MoneyMarketing SA

20/08/2026

"Confidence does not come from knowing everything at the beginning; it comes from being willing to learn."

Praleena Mudley, Investment Solutions Strategist at 10X Investments, sat down with MoneyMarketing to talk about creating clarity in a complex industry, the barriers keeping women from investing, and why conversations about women in finance are far from over.

With 53% of South African women having no retirement savings plan at all, Mudley says education remains a significant barrier, and that advisers play a crucial role in cutting through the noise and building confidence.

Read the full Q&A on the MoneyMarketing website: https://brnw.ch/21x54Vi

19/08/2026

We're at the PROpulsion Connect event in Cape Town. If you're here, come over to our stand and say hello!

04/08/2026

To celebrate Women's Month, Cheree Dyers, Chief Executive Officer of Prescient Investment Management, shares her perspective on the future of women in investment management. From breaking unconscious bias in leadership pipelines to why good investing is about temperament rather than gender, Dyers offers a candid look at where the industry is getting it right – and where blind spots remain. "If I could change one thing, it would be to stop seeing women as a niche market and start recognising them as one of the defining forces shaping the future of wealth creation."

Read more about her views here: https://brnw.ch/21x4FmX

03/08/2026

At the Momentum SheOwnHerSuccess event in Joburg. Looking forward to hearing some powerful words from some powerful South African women. Watch the MoneyMarketing website and socials for more about Women in Finance throughout August.

28/07/2026

From a dining room table to one of South Africa's most distinctive risk businesses.
When BrightRock - Love Change, CEO Suzanne Stevens reflects on the company's journey – born in the aftermath of the global financial crisis – one simple belief has guided everything: insurance should be built around people, not products.

It's a philosophy that started with a bold idea in 2011 and was famously introduced to advisers using a 3D printer at the 2012 launch, a powerful symbol of what personalised insurance could look like.

Fast forward to today, and that belief is stronger than ever:
– Cover that adjusts as your home loan decreases
– Child-related cover that falls away when dependants become independent
– Every rand working harder because it's matched to your actual needs

As Stevens puts it: "People want solutions that reflect their individual circumstances. That's what we built BrightRock around, and it continues to guide everything we do."

Read the full story on MoneyMarketing: https://brnw.ch/21x4uOu

27/07/2026

The biggest risk in investing? Confusing a trend with noise.
Most market headlines grab attention, spike briefly, and fade, without ever moving the needle on long-term returns. The real opportunity lies in spotting structural shifts, forces that genuinely reshape how economies work and how capital is deployed over time, says Lungile Macuacua, Portfolio Analyst at 1nvest.

Three structural trends worth taking seriously:
AI is becoming infrastructure
Not a hype cycle – a foundational shift. AI-related investment is projected to reach US$7.6 trillion by 2031. It's reshaping productivity across every industry – not just a sector to invest in.

Property is still the world's largest store of wealth
Global real estate is worth around US$393 trillion. From logistics to residential to data centres, demand persists across cycles – and listed property gives advisers a liquid, transparent way to access it.

Sustainable investing is now mainstream
Sustainable assets globally exceed US$30 trillion, embedded in regulation, institutional mandates and how risk is assessed.

The lesson for investors:
– Don't chase headlines. Focus on durability, not momentum.
– The most powerful trends are backed by fundamentals, not hype.
– That's where disciplined, cost-effective portfolio construction makes the difference.

What shift are you most focused on for the long term? Drop your thoughts below! https://brnw.ch/21x4sYz

22/07/2026

Ten years ago, you could not have bought this fund

Picture this: a retired teacher in her late sixties. Single income. A modest pension. She's watched her capital churn through a market she no longer has the time – or the appetite – to ride out. Her balanced fund? A punishing 2020, a forgettable 2021, and not much to celebrate since.
Sound familiar?

This is a problem most financial planners will recognise, says Alan Yates, Head of Distribution at Peregrine Capital. And it's exactly the kind of scenario that highlights why the investment landscape has changed — and why there are now options that simply didn't exist a decade ago.

Read the full article from MoneyMarketing to find out more: https://brnw.ch/21x4lia

Retail hedge funds in South Africa are transforming investment opportunities for investors. They offer diversification and protection.

21/07/2026

Navigating the investment journey: Lessons from planning a trip

Ever noticed how investing feels a lot like planning a long trip? Think about it – both require thoughtful planning, trust in the process, and the ability to stay committed even when things get bumpy along the way. Whether you're investing for retirement or another long-term goal, the same principles that make a great trip apply:
✅ Map out your destination
✅ Prepare for detours
✅ Stay the course when turbulence hits

Investing doesn't have to be intimidating. Sometimes the best way to understand it is through the things we already know.

Read more in the latest from MoneyMarketing: https://brnw.ch/21x4iAu

Long-term investment planning simplified. Learn how trust, diversification, and discipline can help you achieve your financial goals.

16/07/2026

Are you a financial adviser looking to grow your practice without compromising service quality? Learn how PortfolioMetrix supports advisers with investment solutions, technology, and succession planning.

Read more here: https://brnw.ch/21x4bto

Growth strategies for financial advisers to simplify complexity, enhance client relationships, and scale their businesses effectively.

08/07/2026

Thinking about investing offshore? Here's what you need to know.

With the rand under pressure and South Africa's economic uncertainty showing no signs of easing, more and more South Africans are looking beyond our borders to grow and protect their wealth.

And it makes sense. Global markets open the door to exciting sectors like technology, healthcare and renewable energy, and to some of the world's most innovative companies that you simply can't access on the JSE. But offshore investing isn't as straightforward as it might seem.

There are big questions to answer:
– How much should you allocate offshore?
– Which structure or platform is right for you?
– What are the tax implications?
– What happens to your investment when you emigrate or pass away?

These are exactly the kinds of questions a good financial adviser helps you work through.

Robert Rhodes, Managing Director of Momentum Wealth International, says it best:
"Offshore investing needs a very clear strategy that is closely aligned with the investor's goals and objectives."

And when global markets get rocky – because they will – your adviser is also there to help you stay calm and stay the course. "Clients are understandably very jittery about volatility and the impact on their goals. Advisers are there to steady that ship."

Bottom line? Offshore investing is a powerful tool for long-term wealth building. But like any powerful tool, it works best in the right hands.

Speak to a qualified financial adviser before making any offshore investment decisions.

Read more here: https://brnw.ch/21x3YJl