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The latest trend in wealth management focuses on investor goals

31 May 2017

The winds of change blow regularly through the world of wealth management. It is an essential part of an industry dominated by economic trends and market performance. As a result, unsurprisingly, the advice traditionally given by financial advisors has been performance or risk based – or a combination of the two.

Global investment strategies and the state of the South African market

30 May 2017

In a panel discussion on the state of the South African Market at the 2017 Discovery Financial Planning Summit, moderated by Vusi Thembekwayo, Etienne le Roux, Chief Economist at Rand Merchant Bank (RMB), noted that although some recovery has been predicted in South Africa’s growth (at 1 to 1.5% in 2018), in terms of per capita income growth, it’s going nowhere.

Cut through the noise to find emerging investment trends

30 May 2017

A prolonged environment of uncertainty and political risk, both in South Africa and globally, means that investors should start cutting through the noise to find emerging investment trends, Isabelle Mateos y Lago, Managing Director and Chief Multi-Asset Strategist at BlackRock, told the Discovery Financial Planning Summit in Sandton.

Rates on hold despite declining inflation

30 May 2017

The expansion in the US, the world’s largest economy, is about to turn eight years old. This will make it one of the longest on record, and many worry that it won’t last much longer. This is a valid concern, since major bear markets on US and global equity markets tend to happen when America goes into recession. At the same time, US equities posted a fresh record high last week trading at above-average valuations.

quick poll

Question

Do you think short-term insurance broking will survive the AI plus humanoid robotics age?

Answer

Human first always Not a chance Possibly maybe Yes, but reimagined

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