Momentum Investments

Portrait

Traders with a sunny disposition may cast a shadow on investment...

One’s happiness depends more on your inward disposition of mind that outward circumstances says, Paul Nixon, Head of Behavioural Finance, Momentum Investments
Calculator

Investing in smart beta funds

Smart beta investing is not as complex as it may sound says, Loftie Botha, portfolio manager at Momentum Investments

Finding the balance

The balance in the workplace, the balance in the family and the balance between the two says, Florbela Yates, Head of Equilibrium

Where is the impact?

With the changes to Regulation 28 of the Pension Funds Act, the hype around impact investments will escalate, writes Mike Adsetts, deputy chief investment officer at Momentum Investments.

Retirement income reimagined

Momentum Investments has recently introduced enhancements that can help clients to maximise their chances of receiving a reasonable income stream, for as long as they live. Blue Chip unpacks these developments with Martin Riekert and Fareeya Adam.

Beware the market turbulence trap

Investors and advisers should beware the market turbulence trap. The uncertainty in markets over the past two years led many clients to lock in losses, writes Paul Nixon, head of behavioural finance at Momentum Investments.

Do DFMs add value?

Blue Chip sat down with Florbela Yates, head of Equilibrium, to understand the true value proposition that discretionary fund managers offer financial advisors.

The power of balance

Momentum Investment Consulting has rebranded with a new look and a brand-new name: Equilibrium. Blue Chip speaks to Florbela Yates, Head of Equilibrium, about the evolution of the discretionary fund manager.

A solid foundation for achieving investment goals

Different investors have different investment goals. Outcome-based investing is about placing clients’ goals at the centre of the investment process says, Nina Saad, head of institutional portfolio solutions at 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