Company Insights

Our profession must help the profession grow

A strong profession does not happen by accident. It is built deliberately, consistently and collectively by those who benefit from it and believe in its future.

Why are more South Africans returning to their retirement savings?

Why are more South Africans returning to their retirement savings?  Therese Grobler, Head of Wealth Management at Momentum Financial Planning (MFP) takes a closer look at the emerging patterns behind withdrawals and what they reveal about how people are navigating financial pressure today. 

Building diversified portfolios for uncertain times

Recent weeks have been riddled with uncertainty caused by the conflict in Iran and the significant impact on energy supplies. At the same time, we are dealing with unprecedented AI disruption, with uncertain consequences for labour markets and business models. 

A long-term perspective on tax-free investments

Fränzo Friedrich, Chief Marketing Officer of Momentum Investments, discusses the importance of tax-free investments in a broader financial plan.

When AI steps off the screen: the real-world revolution

Stuart Copley (Head of Investment Process at Fundhouse) explores how real-world AI is emerging, why it matters and why investors should pay attention.

Alexforbes Paragon Impact Awards 2026 highlights listed companies driving impact

The winners of the inaugural Alexforbes Paragon Impact Awards have been announced at a ceremony held on 26 March 2026.

The human edge: why AI will not replace the fiduciary advisor

Navigating the regulatory imperative of explainable AI and behavioural coaching. By Murray Anderson, Head of Retail, Prescient Investment Management.

Aligning physical health with financial security

On World Health Day, George Kolbe (Head of Life Insurance Marketing and Enablement at Momentum Life Insurance) discusses why financial health is just as critical as physical wellbeing.

The structured products balancing act

Structured products offer a broad range of solutions across risk profiles and return objectives. The key is ensuring the selected structure aligns precisely with the client’s mandate and intended outcome, writes Jason Binneman, Executive: Investments at Nedbank.

When gold miners became the new tech giants

Lessons about managing money in concentrated markets from Jan-Daan van Wyk, Associate Director, Stonehage Fleming Investment Management South Africa.
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Emerging markets tech: bubble or structural growth cycle?

Tom Wilson (Head of Emerging Market Equities at Schroders) writes that, while IT earnings momentum is strong, valuations and expectations are extended and forecast risk is high.

Personal advice needs a platform experience to match

Kapil Joshi, MD of Strategy and Proposition at Momentum Wealth, reminds us that financial advisers have always understood a simple truth: no two clients are the same.

Where value meets macro

Leandro Gastaldi, Portfolio Manager at Blue Quadrant Capital Management, discusses Macrovalue investing and a probability-based approach to markets.

Amplify Investment Partners

Amplify Investment Partners recently celebrated nine top-tier awards for industry-leading performance.

Four questions on investing in a geopolitically uncertain world

John Gilchrist, CIO at PSG Asset Management, writes that the ongoing conflict in the Middle East has raised multiple concerns for South African investors.
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