Latest articles
Financial Planner of the Year award The FPI announces the shortlist for the Financial Planner of the Year award
Hardi Swart, Craig Turton and Johan Swart would all be worthy recipients of the accolade – but only one can prevail when the winner is announced on 17 July. The Financial
08 Jul 2019
About  
Blue Chip, a leading niche title in the extensive Cape Media stable of publications, has for over 10 years been the publication of choice for businesses wishing to market their
25 Jun 2019
A coaching way of being To survive disruption, help clients understand themselves
There is much talk of the tsunami of regulation and robo-advice that is about to hit the industry. This raises the key question of what the role of the financial planner will be
27 May 2019
Planning to succeed Succession is a function of automation and education
Financial regulations are increasing in scope and complexity at a rapid rate in South Africa. The effect of this is to exclude greater numbers of South Africans from the advice
27 May 2019
Bubble and boom Short the Dow, bank on China
Two very important trends are set to dominate hedge-fund strategy in 2019 – the all-too plausible prospect of a recession, and the rise in popularity of the Asia Pacific
15 Apr 2019
Mediclinic, Tongaat, Famous Brands, Aspen… Discovery? When cash flow signals risk
One of the upsides of being a hedge fund manager is that excessive risk can be viewed as an opportunity, rather than a perennial enemy as it is in the long only space. Too much
15 Apr 2019
Foreword The way forward for the FPI
As you know, 2018 was a tough year for the FPI. I’m pleased to tell you that we’ve formulated a new strategy and enhanced our governance processes. The FPI Board has
15 Apr 2019 - S. P.
Editor's Note Disruption begins at home
For several years now, disruption and innovation have been the buzzwords du jour at every industry event across the economic spectrum. From agriculture to aviation, from frisbee
15 Apr 2019 - G. P.
In the lion's den How a concentrated market like the JSE can trap fund managers
Are all equity markets created equal? Does an investment process which works in one market naturally extend itself to another? In this article we explore the limitations which
15 Apr 2019 - P. F. / C. I. O.
Built to last On value investing and the value of diversity
In the 21 years that she has spent in the industry, Perpetua Investment Managers’ co-founder and chief investment officer Delphine Govender has witnessed profound
15 Apr 2019
Quicker, better and faster Investment banking: the importance of tailored financial solutions, the role of financial intermediaries and raising capital via special purpose acquisition companies (SPACs)
South Africa’s first black stockbroker, Garuda Capital’s CEO, Rajen Pillay, is an insightful, knowledgeable and well-informed man. The energetic leader takes us on his
28 Mar 2019
PPS Investments Exclusive partnerships bode well for PPS Investments
PPS Investments was launched in 2007 when its parent company, the renowned mutual insurer PPS (established in 1941), perceived the need to innovate within the rapidly evolving
04 Mar 2019
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