Brought to you by Financial Planning Institute of Southern Africa
14 March 2023
Welcome to our latest newsletter. In this edition, we have curated a set of articles covering a wide range of topics that we believe will be of great interest to you. Experts have shared insights and recommendations on the current state of the advice tech landscape, multi-asset funds, the impact of COFI on FSPs, gas stabilization of the national economy, and organizational objectivity. Thank you for choosing our newsletter as your source of information. We hope you find it valuable and informative. Please feel free to share your feedback with us.

DFM Round Table Discussion


Lead Features

Investment

Personal advice needs a platform experience to match

Financial advisers have always understood a simple truth: no two clients are the same. By Kapil Joshi, MD of strategy and proposition at Momentum Wealth. ...

Hedge Funds

Where value meets macro

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

Hedge Funds

Amplify Investment Partners

Amplify Investment Partners is a registered discretionary Financial Services Provider, holding a FAIS Category I, II and IIA licence (FSP No. 712). Renamed in 2019 from Blue Ink Investments (Pty) Ltd, Amplify has evolved from a fund-of-hedge-funds business....

Investment

Four questions on investing in a geopolitically uncertain world

The ongoing conflict in the Middle East has raised multiple concerns for South African investors. This article addresses some of their most pressing questions. By John Gilchrist, Chief Investment Officer at PSG Asset Management....


Thought Leaders

Personal advice needs a platform experience to match

Financial advisers have always understood a simple truth: no two clients are the same. By Kapil Joshi, MD of strategy and proposition at Momentum Wealth. ...

Where value meets macro

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

Latest Ebook


Investment

Personal advice needs a platform experience to match

 

Where value meets macro

 

Amplify Investment Partners

 

Four questions on investing in a geopolitically uncertain world

 

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