Blue Chip Issue 85
Blue Chip Journal is a quarterly journal for the financial planning industry and is the official publication of the Financial Planning Institute of Southern Africa NPC (FPI), effective from the January 2020 edition. Blue Chip publishes contributions from FPI and other leading industry figures, covering all aspects of the financial planning industry. Visit Blue Chip Digital: https://bluechipdigital.co.za/
Blue Chip Journal is a quarterly journal for the financial planning industry and is the official publication of the Financial Planning Institute of Southern Africa NPC (FPI), effective from the January 2020 edition. Blue Chip publishes contributions from FPI and other leading industry figures, covering all aspects of the financial planning industry. Visit Blue Chip Digital: https://bluechipdigital.co.za/
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CONTENTS<br />
OCT/NOV/DEC 2022<br />
ISSUE<br />
<strong>85</strong><br />
46<br />
THE UNLOVED OF THE UNLOVED<br />
By Ben Arnold, Investment Director,<br />
Schroders<br />
48<br />
IS THERE STILL A PLACE<br />
FOR HEDGE FUNDS?<br />
Bateleur Capital tells you why<br />
financial planners should be interested<br />
in them<br />
50<br />
FOR THOSE WHO BELIEVE,<br />
NO EXPLANATION<br />
IS NECESSARY<br />
For those who do not, none will suffice, says<br />
Protea Capital Management<br />
52 HOMEGROWN<br />
Mike Adsetts, Deputy Chief Investment<br />
Officer, Momentum Investments, says that<br />
the investment industry is one that we can<br />
be proud of<br />
54<br />
RETIREMENT INCOME<br />
PLANNING REIMAGINED<br />
By Fränzo Friedrich, Head of Marketing,<br />
Momentum Investments<br />
55<br />
DO YOU HAVE THE WILL<br />
TO SECURE YOUR CLIENT’S<br />
FINANCIAL FUTURE?<br />
By Kobus Wentzel, Head of Distribution, 1Life<br />
Insurance<br />
58<br />
A PARTNERSHIP WORTH ITS<br />
WEIGHT IN GOLD<br />
By SA Gold Coin Shop<br />
60<br />
ETF INVESTING<br />
Michelle Noth tells you why<br />
and how<br />
62<br />
FORGET SOFT LANDINGS<br />
How much of a recession is needed to<br />
tame inflation?<br />
66<br />
WILL FINANCIAL PLANNERS EVER<br />
BE PROFESSIONALS?<br />
By Rob Macdonald, Head of Strategic Advisory<br />
Services, Fundhouse<br />
68<br />
CX CHANGES EVERYTHING<br />
Fairbairn Consult says that customer<br />
experience is of utmost importance<br />
70<br />
IN NEED OF A CRISIS<br />
Why do we wait for a crisis before we<br />
act? By Hannes Viljoen<br />
72<br />
FIVE STEPS TO A<br />
COMFORTABLE RETIREMENT<br />
By Dieter Schmikl, Financial Advisor, NMG<br />
Benefits<br />
74<br />
THE PANDEMIC’S INFLUENCE ON<br />
CANCER DIAGNOSIS<br />
Cancer is one of the leading deaths globally, by<br />
Liberty Corporate<br />
4 www.bluechipdigital.co.za
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