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

Investment

Economic resilience despite geopolitical fragility

In recent months markets, policymakers, and investors have been forced to navigate the economic fallout of the conflict in the Middle East. Nevertheless, the global economy has demonstrated remarkable resilience in the face of a fragile geopolitical landscape.  ...

Hedge Funds

Terebinth Fixed Income Macro FR Retail Hedge Fund

Fixed-income hedge funds are becoming an increasingly valuable portfolio tool as investors contend with stubborn inflation, shifting interest-rate cycles and geopolitical uncertainty, writes Mario Schoeman of Terebinth Capital....

Education

The vital cog in development

David Venter (Head of School, Milpark School of Financial Services) shares his insights into leadership and management....

FPI Updates

FPi announces 2026 Financial Planner of the Year finalists

South Africa’s leading financial planning professionals to be recognised at 2026 FPi Professionals Convention....

Thought Leaders

HUM South Africa 2026 – SHOW 18

Launched in 2017, the Humans Under Management conferences have been held in 3 countries. ...
Zeldeen Müller, CEO, AgendaWorx

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....

Reimagining retirement: Why rules of thumb matter more than we think

Martiens Barnard, Marketing Actuary at Momentum Investments, reveals the five crucial risks that determine whether retirement income lasts, as unpacked in Momentum's 'Reimagining Retirement’ campaign....
Rob Macdonald, Independent Consultant

Let the main thing remain the main thing

The dramatic evolution of technology is challenging financial planners to think about what is their “main thing”, writes Rob Macdonald....


More Features

The vital cog in development

David Venter (Head of School, Milpark School of Financial Services) shares his insights into leadership and management....

FPi announces 2026 Financial Planner of the Year finalists

South Africa’s leading financial planning professionals to be recognised at 2026 FPi Professionals Convention....

The insurance gap isn’t a market problem. It’s a human one

Liberty’s Roundtable Discussion: how behavioural blind spots, not financial complexity, are driving the world’s largest protection gaps....

Selectivity and discipline matter in 2026

Improving economic fundamentals in emerging markets are beginning to show a more favourable investment environment. It is critical to focus on value and diversify with purpose rather than relying on broad market exposure alone. ...

Round Table Series

Round Table Series

How and why a financial planner should incorporate structured products into an investment plan

Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals....

Round Table Series

Palesa Dube, Centillion Wealth Advisory

Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals....

Events

The Investment Think Tank

 

IRFA 2026 Conference

 

HUM South Africa 2026 – SHOW 18

 

The International Investing Symposium

 

2026 FPI Professional’s Convention

 

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