring call by the sirens of the industry, promoting war bonds, penny stocks, real estate, as ...
priscilla-du-preez-xM4wUnvbCKk-unsplash

Do you really know your partner for life?

John Kotze, Head of Retail Protection Product Marketing at Old Mutual, highlights the striking similarities between marriage and the contractual commitments of a life insurance policy, particularly in terms of life protection coverage (including death, disability, illness, and funeral benefits)....

Events

BCI Global Investment Conference 2025

 

The Investment Forum 2025

 

Featured podcast

Round Table Series

Investing offshore and how to structure financial plans to suit each clients needs and objective

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....

Round Table Series

Retirement Planning – Round Table Discussion

Retirement planning: guiding clients to financial independence oun d Table discussion holding slide
Join us for an exclusive round table discussion with four of the country’s top investment and financial planning professionals, focused on retirement planning and guiding clients to financial independence....

Featured

Three ways in which the energy industry must change and what this could mean for investors

solar panels and wind turbines
Mark Lacey, Head of Global Resource Equities at Schroders, examines three ways in which the energy industry has to evolve in order for the energy transition to materialise, and how equity investors could benefit....

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