Company Insights

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.

Advisers’ Next Big Thing

Ring-fencing future revenue takes early tactics and forethought. For advisers, now is the moment to identify the clients of the future and get them onto the books, says Deon Theunis, Head of Intermediary Support, Sanlam Risk & Savings
NY Stock-Exchange

How should investors respond to the stock market’s dwindling status?

Companies are abandoning the stock market in their droves, yet this is the main place where savers have put their money for long-term growth, says Schroders
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Rob Macdonald, Independent Consultant

The client is the person, not their money

Independent Consultant Rob Macdonald reflects on the 100th edition of Blue Chip magazine.

Is your financial plan written for the woman you used to be?

The woman you are today has different priorities, responsibilities and ambitions. Your money strategy should reflect that, writes Laetitia Olivier, Financial Adviser at Momentum Financial Planning.

Celebrating Blue Chip’s 100th edition

Lelané Bezuidenhout, CFP®, CEO, Financial Planning Institute of Southern Africa, pays tribute to Blue Chip's 100th issue.

Corporate activism: Unlocking value beyond traditional investing

Investing is not always about finding the next great company; sometimes it is about recognising the value the market has yet to see, writes Odirile Sebolao, Fund Specialist at Curate Investments.

What matters most to investors during “permanent” volatility? 

Uncertainty is becoming the norm, say investors, as they adjust their strategies to navigate – and exploit – persistently higher volatility, writes Phil Robotham, Head of South Africa, Client Group, Schroders. 
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