Emerging markets tech: bubble or structural growth cycle?

Tom Wilson (Head of Emerging Market Equities at Schroders) writes that, while IT earnings momentum is strong, valuations and expectations are extended and forecast risk is high....

Personal advice needs a platform experience to match

Kapil Joshi, MD of Strategy and Proposition at Momentum Wealth, reminds us that financial advisers have always understood a simple truth: no two clients are the same....

Where value meets macro

Leandro Gastaldi, Portfolio Manager at Blue Quadrant Capital Management, discusses Macrovalue investing and a probability-based approach to markets....

Thought Leaders

AI is not coming for your financial planning job

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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	Four questions on investing in a geopolitically uncertain world John Gilchrist, CIO at PSG Asset Management, writes that the ongoing conflict in the Middle East has raised multiple concerns for South African investors....
	COFI readiness Anton Swanepoel, the founder of Trusted Advisors, answers the question, "What is the industry telling us about readiness for COFI?"...
	Understanding you is where great advice begins George Mahlakgane, Franchise Principal and Financial Adviser at Consult by Momentum, writes that choosing a financial adviser is about far more than qualifications or technical expertise!...