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Private markets offer resilience and opportunity amid volatility, disruption and structural change, writes Nils Rode, Chief Investment Officer, Schroders Capital....
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South African living annuity investors may face unexpected offshore exposure limits when providers reach their regulatory thresholds, writes Martiens Barnard, marketing actuary at Momentum Investments....
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In today’s evolving investment landscape, diversification remains central to building resilient portfolios. While traditional portfolios, anchored in equities and bonds, still matter, recent shifts have encouraged investors to broaden their approach....
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The key to ensuring the financial plan fits the client’s life, not just their wallet. ...
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Aldert Brink, CEO of Momentum Financial Planning, explores the concept of financial freedom as a critical, yet often overlooked, dimension of personal empowerment....
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Investors and their advisors must first undertake a needs analysis in order to determine the investor’s investment objectives....
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Structured products offer a broad range of solutions across risk profiles and return objectives. The key is ensuring the selected structure aligns precisely with the client’s mandate and intended outcome, writes Jason Binneman, Executive: Investments at Nedbank....
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Francois Strydom, CFA, the Portfolio Manager at Momentum Securities, believes his entity offers an attractive proposition for potential investors in the structured products sphere....
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A strong profession does not happen by accident. It is built deliberately, consistently and collectively by those who benefit from it and believe in its future....
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With AI, globalisation and rapid economic shifts reshaping industries overnight, the skills that guaranteed stability yesterday are quickly becoming obsolete and are being replaced by advanced technologies....
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Consolidated Wealth Group is shaping a space where thoughtful advice, disciplined investment thinking and well‑designed systems come together with purpose. It’s a quiet evolution, grounded in professionalism, that signals a forward‑looking approach to the craft of financial planning....
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