Company Insights

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.
Global Emerging Markets

Offshore allocations: why Global Emerging Markets beckon  

James Corkin, portfolio Manager of Steyn Capital’s Global Emerging Markets strategy, highlights the exceptional opportunity in Global Emerging Markets, and outlines the decade-long process of bringing the strategy to launch.
Photo of Kapil Joshi, CEO, Momentum Money.

The A.R.T of saving with Momentum Money

Gone are the days when businesses could create products and expect clients to mould their lifestyles to them, says Kapil Joshi, CEO of Momentum Money
BRICS

Look both ways before you cross the BRICS Road

The ongoing shift in economic and political influence from the West, represented by the United States and the G7, to the East, represented by China and the BRICS bloc of nations, has been grabbing headlines over the past few years.
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 portfolios

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.
pexels-vlada-karpovich-7433839

A mandate designed for conservative global investors

With the support from higher rates, a conservative multi-asset class fund is an even more compelling option, says Coronation
China deflation

Has China finally slid into a debt/deflation spiral?

Although weaker Chinese domestic demand is causing concern, this may not be the start of a long-term economic depression, writes David Rees, Senior Emerging Markets Economist at Schroders.
Photo of Fanie Wasserman, Chief Executive Officer and Co-Founder, Securitas™ Financial Group

Securitas™ Financial Group Strengthens Client Relationships through Strategic Acquisitions

Securitas™ Financial Group takes bold strides towards a prosperous future, uniting with Jackie Steele & Associates and Rutherford Wealth to enhance client relationships and expand specialized financial solutions.
Stockholm

Stockholm Syndrome: the short story of Embracer Group 

James Corkin recounts the story of a recent successful short position in a high-flying gaming company, and how numerous accounting red flags should have been a warning to the company’s devoted supporters ahead of a major stock price collapse.
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Enhancing post-retirement income with discretionary solutions

When used strategically alongside compulsory retirement funds, discretionary money can significantly improve a retiree’s financial position.

Setting the gold standard in financial planning

South African business leader, advocate for financial literacy and driver of equality in the finance sector, Olwethu Masanabo, CFP®, has taken over the helm of the FPI as the FPI Board’s chairperson. Blue Chip spoke to her about her aspirations for the FPI.

Beyond the trophy: the invaluable lessons of a Financial Planner of the Year

Rudolph Geldenhuys shares his experience of winning the FPI Financial Planner of the Year 2024/25.

When is the ‘best’ time to invest offshore?

Momentum Wealth International offers a sophisticated investment framework for advisers to build customised portfolios that align with their clients’ unique investment goals, time horizons, and risk profiles.

Laurium Capital

Laurium Capital is an employee-owned boutique asset manager, offering several hedge and long-only funds to South African and global investors.
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