Deon Gouws July 2026 News24
Deon Gouws featured on Bruce Whitfield’s Business Week podcast
Last week, Deon Gouws, Chief Investment Officer at Credo, was once again interviewed by Bruce Whitfield on his weekly News24 podcast (from 22:39).
News
Billy Pain June 2026
Credo Partner Breakfast
The latest Credo Partner Breakfast brought together professionals from across our network for a morning of market insights and wealth planning discussions.
The session opened with a market update from Ben Newton, exploring the investment implications of accelerating AI capital expenditure, the recent SpaceX IPO and the evolving UK political landscape. Jack Clayton and Archie Mayer then presented on the Great Wealth Transfer, examining the £5.5 trillion expected to pass between generations over the coming decades, why this represents a significant opportunity for families, and how early intergenerational planning can help families achieve better outcomes.
The morning concluded with Mark Pomroy, who outlined Credo's alternatives offering and the role alternative investments can play in building more diversified, resilient portfolios.
Thank you to everyone who joined us. We look forward to welcoming you to our next Partner Breakfast.
Katie Gilfillan July 2026
Equities - June in review
Global markets delivered mixed returns for June. Following the strong gains in May, US equities experienced a modest pullback, with the Nasdaq and S&P 500 falling by 2.7% and 1.0%, respectively. European equities outperformed during the month, supported by easing...
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Best Ideas Portfolio Dividend Growth Portfolio
Thomas Keogh June 2026
May in review
May saw global financial markets continue their recovery, building on improved sentiment observed in April as investors took comfort from tentative signs of easing geopolitical tensions in the Middle East and a solid first-quarter corporate earnings season. Equity markets advanced, led once again by the US. The technology-heavy Nasdaq rose by...
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Best Ideas Portfolio Dividend Growth PortfolioMulti-Asset Portfolio Core 20/80 Multi-Asset Portfolio Core 45/55 Multi-Asset Portfolio Core 60/40 Multi-Asset Portfolio Core 70/30
Multi-Asset Portfolio ESG 20/80 Multi-Asset Portfolio ESG 45/55 Multi-Asset Portfolio ESG 60/40 Multi-Asset Portfolio ESG 70/30
Jason Spilkin June 2026
Otis: The quiet power behind urban life
Nobody likes a know-it-all. In Shirley Valentine, the British cult classic, a headmistress asks her class: “What is man’s greatest invention?” Answers fly - Sputnik, the hoover, the aeroplane, the internal combustion engine. Shirley knows...
Read the full Spotlight
Deon Gouws June 2026 Financial Mail
View from the Thames
Ten years have passed since voters in the United Kingdom originally decided to leave the European Union.
In his latest Financial Mail column, Credo’s Chief Investment Officer, Deon Gouws, reflects on this period.
You may need to subscribe to read this article.
Read the (paywalled) article Read the PDF
Deon Gouws June 2026 Blue Chip
Credo featured in Blue Chip
Behavioural finance is a fundamentally important aspect of the investment landscape.
In the latest edition of Blue Chip magazine, Credo’s Chief Investment Officer, Deon Gouws describes how this topic has increasingly played a part in his own life as an investment professional.
Read the article (page 32) Read the PDF
Billy Pain June 2026
What the World Cup reminds us about investing…
As England kick off their World Cup campaign today, it's a timely reminder that success, whether in sport or investing, is rarely achieved overnight.
The teams that go furthest in a tournament are often those that stay disciplined, trust the process and remain focused on their long-term objective, even when faced with setbacks along the way. The same principles apply to investing.
In our latest article, Billy Pain explores the parallels between the World Cup and investing, from managing uncertainty and emotions to the importance of patience, preparation and consistency.
As the tournament unfolds, there may be plenty of lessons from the pitch that investors can take into their own financial journey.
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Andrea Dardi June 2026
Whisky & market insights
Credo was delighted to host a fantastic evening at the Chesterfield Mayfair, where clients and guests joined us for a relaxed and informal whisky experience.
The event was brought to life by Andrea Dardi, and opened by Matt Norwood Young and Ben Newton, who shared their latest market perspectives and insights sparking thoughtful conversations throughout the evening. It was a great opportunity to connect, exchange ideas, and enjoy exceptional whiskies in excellent company.
A big thank you to everyone who joined us. We look forward to hosting more events that bring together meaningful discussions and memorable experiences.
Damian Yeomans June 2026 RSMR
Credo Dynamic Fund awarded an RSMR Rating
We are delighted to announce that the Credo Dynamic Fund has been awarded an RSMR fund rating, effective 1st June 2026. This prestigious rating is held by only around 5% of funds in the IA Mixed Investment 40-85% Shares sector. In their assessment, RSMR pointed to the fund's 'distinctive fixed income expertise' and 'strong internal risk disciplines', as well as an 'experienced and close-knit management team that has worked together since the fund's launch'. They added that 'a key differentiator is the team's agility and streamlined decision-making structure, allowing them to respond quickly to changing market conditions'.
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Thomas Keogh May 2026
April in review
April saw a notable recovery in global markets, with equities rallying as geopolitical tensions in the Middle East showed tentative signs of easing and investors regained confidence in the resilience of corporate earnings. Equity markets advanced broadly, led by the technology-heavy Nasdaq, which gained 15.3%. The S&P 500 followed with...
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Best Ideas Portfolio Dividend Growth PortfolioMulti-Asset Portfolio Core 20/80 Multi-Asset Portfolio Core 45/55 Multi-Asset Portfolio Core 60/40 Multi-Asset Portfolio Core 70/30
Multi-Asset Portfolio ESG 20/80 Multi-Asset Portfolio ESG 45/55 Multi-Asset Portfolio ESG 60/40 Multi-Asset Portfolio ESG 70/30
Deon Gouws May 2026 Financial Mail
View from the Thames
When the Artemis II space mission took place last month, the crew decide to name their spacecraft “Integrity”.
In his latest Financial Mail column, Credo’s Chief Investment Officer, Deon Gouws, writes about the term.
You may need to subscribe to read this article.
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Ross D'Addio May 2026 Accountingweb
Lending decisions work better when they sit inside a financial plan
In this article, Ross D’Addio shares why integrating lending, investments and long‑term planning leads to better client outcomes, drawing on collaborative work between Credo and MSP Financial Solutions.
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Jason Spilkin April 2026
Microsoft: Hotel California
Technology never moves in a straight line. It lurches, pauses, then suddenly accelerates. The 1980s put personal computers on office desks, replacing hulking mainframes. The 1990s unleashed the internet, minting new winners while quietly killing off old business models. In the 2010s, faster connectivity...
Read the full Spotlight
Thomas Keogh April 2026
March in review
March proved to be a difficult and unsettling month for global markets as rising geopolitical tensions, most notably the war in Iran, combined with a sudden repricing of interest rate expectations, drove a broad move away from risk across asset classes. Equity markets sold off heavily, with the S&P 500 falling 5.0% and the Nasdaq down 4.7%. European equities were hit harder, reflecting their greater sensitivity to energy price...
Click below for the latest factsheets.
Best Ideas Portfolio Dividend Growth PortfolioMulti-Asset Portfolio Core 20/80 Multi-Asset Portfolio Core 45/55 Multi-Asset Portfolio Core 60/40 Multi-Asset Portfolio Core 70/30
Multi-Asset Portfolio ESG 20/80 Multi-Asset Portfolio ESG 45/55 Multi-Asset Portfolio ESG 60/40 Multi-Asset Portfolio ESG 70/30
Damian Yeomans April 2026
Credo Dynamic Fund wins third consecutive LSEG Lipper Award
We are delighted to announce that the Credo Dynamic Fund has been honoured with the prestigious title of “2026 UK Best Mixed Asset GBP Flexible Fund Over 5 Years” at the LSEG Lipper Fund Awards. This marks the third consecutive year that the Fund has received this accolade, having also won the same award in 2024 and 2025.
The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, their accuracy is not guaranteed by LSEG Lipper.
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Billy Pain April 2026 Accountingweb
What accountants see first
Accountants are often present at the moment wealth is created, not after the fact.
In Billy Pain’s latest article for AccountingWEB, he explores why accountants are uniquely positioned to:
1. Spot wealth planning needs early
2. Identify trigger events before clients recognise them
3. Support better long term outcomes without crossing regulatory lines
Learn more
Deon Gouws April 2026 Financial Mail
View from the Thames
The war in Iran has dominated headlines over the past couple of months.
In his latest Financial Mail column, Credo’s Chief Investment Officer, Deon Gouws, breaks his silence on the topic.
You may need to subscribe to read this article.
Read the (paywalled) article Read the PDF
Ben Newton April 2026 CNBC Africa
Credo Dynamic Fund featured on CNBC Africa
Ben Newton, Portfolio Manager at Credo, appeared on CNBC Africa to discuss the recent market rally and growing investor optimism around a potential resolution to Middle East tensions. Benjamin shared his views on what a reopening of the Strait of Hormuz could mean for markets, and why, despite some remaining uncertainty around Iran, investors are increasingly looking ahead to a return to normality (from 0:20).
Ben Newton April 2026 Citywire
Credo Dynamic Fund featured by Citywire
Credo Dynamic Fund was recently featured in Citywire South Africa. The article focused on the Fund's allocation to alternatives, including catastrophe bonds and infrastructure investment trusts, alongside a short-duration credit book, as ways to broaden return sources beyond traditional equities and bonds.
You may need to subscribe to read this article.
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Rupert Silver April 2026 FundCalibre
Credo Dynamic Fund featured by FundCalibre
As one of FundCalibre’s Elite Rated multi-asset funds, Credo Dynamic Fund was featured in a recent article focusing on the current volatility in global markets and how best to navigate this. The article highlighted several recent changes to the Fund’s positioning, both to protect capital and also to lock in attractive returns.
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Deon Gouws April 2026 News24
Deon Gouws featured on Bruce Whitfield’s Business Week podcast
Last week, Deon Gouws, Chief Investment Officer at Credo, was once again interviewed by Bruce Whitfield on his weekly News24 podcast (from 23:32).
Rupert Silver April 2026 Bloomberg
Sterling doubts drive Credo Dynamic Fund's first foray into Australian Assets
Our Senior Portfolio Manager and Head of Fixed Income, Rupert Silver, was featured in Bloomberg, sharing why Credo Dynamic Fund has made its first-ever allocation to Australian dollar assets. With Australia on a more aggressive rate path than the UK, we see real value in the currency and geographic diversification this brings to the fund.
You may need to subscribe to read this article.
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Thomas Keogh March 2026
February in review
Financial markets faced competing forces in February, with encouraging economic data and easing inflation pressures offset by rising geopolitical risks and growing questions around the scale of AI-related investment. US equities lost momentum, with the S&P 500 and Nasdaq falling by 0.8% and 3.3%, respectively, as technology stocks came under renewed pressure amid easing earnings expectations and stretched valuations, while concerns over future AI driven...
Click below for the latest factsheets.
Best Ideas Portfolio Dividend Growth PortfolioMulti-Asset Portfolio Core 20/80 Multi-Asset Portfolio Core 45/55 Multi-Asset Portfolio Core 60/40 Multi-Asset Portfolio Core 70/30
Multi-Asset Portfolio ESG 20/80 Multi-Asset Portfolio ESG 45/55 Multi-Asset Portfolio ESG 60/40 Multi-Asset Portfolio ESG 70/30
Billy Pain March 2026
Credo Partner Breakfast
Credo recently hosted a Partner Breakfast at York Gate, bringing together professional partners for an engaging discussion on current market conditions and tax year end financial planning.
The session featured insights from Jarrod Cahn (Global Equity Fund), Ben Newton (Credo Dynamic Fund) and Ross D’Addio (Financial Planning), who shared practical perspectives on navigating market volatility, portfolio positioning and planning opportunities ahead of the tax year end.
Thank you to everyone who joined us for an insightful and collaborative morning. We look forward to continuing the conversation with our partners over the coming months.
Ben Newton March 2026 CNBC Africa
Ben Newton featured on CNBC Africa’s Closing Bell
Last week, Ben Newton, Co-Manager of Credo Dynamic Fund, made another appearance on CNBC Africa to discuss the current market volatility amid geopolitical conflict in the Middle East (from 1:22).
Lara Meyer March 2026 Resource Plus
A Standout Partnership
Great to see our Partnership Programme featured by our friend Brendon Stevens on the Resource Plus blog, following his visit to the 2026 Finance, Accounting & Bookkeeping Show. Brendon highlighted Credo as a standout example of how a strong partnership model can support firms as they navigate regulatory change and the shift toward deeper client relationships. Proud to be part of the conversation shaping the future of the profession.
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Charles van der Merwe March 2026
CEO Dinner
We were delighted to host a group of our Financial Intermediary clients last night for an evening of insightful discussion at The Shard.
Credo’s investment team shared meaningful updates across our range of solutions, reinforcing our position as both an investment manager and wealth platform partner. Credo offers a comprehensive suite of solutions designed to support Financial Intermediaries and meet the evolving needs of their clients.
Charles van der Merwe provided a business update and overview of upcoming enhancements to the Wealth Platform.
Deon Gouws shared his insights on the Multi-Asset Portfolios range, highlighting performance and how we build diversified offerings.
Jarrod Cahn provided a deep dive into the Equity Solutions and how we approach quality, conviction and long term value.
Rupert Silver presented an update on the Dynamic Fund and Fixed Income solutions, emphasising the disciplined and adaptable nature of our investment process.
It was a pleasure to bring together clients and colleagues for great food, lively conversation and a collaborative atmosphere.
For more information on our investment solutions, please click below.
Learn more
Deon Gouws March 2026 Financial Mail
View from the Thames
A recent piece by Citrini Research in the US provided a very bearish outlook based on developments on the artificial intelligence front.
In his latest Financial Mail column, Credo’s Chief Investment Officer, Deon Gouws, offers perspective.
You may need to subscribe to read this article.
Read the (paywalled) article Read the PDF
Lara Meyer March 2026
Credo makes its mark at FAB.UK
Last week, FAB.UK brought together thousands of finance, accounting and bookkeeping professionals for two days of insight, innovation and real conversations about the future of the profession. As a growth led event designed for decision makers, it’s one of the most valuable places for firms to explore new ideas and connect with partners who can help them scale smarter.
For Credo, it was a standout moment.
Across both days, the team engaged in thoughtful, high quality conversations with firms from all over the UK. Each one reinforcing the appetite for better ways to support clients and build stronger, more resilient businesses. The buzz around the stand made it clear just how much interest there is in what Credo brings to the industry.
From a brand perspective, FAB.UK was exceptional exposure. The stand, messaging and overall presence resonated strongly with attendees, giving us the opportunity not only to connect with new firms in the accounting space, but also to showcase Credo’s broader offering.
It was a brilliant experience from start to finish. A combination of meaningful conversations, strong team energy and a polished brand presence that stood out on a busy show floor.
The momentum from FAB.UK sets a powerful foundation for the future Credo is building in this space.
Archie Mayer March 2026
Preparing for the 2025/26 tax year end
What clients should be thinking about now? As we approach the end of the 2025/26 tax year, there are a number of important planning opportunities and deadlines for individuals, families and business owners to consider. In this short video, Credo’s Archie Mayer and Ella Austin highlight some of the key areas to review ahead of tax year end, from allowances and wrappers to timing considerations, helping clients ensure nothing is overlooked before 5 April.
For a deeper dive into the key planning themes, you can also explore our full 'Tax Year End Planning guide', which outlines the main strategies to consider across accumulation, retirement and succession.
Check out the guide
Billy Pain March 2026 Accountingweb
From pie & mash to portfolios
What can a 111 year old pie & mash shop teach us about markets, wealth management and accountancy? In a new AccountingWEB article, Billy Pain reflects on lessons from S.R. Kelly’s (a family business that recently turned 111 years old) and draws parallels with what truly drives long term success in advice-led professions.
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Rupert Silver March 2026 Trustnet
Credo Dynamic Fund featured as a “top multi-asset fund” by Trustnet
Credo Dynamic Fund Managers Rupert Silver and Ben Newton recently spoke with Trustnet about the Fund’s positioning and performance. In particular, they discussed their underweight position in fixed interest investments in favour of more exciting opportunities in alternative asset classes, such as REITS and commodities. This approach has paid off, helping the Fund to produce top-quartile performance over the past 1, 3 and 5 years.
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Lara Meyer March 2026 Accountingweb
Choose the right model for wealth management advice
Jake Smith compares and explains in detail the different wealth models accounting practices can adopt. At Credo, we believe the dedicated partnership model is the most effective.
We’ve been building these partnerships for years and have consistently found that they lead to the most favourable outcomes for the client [of the accountant].
This collaborative approach gives accountants oversight of their clients’ wealth journey, requires no exclusivity when referring clients elsewhere, and keeps the Credo wealth manager accountable for the entire relationship.
Learn more
Ben Newton March 2026 Trustnet
Credo Dynamic Fund highlighted by Trustnet
The Credo Dynamic Fund was recently identified by Trustnet as one of three funds that have topped the IA Mixed Investment 40-85% Shares sector on multiple fronts over the past 3 years (to end of 2025). The highly competitive sector features approximately 215 funds in total. The detailed research scored funds on ten key metrics, including cumulative and discrete year returns, annualised volatility, alpha generation, Sharpe ratio, upside/downside capture and maximum drawdown. Trustnet also noted the Fund’s flexible approach, combining long-term core holdings with tactical opportunities.
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Deon Gouws March 2026 CNBC Africa
Deon Gouws featured on CNBC Africa
Last week, Deon Gouws, Chief Investment Officer at Credo, once again featured on CNBC Africa.
Deon Gouws March 2026 News24
Deon Gouws featured on Bruce Whitfield’s Business Week podcast
Last week, Deon Gouws, Chief Investment Officer at Credo, was once again interviewed by Bruce Whitfield on his weekly News24 podcast (from 21:40).
Thomas Keogh February 2026
January in review
January began with heightened volatility across global markets, as investors navigated geopolitical shocks, including Venezuela’s sudden political upheaval and rising tensions between the US and Europe over Greenland, yet equities ultimately outperformed, supported by resilient economic...
Click below for the latest factsheets.
Best Ideas Portfolio Dividend Growth PortfolioMulti-Asset Portfolio Core 20/80 Multi-Asset Portfolio Core 45/55 Multi-Asset Portfolio Core 60/40 Multi-Asset Portfolio Core 70/30
Multi-Asset Portfolio ESG 20/80 Multi-Asset Portfolio ESG 45/55 Multi-Asset Portfolio ESG 60/40 Multi-Asset Portfolio ESG 70/30
Billy Pain February 2026 Accountingweb
Why junior ISA money still pours into cash?
Despite Junior ISAs being designed for an 18 year investment horizon, the majority of contributions continue to flow into cash rather than globally diversified investments.
In a recent article for AccountingWEB, Billy Pain explores:
1. Why cash feels safe but often fails to protect long term purchasing power
2. How time and compounding do most of the heavy lifting
3. Why globally diversified, evidence based investing aligns well with JISAs
4. The opportunity for accountants and advisers to reframe the conversation with families
When a product is built for long term growth, the default choice deserves a second look.
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Jason Spilkin February 2026
A crucial crossroads for product safety
In the American justice system, the path to resolution can often feel complex and winding. It is sometimes said that you get the justice you can afford but the story of Monsanto (now majority-owned by Bayer) proves that money does not buy justice. Federal litigation typically begins at district courts, from which decisions may be appealed...
Read the full Spotlight
Billy Pain February 2026 Accountingweb
Beyond the numbers: How accountants are looking to holistic advisory services
In this latest AccountingWEB piece, Jake Smith speaks with John Gaskell and Billy Pain on why accountancy is moving beyond compliance and towards truly holistic advisory. As technology handles the numbers, deeper advice and joined up thinking are where real client value is created.
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Deon Gouws February 2026 Financial Mail
View from the Thames
There’s lots of talk about a bubble in Artificial Intelligence stocks.
In his latest Financial Mail column, Credo’s Chief Investment Officer, Deon Gouws, considers a few contrasting pieces on this topic from leading players in the world of investing.
You may need to subscribe to read this article.
Read the (paywalled) article Read the PDF
Simon Weatherup February 2026 Accountingweb
Fiery markets? Why planning beats predictions
Is the Year of the Fire Horse a sign of market volatility? Looking back to 1966 suggests it might have been. But the real lesson isn’t about predictions, it’s about preparation.
Simon Weatherup, Wealth Manager at Credo, explores what history tells us, why diversified portfolios matter, and how an investment “MOT” can keep clients aligned with their risk, objectives and long-term plans.
1. Short-term market moves are inevitable
2. Long-term outcomes are driven by structure and discipline
3. Planning should be built to withstand any year – fiery or not
A light-hearted theme with a serious message: confidence comes from a robust financial plan, not a forecast.
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Billy Pain February 2026 Accountingweb
Should we rename the stocks and shares ISA?
In our latest contribution to AccountingWEB, Credo’s Billy Pain explores how the long standing naming of the Stocks and Shares ISA may be unintentionally discouraging UK savers from taking advantage of a broader range of investment options.
Despite being one of the most powerful tax efficient wrappers available, many savers still default to Cash ISAs often because “stocks and shares” suggests equity only, higher risk investing.
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Ross D’Addio February 2026 Accountingweb
What is an Offshore Bond and when to consider them?
Ross D’Addio explores the role of offshore bonds as a tax-efficient investment wrapper, highlighting how they can provide flexibility for UK clients in managing tax liabilities, retirement planning, and estate strategies. Rather than being an investment themselves, offshore bonds act as a vehicle to hold assets such as funds or discretionary portfolios, with the key advantage of deferring tax until withdrawals or encashment.
Ross D’Addio outlines scenarios where offshore bonds may be suitable, such as for higher-rate taxpayers, those maximizing ISA and pension allowances, or families considering wealth transfer and cautions that they may be less appropriate for clients needing short-term access or with unused tax-efficient allowances. His article underscores the importance of professional guidance when considering offshore bonds as part of a diversified financial plan.
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Billy Pain February 2026 Business Report
How the Three-Bucket framework secures your succession journey
Following a recent feature in AccountingWeb, Billy Pain’s latest piece exploring how the three-bucket framework can help secure a clear and effective succession journey has also been published by Business Report.
The article highlights the importance of structured financial planning when balancing income needs, capital preservation and long-term legacy objectives.
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Billy Pain February 2026 Accountingweb
Three-Bucket Framework for business owners navigating succession
Succession planning is rarely just a technical exercise. For many business owners, it is deeply personal and often overwhelming. One way to bring structure and clarity to this complexity is the Three-Bucket Framework, drawing on principles popularised in The Aspirational Investor by Ashvin B. Chhabra.
The framework encourages business owners to think about their wealth across three distinct buckets:
1. The Bulletproof Bucket
2. The Compound & Grow Bucket
3. The Aspirational Bucket
When these buckets are intentionally balanced, business owners can protect what matters most, grow capital sustainably, and still pursue future ambitions with confidence.
Billy Pain explores how this framework can support better succession planning conversations in our latest AccountingWEB article.
Learn more
Thomas Keogh January 2026
December in review
December failed to deliver on the “Santa Claus Rally” many investors anticipated, but global markets still ended the year on a positive note supported by easing inflationary pressures, solid corporate earnings, and expectations that major central banks will continue lowering interest rates in...
Click below for the latest factsheets.
Best Ideas Portfolio Dividend Growth PortfolioMulti-Asset Portfolio Core 20/80 Multi-Asset Portfolio Core 45/55 Multi-Asset Portfolio Core 60/40 Multi-Asset Portfolio Core 70/30
Multi-Asset Portfolio ESG 20/80 Multi-Asset Portfolio ESG 45/55 Multi-Asset Portfolio ESG 60/40 Multi-Asset Portfolio ESG 70/30
Deon Gouws January 2026 News24
Deon Gouws featured on Bruce Whitfield’s Business Week podcast
Last week, Deon Gouws, Chief Investment Officer at Credo, was once again interviewed by Bruce Whitfield on his weekly News24 podcast (from 26:37).
Deon Gouws January 2026 Financial Mail
View from the Thames
How tumultuous were financial markets actually over the course of 2025?
In his first Financial Mail column for this year, Credo’s Chief Investment Officer, Deon Gouws, reflects on this question, from the perspective of his 30 years of experience within the investment management industry.
You may need to subscribe to read this article.
Read the (paywalled) article Read the PDF
Billy Pain January 2026 Accountingweb
Credo Featured in AccountingWEB
Jake Smith examines how strategic partnerships support practice growth. Stephen Kenny from PKF Littlejohn explains how the firm is increasing revenues and improving client satisfaction through an innovative wealth management partnership.
Learn more