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Industry News

12 Apr 2024

Embracing AI in your financial planning business

By: Francois du Toit, CFP® , PROpulsion AI  is turning everything on its head, including the financial services industry, and you need to be ready for it. Whether you are a financial adviser, a financial planner, a business owner, or a stakeholder, you need to adopt a mindset that welcomes AI as an opportunity, not...
11 Apr 2024

Achieving financial freedom: Wealth creation and strategic planning

By: Burnadene van der Meulen, Structured Solutions Analyst: Bravura South Africa celebrates Freedom Month in April, so it’s fitting to reflect on the concept of financial freedom and its importance in our lives. Financial freedom isn’t just about maintaining a substantial bank balance; it’s about having the ability to live life on your terms without...
11 Apr 2024

Benefits of JSE index harmonisation

In addition to cutting through complexity, analysts say, the consolidation of the ‘vanilla’ and ‘Swix’ indices into one set of benchmark indices will be good news for liquidity on the JSE. It’s hoped that it will also lead to cost savings for investors over time. A widely accepted index is a sign of a healthy...
11 Apr 2024

Impact-driven investments key in times of macroeconomic turbulence

The private equity (PE) sector, much like its investment industry counterparts, has felt the impact of the tough macroeconomic climate. The past year has seen the convergence of geopolitical tensions abroad, the volatility of financial markets and heightened inflationary pressures. For some of the country’s leading retirement and pension funds, the turbulence of the times...
04 Apr 2024

Using geospatial data to manage climate change

By: Zelda Els, Technical Specialist, Santam Mitigating the increasing effects of climate change has become a top priority for South African insurers who have collectively paid billions of rands in related damages over the past five to 10 years. The increasing frequency and severity of weather events – such as heavy rainfall and resultant flooding...
04 Apr 2024

Can your living annuity go the distance?

By: Patrick Cameron-Smith, Product Actuary, Just SA Living annuity investors in the late 1990s and early 2000s have now had between 20 and 30 years of exposure to these instruments; similar to the expected lifespan of a pensioner at normal retirement ages. The nature of living annuities is that they do not guarantee a lifelong...
04 Apr 2024

M&G Funds recognised at 2024 industry awards

The M&G Property Fund won this year’s Raging Bull Award for ‘Best SA Real Estate General Fund’, recognising its straight performance over the three-year period to 31 December 2023. The M&G Property Fund was only launched in July 2020, but has already built up an excellent track record over this period under the management of...
27 Mar 2024

Unlocking hyper personalisation: AI's role in redefining customer experience

By: Paul Nixon, Head of Behavioural Finance at Momentum Investments Originally, behavioural finance was overly focused on the construct of ‘rationality’. This was demonstrated by the contrast often set between the hyper-rational and logical Mr. Spock from the popular sci-fi series Star Trek and pop culture sensation Homer from the animated series “The Simpsons” , who...
26 Mar 2024

The future of South African wealth 

For affluent South Africans, the ability to create new wealth will come under pressure in 2024, which is why wealth managers are prioritising the long-term preservation of existing wealth to mitigate short-term volatility. Some of the experts at Citadel weigh in. Looking at wealth trends for high-net-worth individuals (HNWIs), Citadel Director and Regional Head John Kennedy says...
26 Mar 2024

The magnificent middle

By: John Christy, Orbis Investment Counsellors A mere seven stocks have accounted for nearly all the gains in global equity markets in 2023. Strip out the so-called ‘Magnificent Seven’ – Alphabet, Amazon, Apple, Meta, Microsoft, NVIDIA and Tesla – and the rest of the US stock market has been slightly negative. This is a common...

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