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.
Does NHI spell the end for medical aid and gap cover?
The role of medical schemes and the role of gap cover is a matter of speculation at present as it has not been determines what benefits the NHI Fund will provide.
So, you’ve been there, seen that and done it all?
Trevor Glassock, Head of sales at Dr Roddy Carter, highlights how Dr Roddy Cater's 14-week Unstoppable YOU programme stands as a beacon for personal mastery and resilience.
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.
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.
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.
How will the COP28 resolutions shape Africa’s financial future and how...
Sandra Villars, Partner, Financial Services at Oliver Wyman, examines the concept of nature-related risk
and stresses the need for financing for climate adaptation that is relevant to the African context.
How to retire in a volatile market
Lourens Coetzee writes about how Marriott Investment Managers endeavors to bring more certainty to retirement planning with an income focused investment style.
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.
The rising relevance of DFMs
In August 2022, Discovery launched Cogence, South Africa’s first truly global discretionary fund manager as well as the first discretionary fund manager to fully model retirement solutions by taking
health experience into account.
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What are the different types of structured products available to retail and institutional investors...
There is a limited range of structured products offered in South Africa compared to the rest of the world.
The 2026 guide to structured products in South Africa
Exclusive: The 2026 Structured Products Guide is now available as an eBook. This guide features a range of highly informative introductory articles about structured products in South Africa and provide profiles of leading companies offering structured products in South Africa.
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?
What is a structured product?
Structured products can offer investors a unique way to access market returns while managing risk with capital protection and tailored pay-offs. These innovative investments have evolved and can now offer the potential for enhanced or geared returns, with partial capital protection. Investors must weigh the trade-offs against the gains.
Digital Transformation Summit – South Africa 2026
Bringing together 200+ C-level executives, CIOs, CTOs, technology leaders, policymakers, and digital decision-makers, the summit is set to take place on 11th March 2026 at the Indaba Hotel, Spa and Conference Centre.



















