Brought to you by FPI
30 April 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

Economy

3% Inflation could change everything

A lower inflation benefit to society does not necessarily align with higher investment returns. How should we consider the impact on financial planning, asks Peter Foster, Chief Investment Officer, Fundhouse?...

Investment

Building private equity allocations: Why wealthy investors have an advantage in 2026

Richard Hill, a Partner at Stonehage Fleming Private Markets Advisory, notes differences in behaviour between institutional and private wealth investors....

Retirement

How to stretch retirement savings without chasing unrealistic returns

Clients no longer have to choose between the certainty of a life annuity and the flexibility of a living annuity. By Martiens Barnard, Marketing Actuary at Momentum Wealth....

Hedge Funds

The power in blending hedge funds

Jacques de Kock (Portfolio Manager, MitonOptimal) reveals the secret sauce that powers hedge funds. ...

Thought Leaders

How to stretch retirement savings without chasing unrealistic returns

Clients no longer have to choose between the certainty of a life annuity and the flexibility of a living annuity. By Martiens Barnard, Marketing Actuary at Momentum Wealth....

Africa’s trillion-dollar decade: don’t miss the boat

Africa is building a momentum that has the potential to define the next decade, writes Moses Njuguna, Analyst at Mazi Asset Management....

The financial planning views of the youth

Young people today are navigating a complex financial environment, characterised by ambition and anxiety, writes Florbela Yates, Managing Director, Equilibrium....

Brittle financial health: the male crisis hiding in plain sight

Financial distress does not manifests in the same way and this is especially true for men. By Prof. Prince Sarpong, PhD, CFP®, Associate Professor, School of Financial Planning Law, Faculty of Law, University of the Free State....


More Features

Building private equity allocations: Why wealthy investors have an advantage in 2026

Richard Hill, a Partner at Stonehage Fleming Private Markets Advisory, notes differences in behaviour between institutional and private wealth investors....

Should you invest in gold?

Does gold warrant a place in a diversified investment portfolio? Michael Mgwaba, Head of Exchange Traded Products at Absa CIB, ran the numbers to find a definitive answer to the age-old debate....

‘Braaibroodjies’ are more important than you ever imagined

The standard basket of goods and services consumed by the average South African is not as accurate an indicator of inflation as the “Braaibroodjie Index", writes Guy Holwill of Fairbairn Consult....

The 4 cornerstones of a sustainable financial planning business

Running a financial planning business is more than serving clients well. True sustainability comes from working on the business, not only in it, writes Kevin Feather, Head, Galileo Financial Planning....

Round Table Series

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

How and why a financial planner should use a DFM

Join us for an exclusive round table discussion with three of the country’s top investment and financial planning professionals, focused on how and why a financial planner should use a DFM...

Events

The Investment Forum 2026

 

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