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14 March 2023
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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.
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DFM Round Table Discussion
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The dramatic evolution of technology is challenging financial planners to think about what is their “main thing”, writes Rob Macdonald....
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Florbela Yates, managing director of Equilibrium, sat down with Gregoire Sharma, senior research and portfolio analyst at Momentum Global Investment Management, to discuss the benefits of working within a truly global investment team, the value of diverse perspectives, and how offshore markets open doors to unique opportunities....
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Headquartered in Bryanston, Johannesburg, and Newlands, Cape Town, Differential Capital was established in 2018 as an owner-managed boutique AI-led asset manager....
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Investors keep asking us, is the wild ride over? Unfortunately, we think not....
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The dramatic evolution of technology is challenging financial planners to think about what is their “main thing”, writes Rob Macdonald....
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Florbela Yates, managing director of Equilibrium, sat down with Gregoire Sharma, senior research and portfolio analyst at Momentum Global Investment Management, to discuss the benefits of working within a truly global investment team, the value of diverse perspectives, and how offshore markets open doors to unique opportunities....
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