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Financial Planning Event

Blue Chip Round Table Series

Blue Chip will be launching a series of Round Tables in 2023, covering key topics of interest to Financial Planners. The first round table, brought to you by Equilibrium (a division of Momentum Investments), focuses on Discretionary Fund Management. Register here...
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Investment Moments, Podcast Episode 10

In this episode Levashni Naicker (Communications Specialist) talks to Kudzayi Ziso (Corporate Portfolio Solutions Portfolio Manager) about the topical subject of responsible investing and why it should appeal to investors.
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Investment Moments with Momentum Investments, Podcast Episode 13

In this episode Ali Simpkins (Fund Specialist) talks to Wayne Dennehy (Head of Systematic Strategies and Structuring) about smart beta investment strategies and the launch of the Momentum Quality Equity Fund.
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Investment Moments with Momentum Investments, Podcast Episode 12

In this episode Levashni Naicker (Communications Specialist) talks to Paul Nixon (Head of behavioural finance) about investor behavior, investment noise and what happens when we are faced with too many choices.
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Investment Moments with Momentum Investments, Podcast Episode 11

In this episode Levashni Naicker (Communications Specialist) talks to Eugene Botha (Deputy Chief Investment Officer) about the key to diversification, considering that we don’t know what the future holds.
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Investment Moments with Momentum Investments, Podcast Episode 9

In this episode Levashni Naicker (Communications Specialist) talks to Mike Adsetts (Deputy Chief Investment Officer) about the hot topic of responsible investing and how we implement responsible investing in our portfolios.
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Investment Moments with Momentum Investments, Podcast Episode 8

In this episode Levashni Naicker (Communications Specialist) talks to Wayne Dennehy (Head of Systematic Strategies and Structuring) about smart beta funds and how they fit into your client’s portfolio.
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Investment Moments with Momentum Investments, Podcast Episode 7

In this episode Niel Joubert (Communications Manager) talks to Paul Nixon (Head of Behavioural Finance) about the human brain, behavioural finance, and why we make the choices we do.
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Investment Moments with Momentum Investments, Podcast Episode 6

In this episode Niel Joubert (Communications Manager) talks to Paul Nixon (Head of Behavioural Finance) about the link between a client’s personality and their financial behaviour.
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Investment Moments with Momentum Investments, Podcast Episode 5

In this episode Levashni Naicker (Communications Specialist) talks to Andre Geldenhuys (financial adviser at Momentum Consult) about guaranteed solutions as part of a financial plan..
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Accountability: taking ownership of outcomes

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A lower inflation benefit to society does not necessarily align with higher investment returns. How should we consider the impact on financial planning, asks Peter Foster, Chief Investment Officer, Fundhouse?

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