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Industry News

30 Aug 2023

Full disclosure ensures your claim is paid out

Transparency builds trust – and for the life insurance industry, this means that full disclosure safeguards the consumer’s long-term security, particularly as the country navigates a post-COVID-19 reality and widespread economic instability. Liberty’s Claim Statistics for 2022 revealed the positive impact of full disclosure and transparency in the insurance application process, as overall, 94% of...
30 Aug 2023

Three vital themes for investing over the next decade

By: Fabiana Fedeli, Chief Investment Officer Equities and Multi Asset, M&G Investments (UK) As long-term investors, there are three important themes that can’t be ignored as, over the next 10 years, companies able to operate profitably in these areas are most likely to still have a successful future. These are the environment, infrastructure, and innovation....
30 Aug 2023

An alternative view on saving

The most basic definition of saving is the delayed consumption of financial means to meet some future financial obligation, says Bennie Crous, Senior Portfolio Manager at Equilibrium. However, what does that mean? And what if I have no future financial obligations? Or if I’m planning to meet financial needs as they arise using credit? Firstly,...
24 Aug 2023

Tapping into the global footprint of domestic equities

While the JSE provides an attractive entry point into global businesses that provide a partial buffer against a declining economic environment, investors need to balance risk and return.
24 Aug 2023

Amplify Investment Partners goes global

Amplify Investment Partners has launched its first global equity funds to extend and diversify investment options for its clients.  “This is a natural progression for our fund offering,” says Amplify head Marthinus van der Nest. “We currently have funds that cover mostly the multi asset categories, but we are thrilled that we have expanded this...
24 Aug 2023

A powerful partnership: How AI is enhancing the role of insurance brokers

By: Jurgen Hellweg, CEO, Western National Insurance The ability of AI technology to conduct detailed risk assessments, expedite claims and analyse large datasets will lead to role-players in the insurance sector reassessing the role of brokers in the future. However, given the undeniable value of human connection as a tool to build relationships, offer tailored...
22 Aug 2023

Gender equality in the SA financial sector has a long way to go

By: Ann Sebastian, Head of Equities at Terebinth Capital Ann Sebastian, Head of Equities at Terebinth Capital, spoke to us about how financial advisors could be better serving the needs of their female investors, and her views on how there’s plenty of room for improvement when it comes to the role of women in the...
22 Aug 2023

TransUnion sets out to shatter glass ceilings

By: Lee Naik, TransUnion Africa’s CEO  and Shobana Maikoo, Head of TransUnion’s GlobalCapability Centre (GCC) Africa Around the world, women face inferior income opportunities compared with men. They are less likely to work for income, actively seek work, or work in formal employment. In Sub-Saharan Africa, the World Bank estimates that 74.1% of men participate...
22 Aug 2023

The investment challenges women face and how to overcome them

By: Famida Singh, Head of Investment Proposition for Standard Bank Investment and Asset Management The gender pay gap is one of the significant barriers to financial equality in the private sector, with women still earning less than men on average, says Famida Singh. This discrepancy affects single-income households, particularly those led by single mothers. Many...
18 Aug 2023

How to show clients you’re emotionally compatible

By: Ryan Murphy, Global Head of Behavioural Insights, Morningstar Research by our team of behavioural scientists suggests consumers are just as likely to hire a financial adviser for emotional reasons as financial ones. However, they may not be aware of those emotional reasons or be able or willing to discuss them at the outset of the relationship....

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