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 webinar
Watch Momentum Investments' Global Citizen Masterclass webinar available online until the end of April 2024.
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.
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.
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.
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.
Most Popular
Announcement of Finalists for the 2025 Financial Planner of the Year Award
We are delighted to announce the names of the three finalists for the most prestigious competition in the financial planning industry – The 2025 Financial Planning Institute of Southern Africa Financial Planner of the Year Award.
South African equities: beyond the gloom
In this article, Wim Murray looks at some exciting long-term opportunities now on offer for discerning investors.
Marching to the beat of a younger generation’s drum
The FPI has launched the YFPO, a member-led FPI community, to make professional financial planning available to all South Africans. The focus is to unite and inspire the younger (under 40-year-old) CFP® professionals.
What is a hedge fund?
Hedge funds employ investment strategies that aim to outperform in both rising and falling markets. This article is the first in a series of introductory articles on hedge funds, written by Rob Macdonald, an independent consultant, author and CFP® Professional.
Communication that feels relatable
Why emotional intelligence is a financial planner’s secret weapon. By Tim Slatter, Creator of Contatto and Director,
Slatter Communications