Nature’s Dividend: investing with impact to tackle the dual climate and biodiversity...
Diane Laas and Rob Stewart, Global Impact Fund Managers at Melville Douglas, discuss how to invest with impact to target both the climate and biodiversity crises.
Demystifying Smart Beta
According to Ali Simpkins, the Fund specialist at Momentum Investments, Smart Beta has disrupted the binary choice between active and passive investing.
Global model portfolios for your advice practice
Interest in investing offshore has surged in South Africa, however, the investment opportunity set available offshore is vast. Florbela Yates outlines the benefits of partnering with a discretionary fund manager like Equilibrium.
Is the future still bright for the Super-7?
Alex Tedder, the Head of Global & Thematic Equities at Schroders, states that after a strong year for the big US technology stocks, investors will be wondering what the future holds. We see some challenges, but also reasons for optimism.
Momentum Investments’ new CEO: Ferdi van Heerden
Ferdi van Heerden took over the reins at Momentum Investments on 1 September 2023.
Offshore investing: where, how and how much?
In an exclusive Blue Chip discussion, South Africa’s leading investment professionals focus on offshore investing and why it is important to engage with a financial advisor. Part Two deals with the practicalities of taking money offshore, the exchange rate and the importance of timing.
Consider paying off debt prior to retirement
Coming to the end of your working career requires a step up in terms of financial planning, says Florbela Yates, Head of Equilibrium.
Give clients more control through certainty
In this environment of high interest rates, clients can lock in very attractive guaranteed annuity rates, says Fareeya Adam, head of guaranteed annuities at Momentum Wealth.
Deepening trade ties with member states
South Africa, represented by SACCI, is chairing the
Trade and Investment Working Group of the BRICS Business Council.
The increasing popularity of share buybacks
Schroders’ research shows that buybacks became more widespread in 2022, with some markets narrowing the gap with the US, where they’re most common.
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Stocks for the long run… but what’s the catch?
Neil Padoa (Head of Global Developed Markets at Coronation Fund Managers) discusses equities, their volatility and reveals why they remain the most powerful engine for delivering long-term returns.
Let the main thing remain the main thing
The dramatic evolution of technology is challenging financial planners to think about what is their “main thing”, writes Rob Macdonald.
How collaboration shapes smarter global investments
Florbela Yates, managing director of Equilibrium, sat down with Gregoire Sharma, senior research and portfolio analyst at Momentum Global Investment Management, to discuss the benefits of working within a truly global investment team, the value of diverse perspectives, and how offshore markets open doors to unique opportunities.
Differential Capital
Headquartered in Bryanston, Johannesburg, and Newlands, Cape Town, Differential Capital was established in 2018 as an owner-managed boutique AI-led asset manager.
Multi-Asset Outlook 2026: Bright beams through stormy seas
Investors keep asking us, is the wild ride over? Unfortunately, we think not.


















