Momentum Investments Archives | Page 3 of 5

Photo of Fareeya Adam, head of guaranteed annuities at Momentum Wealth

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

Photo of Karabo Seima, portfolio manager at 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.

Martiens Barnard, marketing actuary 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.

Why do people invest? Why do people save?

For clients to realise their dreams, the gap to earning capacity and the price of the item is often too wide to save the cash under the mattress and hope for the best says, Kapil Joshi, Head of Momentum Collective Investment

How you can invest in future trends

Jako de Jager, head of retail portfolio solutions at Momentum Investments, shares six trends that will affect the global economy in 2023 and beyond.

Blue Chip Round Table Series

Blue Chip will be launching a series of Round Tables in 2023, covering key topics of interest to Financial Planners. The first round table, brought to you by Equilibrium (a division of Momentum Investments), focuses on Discretionary Fund Management. Register here...

Investment Moments, Podcast Episode 10

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.

Investment Moments with Momentum Investments, Podcast Episode 13

In this episode Ali Simpkins (Fund Specialist) talks to Wayne Dennehy (Head of Systematic Strategies and Structuring) about smart beta investment strategies and the launch of the Momentum Quality Equity Fund.