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