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.
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.
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.
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.
Momentum Investments’ new CEO: Ferdi van Heerden
Ferdi van Heerden took over the reins at Momentum Investments on 1 September 2023.
Give clients more control through certainty
In this environment of high interest rates, clients can lock in very attractive guaranteed annuity rates, says Fareeya Adam, head of guaranteed annuities at Momentum Wealth.
Taking the logical next step – invest your savings money
During these unpredictable times, it is now more vital than ever for people to take the first step in changing their spending habits, and the next step to investing their money smartly, says Pierre Jean Marais, Retail Marketing, Momentum Investments
How the Momentum Income Plus Fund can provide a haven in...
The Momentum Income Plus Fund has a unique value proposition: a high level of income and access to a diversified range of companies, says Karabo Seima, Portfolio Manager at Momentum Investments.
Add some “BMT” to your clients’ retirement portfolios
When your clients are on the big stage, in this case retirement, how does their living annuity perform when they need it most? Martiens Barnard, Marketing Actuary at Momentum Investments explains.
Global model portfolios for your advice practice
The new Equilibrium global model portfolios, sub-managed by our London based investment business, Momentum Global Investment Management (MGIM), gives South African investors access to a diversified range of global opportunities across a broad range of asset classes, countries, companies, currencies, and market sectors.
- Advertisement -
Most Popular
Matrix Fund Managers
Matrix Fund Managers is a Cape Town-based, owner-managed investment firm managing client investments of nearly R35-billion
Building value in a shifting landscape
Why financial advisers should take note of the Curate Momentum Flexible Property Fund. By Natalie Harrison, Head of Distribution at Curate.
The financial planning views of the youth
Young people today are navigating a complex financial environment, characterised by ambition and anxiety, writes Florbela Yates, Managing Director, Equilibrium.
Enhancing post-retirement income with discretionary solutions
When used strategically alongside compulsory retirement funds, discretionary money can significantly improve a retiree’s financial position.
When is the ‘best’ time to invest offshore?
Momentum Wealth International offers a sophisticated investment framework for advisers to build customised portfolios that align with their clients’ unique investment goals, time horizons, and risk profiles.
- Advertisement - 
