Momentum Investments

retirement stock image source: CANVA

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

Momentum Investments: Global Citizen Masterclass webinar

Watch Momentum Investments' Global Citizen Masterclass webinar available online until the end of April 2024.
Sanisha Packirisamy, Economist, Momentum Investments

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. 
Paul Nixon, head of behavioural finance at Momentum Investments

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.
Pierre Jean Marais

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.
Ferdi van Heerden

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.
Momentum_Invest_Eugene_Botha

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.
Ali Simpkins

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.
Paul Nixon

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.
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COFI: A strategic reset for financial advice

The Conduct of Financial Institutions (COFI) Bill is umbrella legislation designed to consolidate market conduct provisions from more than a dozen existing financial sector laws, writes Adriaan Combrink, Junior Client Portfolio Manager, Equilibrium.

Catering for bespoke needs

Analytics’ Daniel Schoeman provides a thorough breakdown of what their DFM brings to the table for advisors and clients.

The behavioural alpha – hedge funds offer more than an investment solution

The decision to invest in a hedge fund often isn’t an attempt to beat the market in a purely mathematical sense or simply to achieve an investment objective. Instead, it is a behavioural strategy – a way to manage the psychological friction of long-term investing.

When it comes to performance hedge funds are not all made equal

Hedge fund performance has been favourably comparable to long-only investment strategies. This undoubtedly has helped with the increased investment in Retail Investor Hedge Funds.

Retail Investor Hedge Funds come of age

This article considers FSCA’s efforts to “democratise” hedge funds and how they are showing signs of success as retail funds gain increasing traction.
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