Momentum Investments

retirement stock image source: CANVA

Blending security and flexibility for retirement 

One crucial decision people face at retirement is choosing an annuity. We’ve reimagined retirement to make the choice easier, writes Martin Riekert, head of retail investments at Momentum Investments.
Momentum Investments Global citizen Masterclass

Momentum Investments: Global Citizen Masterclass webinar

Watch Momentum Investments' Global Citizen Masterclass webinar available online until the end of April 2024.
Sanisha Packirisamy, Economist, Momentum Investments

Top 10 trends shaping tomorrow

Sanisha Packirisamy, Momentum investments, shares 10 trends that are likely to shape the trajectory of global politics, economics and financial markets in the months to come. 
Paul Nixon, head of behavioural finance at Momentum Investments

Unlocking hyper personalisation: AI’s role in redefining customer experience

Artificial intelligence (AI) is helping us to gain a deeper understanding of investors to provide a better customer experience, writes Paul Nixon, head of behavioural finance at Momentum Investments.

A leap forward into a new digital era

Momentum Wealth International's redesigned website ushers in a new era in how financial advisors, wealth managers and clients in South Africa and beyond interact with digital platforms that facilitate offshore investing.
Pierre Jean Marais

Start investing through a tax-free investment, asap  

Using tax-free investments, also known as tax-free savings accounts, and starting as soon as possible, can have meaningful benefits for wealth-building, writes Pierre Jean Marais, retail marketing at Momentum Wealth.
Ferdi van Heerden

A universal perspective

Ferdi van Heerden took over the reins at Momentum Investments in September 2023. He has filled a range of executive positions in the Group, culminating in more than a decade of leadership in the international investment industry as head of Momentum Global Investment Management in the UK. Blue Chip caught up with him.
Momentum_Invest_Eugene_Botha

Investing in machine learning research 

Machine learning is a rapidly growing field that offers many potential applications in investment management and related fields, writes Eugene Botha, Deputy Chief Investment Officer at Momentum Investments.
Ali Simpkins

Demystifying Smart Beta

According to Ali Simpkins, the Fund specialist at Momentum Investments, Smart Beta has disrupted the binary choice between active and passive investing.
Paul Nixon

Investors lose millions due to their switching behaviour 

Past performance is not a good indication of future returns, but it remains one of the main determinants of ‘behaviour tax’, writes Paul Nixon, head of behavioural finance at Momentum Investments.
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Altvest Capital's banners on road

Altvest credit opportunities fund reports transformational year of growth and impact in 2025 

The Altvest Credit Opportunities Fund (ACOF), a specialist SME-focused private credit fund managed by Altvest Capital, today announced its audited financial results for the year ended 28 February 2025, marking a breakthrough year in its mission to democratise access to capital and drive inclusive economic growth across South Africa.

A home for independent financial planners

There is a real concern that independent financial planning is dying while product-driven consolidators buy up small, independent financial planning businesses to bulk up their product factories, where profits are juicy, and scale is possible.
Brandon Zietsman, CEO and Founder, PortfolioMetrix

Pioneer in the DFM space

PortfolioMetrix was one of the first DFM firms in South Africa. Brandon Zietsman tells us more about their current offering.
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