Company Insights

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How to get the year off to a good start.

The start of a new year is a great time to reflect on what worked and what didn’t in the past.
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.
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Fed is at cruising altitude, but still awaiting clearance to land 

Investors have fastened their seatbelts in anticipation of an imminent descent in US rates. But sticky wage growth is likely to keep a cautious FOMC in a holding pattern until later in the year.
couple looking over paper work

Top performing PortfolioMetrix income fund set to list ETF version on...

Global investment manager PortfolioMetrix announced that it will list an actively managed exchange-traded income fund on the JSE at the end of January.
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.
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Legacy in motion: Carl Coetzee appointed as a Managing Director within...

Carl Coetzee, the charismatic industry leader and former CEO of BetterBond, has joined Capital Legacy to head up their sales and distribution division.
Pieter_Albertyn

Tax Thursday beats Black Friday

What does Black Friday have to do with a retirement annuity? Pieter Albertyn, Head of Product Solutions at Momentum Investo, explains you can’t beat the real value that tax rebates offer.
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Welcome to the first 408 hours of 2024!

Encouragement to thrive and strive for self improvement in 2024 from Lelané Bezuidenhout, CFP®, CEO, Financial Planning Institute of Southern Africa.
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.
Abdu-Rahman Abrahams

Investing for generational impact

Abdu-Rahman Abrahams Co-Head: Hybrid Equity, a division of Old Mutual Alternative Investments, shares his experience of a funding model that leaves a legacy for future generations.
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2026 FPI Awards are officially open

The 2026 FPI Awards are officially open! Don't miss this incredible opportunity to shine and be celebrated for your exceptional contributions to the financial planning profession.

Is everything becoming AI – and how can you respond without selling equities?

How can investors guard against the concentration risk of the technology/AI narrative without giving up equity exposure?

Terebinth Capital

Founded in 2013, Terebinth Capital is a research-focused, client-centric money manager that is located in Bellville, Cape Town.

2026 FPI Professional’s Convention

Join us in Cape Town on 07 – 08 October 2026 for two days of powerful learning, professional connection, and forward-thinking insights.

SouthernCross Capital

SouthernCross Capital is 100% owner-managed and has an AUM of R450-million, broken down into R350-million hedge fund and long-only R100-million.
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