Editor’s Thoughts.

So it’s a weird work week, right? At least for those of us who are actually at work. (One day I’ll be one of those super organised people who check the calendar early in the year and use the “take 1 day’s leave and get 10 days off” sums posted on socials!)

I’m choosing to see the silver lining here – to catch up on some stuff that’s been lurking in my inbox for an uncomfortable while. One of those things I know you’re getting uncomfortable about is your CPD hours. So let me solve that for you right now. (And just in case you’re a trustee/manco who thinks this doesn’t apply to you, well … go grab your COFI.)

Today we drop Episode 7 of Inside Private Markets. This episode, with Karin du Toit (COO of Old Mutual Alternative Investments) is a practical unpack of the ways investors can immediately access private markets. It’s a great episode, in a series of great episodes. Why not use this weird week to binge the series (& earn free, verified CPD hours with EBnet.Edu)?

For your reading, Nick Dennis (Anchor Capital) reflects on a bruising first quarter for growth shares. His takeaway: the market is a powerful weighing machine and trying to “outsmart” it on principle is a bad strategy. Be mindful of misinterpreting Buffet’s famous quote: Be fearful when others are greedy, and greedy when others are fearful.

Misinterpreting, and blind spots, are particularly gnarly when it comes to your personal financial planning. Aldert Brink (Momentum Financial Planning) reminds that the best advisers are no longer product pickers; they’re part expert, part translator, part coach – the person who shows up when a crisis hits and the planning has to hold. And Mariska Redelinghuys (PSG Wealth) drives this point home with the dangers of DIY’ing your estate planning.

And finally Camille Rabier (21st Century) challenges our blind spots on how and what organisations and Human Capital professionals measure as “high performance”.

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