Investing Beyond inflation: Inside the new CPI+ AMETFs

What happens when institutional-grade retirement investing strategies become accessible to all South African investors? In this webinar, our own Carel Nolte sits down with EasyRetire RISE CIO Duane Gilbert to unpack the newly launched CPI+ AMETF range on EasyEquities and what outcome-based investing could mean for long-term wealth creation and retirement planning. From inflation-beating returns and retirement outcomes to diversification, volatility management and institutional portfolio construction, this conversation explores how actively managed ETFs can simplify long-term investing for ordinary South Africans. Topics covered include: The launch of Easy 3, Easy 5 & Easy 7 What CPI+ investing actually means How CPI+3, CPI+5 and CPI+7 differ Outcome-based investing explained Institutional investing strategies for retail investors Managing volatility & protecting retirement outcomes Long-term compounding & retirement investing Why diversification is the “free lunch” in investing How EasyRetire RISE constructs portfolios Active vs passive investing approaches Global markets, bonds & asset allocation Why inflation matters for investors Managing risk during market crashes Why starting early matters for retirement TFSAs, RAs & tax-efficient investing The psychology of long-term investing The future of retirement investing in South Africa ⏱️ Timestamps: 00:00 Welcome & introduction 00:59 Why Easy 3, Easy 5 & Easy 7 were launched 01:54 What CPI+3, CPI+5 & CPI+7 actually mean 03:58 Institutional investing for retail investors 05:45 Lessons from COVID & retirement outcomes 06:28 Which fund suits different investor profiles 07:08 Portfolio track record & long-term performance 07:57 How the portfolios are constructed 09:35 Tactical asset allocation explained 11:12 Costs, fees & specialist multi-manager investing 16:07 Trading costs & portfolio execution 18:46 Why process & discipline matter in investing 20:13 Starting retirement investing later in life 22:22 Investing for your children & compounding wealth 23:57 Understanding volatility & risk management 26:33 Inflation, oil prices & market outlook 33:36 Why investors should trust EasyRetire RISE 37:01 Simplifying retirement investing for everyday investors 38:06 Final thoughts on Easy 3, Easy 5 & Easy 7 39:30 The JSE kudu horn moment 😂 Disclaimer: Any opinions, news, research, reports, analyses, prices, or other information contained within this research is provided by an employee of EasyEquities an authorised FSP (FSP no 22588) as general market commentary, and does not constitute investment advice for the purposes of the Financial Advisory and Intermediary Services Act, 2002. First World Trader (Pty) Ltd t/a EasyEquities (“EasyEquities”) does not warrant the correctness, accuracy, timeliness, reliability or completeness of any information (i) contained within this research and (ii) received from third party data providers. You must rely solely upon your own judgment in all aspects of your investment and/or trading decisions and all investments and/or trades are made at your own risk. EasyEquities (including any of their employees) will not accept any liability for any direct or indirect loss or damage, including without limitation, any loss of profit, which may arise directly or indirectly from use of or reliance on the market commentary. The content contained within is subject to change at any time without notice. Ts and Cs apply.