Advisers should not get distracted by the wrong things - DFM CEO
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In this episode of Money, Markets, and Masterminds, Cogence CEO and CIO Jonel Matthee-Ferreira explains advisers risk making poor decisions if they react to short-term volatility instead of staying focused on long-term outcomes.
She further unpacks the firm’s move into private markets for retail investors, arguing that access to unlisted assets is becoming increasingly important as public markets shrink, but warning that diversification and liquidity management remain critical.
Beyond portfolios, Matthee-Ferreira highlights how DFMs are evolving through technology, partnerships and behavioural insights, allowing advisers to spend less time on implementation and more time with clients.
Listen below for more on where Cogence is finding opportunity – including South African fixed income, global equities and gold – while keeping a close watch on concentrated risks such as the build-out of AI.
She further unpacks the firm’s move into private markets for retail investors, arguing that access to unlisted assets is becoming increasingly important as public markets shrink, but warning that diversification and liquidity management remain critical.
Beyond portfolios, Matthee-Ferreira highlights how DFMs are evolving through technology, partnerships and behavioural insights, allowing advisers to spend less time on implementation and more time with clients.
Listen below for more on where Cogence is finding opportunity – including South African fixed income, global equities and gold – while keeping a close watch on concentrated risks such as the build-out of AI.
