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Looking forward to a RAG-based future

Professor Evan Gilbert and Paul Nixon, Momentum Investments, provide answers to why AI is going to be a part of the future of financial advice.
women investors

Are women really better investors?

Paul Nixon, head of behavioural finance at Momentum Investments Group, delves into whether women are better investors through a behavioural finance lens.
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The cost of carbon: an investor’s perspective

Environmental, Social and Governance (ESG) criteria have become a cornerstone of current investment management practices – but there are implications that need to be recognised, writes Professor Evan Gilbert, Research Strategist, Momentum Investments
what a child can cost stock imagen

What a child can cost 

For Youth Month, Paul Menge, Actuarial Specialist at Momentum Investo, has calculated what the expenses for a child may add up to.
Hymne Landman, CEO: Momentum Wealth

Clients can invest up to 100% of their investment assets offshore,...

While the allure of offshore investments is undeniable, careful deliberation is essential, writes Hymne Landman, CEO of Momentum Wealth.
avoiding the behavioral pitfalls of bitcoin

Avoiding The Behavioral Pitfalls of Bitcoin

Bitcoin has taken over the world and there are critical measures that investors need to be aware of, writes Paul Nixon, head of behavioural finance at Momentum Investments.
Ferdi van Heerden, chief executive officer at Momentum Investments

What is impacting the investment landscape? 

Ferdi van Heerden, chief executive officer at Momentum Investments, explores the key elements that shape investment decisions and strategies.
Fareeya Adams

Reimagining retirement planning

According to Fareeya Adam, Momentum Wealth has reimagined retirement for South Africans through income solutions aimed at empowering people to confidently plan for retirement.
Momentum Investments and Robeco Launch partnership in Southern Africa

Momentum Investments and Robeco launch partnership in Southern Africa

Momentum and Robeco's strategic partnership deepens portfolio integration in quantitative equity products and research.
workers meeting

Shaping the future of investment management and advice, today

Momentum Investments’ Research Hive is a purposefully created hub of research and innovation activity dedicated to advancing the worlds of effective investment management and advice for both the business and our clients writes Eugene Botha, Deputy Chief Investment Officer at Momentum.
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Deon Myburgh, Director: Mergers & Advisory, Warwick Wealth

Protected: A new era of wealth advisory partnerships 

As Independent Financial Advisors face mounting operational pressures and shrinking margins, Warwick Wealth introduces a model that redefines sustainability, succession, and success in the modern advisory landscape. Deon Myburgh, Director of Mergers and Advisory at Warwick Wealth explain how.
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How having a bias affects your potential returns as an investor

According to Florbela Yates, head of Equilibrium in the Momentum Metropolitan group, lack of diversification and irrational biases affect returns and investors’ long-term investment amounts.
Money Maestros Retirement Planning Workshops Mbombela

Join Money Maestros- ‘Retirement Income Workshops’ on the 29th of July 2025, Mbombela

Attend the Money Maestros 'Retirement Income Workshops' on the 29th of July 2025 in Mbombela- Nest Egg To Paycheck: Managing Withdrawals & Avoiding Ruin In Retirement.
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