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15 March 2023
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Testing Text 1, 2. 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.
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Lead features (Featured Layout)
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Edify’s Adam Bulkin believes that building strong personal relationships with clients is a surefire way to attain success in the DFM industry....
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Zeldeen Müller (CEO, inSite Connect, Creator of AgendaWorx Board Portal) cautions that, while AI might not be coming for your financial planning job, it could still destroy your clients’ nest eggs if you let it....
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A potentially strong El Niño in 2026, shifting global rainfall and coming on top of fertiliser supply disruption, could push next year’s food inflation into double-digits, writes David Rees (Head of Global Economics, Schroders) and Sandeep Jaggi (Analyst Emerging Markets Debt & Commodities, Schroders)....
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Risk and uncertainty are inseparable from investing. Helping clients understand them and remain aligned to their long-term goals, especially when markets become volatile, is crucial, writes Carl Chetty, Head: Investment Proposition at Equilibrium....
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Anchor Capital has just listed two new actively managed exchange-traded funds (AMETFs) on the JSE, giving South African investors direct access to the firm’s high-conviction local and global equity strategies through a transparent, cost-efficient structure....
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AI and technology is now the key to unlocking the benefits of financial planning and DFMs, writes Anton Turpin, CEO, MiPlan....
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Deon Gouws (Chief Investment Officer, Credo, London) talks about why smart people make money mistakes....
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Bateleur Capital is a Cape Town-based, owner managed fund manager founded by Kevin Williams in 2004....
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