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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How does the DFM business model support the sustainability of independent advice?
The rise of DFM-led communities presents both opportunities and challenges.
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.
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.
Alternative sources of return
Alternative investments financial advisors should add to clients’ portfolios, writes Florbela Yates, the Managing Director of Equilibrium Investment Management.
Creditworthiness key to client relations
Francois Strydom, CFA, the Portfolio Manager at Momentum Securities, believes his entity offers an attractive proposition for potential investors in the structured products sphere.
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