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Momentum Investments

Investing tax-free

Tax-free investment products as part of a long-term financial plan can offer meaningful benefits. With Momentum Investments, investing is personal. Our Flexible Tax-free Option can help clients achieve their goals

Financial Planners, Meet Equilibrium by Momentum

At Equilibrium, we bring improved balance into your financial advice practice.

The power of balance: Equilibrium

Momentum Investment Consulting has rebranded to Equilibrium. Florbela Yates, Head of Equilibrium, explains what the rebrand means for financial advisers and how Equilibrium can assist them to future-proof their practices and build more diversified portfolios.

The Research Hive by Momentum Investments

Eugene Botha, Deputy Chief Investment Officer at Momentum Investments, introduces The Research Hive, set up within Momentum Investments to guide and drive industry innovation through resource-intensive collaboration.

Stay the course through market turmoil

In the middle of a crisis the stress can be so overwhelming that our strong emotions crowd out the rational mind. Mike Adsetts, Deputy Chief Investment Officer at Momentum Investments advises that it is far more useful to make decisions in advance, aligned to a clearly defined investment plan, and stay the course.

The evolution of Momentum

Blue Chip speaks to Hymne Landman, head of Momentum Wealth and Momentum Wealth International at Momentum Investments about how they continuously fulfil their aim of meeting clients’ expectations in a prompt, service-led and value-added manner.
Investment Moments Podcast Logo

Investment Moments, Podcast Episode 11

In this episode Levashni Naicker (Communications Specialist) talks to Kudzayi Ziso (Corporate Portfolio Solutions Portfolio Manager) about the topical subject of responsible investing and why it should appeal to investors.

Investing with purpose

Sonja Saunderson, Chief Investment Officer at Momentum Investments, shares comprehensive insight to the three key considerations for outcome-based investments and elaborates on the importance of defining an objective when investing and the role it plays for measuring your success.

An investing continuum

New products such as smart beta and factor-based investing funds have blurred the lines between the traditional alternatives of passive and actively managed funds. Professor Evan Gilbert, Research Strategist at Momentum Investments, provides insights into these alternatives with the goal of empowering you to make better choices between them.

How does responsible investing fit into your client’s portfolio?

Mike Adsetts, deputy chief investment officer at Momentum Investments, explains what it means to follow an integrated responsible investing approach.