Momentum Investments

Global investment opportunities

Global investment opportunities

Effective and holistic diversification is essential for local investors and offshore markets can offer just that, says Eugene Botha, Deputy Chief Investment Officer of Momentum Investments.

The use of AI in investment platforms

One of the benefits of using artificial intelligence (AI) in our investment platform of the future is enabling financial advisers to make better decisions, says Hymne Landman, head of Momentum Wealth.
Head of Equilibrium

The importance of saving

Another important reason to save is to prepare for unexpected expenses says Florbela Yates, Florbela Yates, Head of Equilibrium.
A shift in geopolitics and economic policy

Is this a reset?

Inflation has surged and this has led to the end of the easy money era says, Mike Adsetts, Acting Chief Investment Officer, Momentum Investments
Selecting Investments

The dawn of thematic investing

Thematic investing has become progressively more popular and focuses on the future investment landscape, targeting economic development and trends that will shape the future says, Eugene Botha, Deputy Chief Investment Officer at Momentum Investments
In search of the Holy Grail

The search for the Holy Grail

We live in a world that is continuously evolving. This creates uncertainty and makes giving advice challenging, especially if the investment managers you have recommended to your clients do not perform in line with expectations.
Jeanette Marais, CEO, Momentum Investments_

A focus on the future of investing

"With increasing complexity, we need to focus on our speciality and niche and find the right partners to journey towards success with." says, Jeanette Marais, CEO, Momentum Investments and Deputy CEO, Momentum Metropolitan Holdings
Crypto Assets

Cryptocurrencies as an investment 

Cryptocurrencies are sweeping the world in terms of news headlines, but the question remains in terms of the suitability of the asset class other than pure speculation.
Financial Planning Event

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...

Maintain a reasonable standard of living in retirement, even when markets...

By blending a life annuity and a living annuity, we are partnering with financial advisers to help clients make better decisions at retirement, writes Martiens Barnard, marketing actuary at Momentum Investments.