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30 April 2023
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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.
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Investors are often confronted with a range of considerations, from how to access
hedge funds, to which strategies to choose and whether hedge funds are
appropriate for their portfolios, writes Jean-Pierre Matthews of Matrix Fund Managers...
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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....
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Why financial advisers should take note of the Curate Momentum Flexible Property Fund. By Natalie Harrison, Head of Distribution at Curate. ...
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By Hugh Hacking, Executive Head of Structured Investments and Annuities at Momentum Corporate....
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Africa is building a momentum that has the potential to define the next decade, writes Moses Njuguna, Analyst at Mazi Asset Management....
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Young people today are navigating a complex financial environment, characterised by ambition and anxiety, writes Florbela Yates, Managing Director, Equilibrium....
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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....
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The case for collaboration between financial planners and family legal practitioners. By Kyle Abrahams, In-house Attorney, BDO Wealth....
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By Hugh Hacking, Executive Head of Structured Investments and Annuities at Momentum Corporate....
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With more than 30 years’ experience in the investment industry, Kritz Koetzee, Head of Business Development – South, Glacier by Sanlam, has some insights to share when it comes to building a successful investment practice....
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Young people today are navigating a complex financial environment, characterised by ambition and anxiety, writes Florbela Yates, Managing Director, Equilibrium....
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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....
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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...
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