Explore the Category

Through the uncharted waters of 2024

27 March 2024

In 2024, investors are bracing themselves for what appears to be a turbulent period characterised by a convergence of significant challenges.

China dominates offshore investment themes circa 2022

17 January 2022

The half-dozen or so investment outlook presentations that I attended in the last month of 2021 could be summarised in just two words: China and inflation. Although the likes of Alexander Forbes, Efficient Group, Ninety One, Old Mutual, Sanlam and Schroders all discussed a range of investment themes, they all felt it necessary to devote a few minutes to the impact of China’s policy intervention on global markets, and a few more on whether or not US inflation would prove temporary or permanent.

Man versus Machine - D2C automated adviser investment platforms

17 April 2018

The marketing machines of the industry consistently make the promise to investors that, if entrusted with their wealth, it would secure for them a comfortable retirement . The only problem is they cannot honestly manage the evidence.

Switching on the value lightbulb

01 April 2017

Is your client’s behaviour standing in the way of their investment success? In this article we will explain how becoming aware of common biases can help clients improve their chances of achieving better returns.

quick poll

Question

“I don’t need your financial or risk advice, I am quite capable of doing this myself”. How do you respond to this boast by a prospective client?

Answer

Challenge them to produce a plan Counter with a real-world example Offer a free financial / risk check Shrug and move on

View the Results