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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.
Evan_Gilbert

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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What is a hedge fund?

Hedge funds employ investment strategies that aim to outperform in both rising and falling markets. This article is the first in a series of introductory articles on hedge funds, written by Rob Macdonald, an independent consultant, author and CFP® Professional.

Communication that feels relatable

Why emotional intelligence is a financial planner’s secret weapon. By Tim Slatter, Creator of Contatto and Director, Slatter Communications

2025 Financial Planning Summit

Join us for The Financial Planning Summit 2025 brought to you by The Collaborative Exchange. A premier event where forward-thinking financial professionals gather to challenge assumptions, explore new opportunities, and redefine what success looks like in an evolving advice landscape.

Offshore isn’t always greener: who would have thought it?

When it comes to investing, some voices cut through the noise with rare clarity. By Kopano Makhu and Shaun Bruyns: Multi-Asset Co-Portfolio Managers at Mazi Asset Management

Altvest Capital transitions to Africa Bitcoin Corporation (ABC) – Africa’s first Bitcoin Treasury Company

Altvest Capital announced its formal transition to Africa Bitcoin Corporation (ABC) on 1 September 2025, marking the beginning of a bold new chapter in African finance.
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