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A man in glasses and a green golf t-shirt holds the rails of the escalator with his right hand, as it is coming down.

What coronavirus means for your investments

As the number of confirmed coronavirus cases increases worldwide, this has a knock-on effect on supply, demand, and your investments. However, panic shouldn’t motivate your investment decisions, whether they’re big or small. Get advice from a certified financial adviser and read the articles below before you disinvest or make any hasty investment decisions.

Our ability to deliver on our promise to you remains strong

Momentum Metropolitan remains well capitalised, even after the dramatic volatility observed over the past few weeks. Our investment strategy for the assets backing our capital buffer has always been cautious and, while the drop in equity markets will result in increased capital requirements, Momentum Metropolitan is strongly capitalised and able to comfortably meet these requirements. We have a strong balance sheet management team that monitors liquidity requirements continuously and ensures that we can meet our commitments to our policyholders. Our ability to honour claims remains without question.

The Daily and Weekly Moment

Get daily local and global updates of indices, interest rates, and more. The Weekly Moment replaces the daily version every Monday.

The Daily Moment

SAB has cancelled a R2.5bn investment spend on infrastructure and new equipment following the government’s latest ban on alcohol sales.

The Daily Moment | Friday, 15
January 2021

The Weekly Moment

The government has brushed aside claims by SA Breweries that a local ban on alcohol sales potentially infringes on the trade deal with the EU.

The Weekly Moment | Monday, 18
January 2021

A woman in red pants and a grey top walking in a long corridor with arched windows.

Moments with our Investment Gurus event

Our investment management professionals discuss the latest market events and give insight into some of our investment capabilities at our regular virtual investment team sessions. Members of our investment team show how they manage their portfolios in this highly dynamic environment.

Investment Matters event

Investment Matters is our annual tailor-made event for our business clients. We help you achieve the financial goals of a retirement fund or business with thought-leading information and substantive investment thinking and ideas. We also showcase our local and global offerings, as well as all our investment capabilities. The content is also relevant to all individual investors and advisers.

Outcome Matters event

Outcome Matters is our local flagship event, tailor-made for Momentum Financial Planning. We enable financial advisers to help their clients stay invested, with the help of thought-leading information and material. We also showcase our local and global offerings, as well as all our investment capabilities. Even though the event is exclusively for our internal financial advisers, the content is relevant to all individual investors and advisers.


Curved walls of an abstract building, with an overhanging pass above. The light from a sunset reflects off of it making the building appear a deep orange in colour.

Momentum Investments answers your investment questions

You asked - and our financial experts have answered. Whether you’re a Momentum client, financial adviser or business owner, we’ve compiled answers to the questions that most concern you.

Private equity – closer to the real economy

We expect private equity to outperform in the long term, with generally lower volatility than public markets, writes Rian Smit, alternative investments portfolio manager.


How a diversified solution protects you | Wednesday, November 2020

A study on South African investor behaviour

The aim of this study is to better understand South African investors’ switching behaviour from a risk behaviour perspective.



Understanding the great forces that rule the world | October 2020

How the COVID-19 crisis is different

The COVID-19 crisis is different to some of the other economic crises we’ve experienced in living memory for three key reasons. Find out more from our economist, Sanisha Packirisamy.


How the COVID-19 crisis is different | Monday, 28 September 2020

Opportunities in the fixed income market

Fixed income investments might be the only asset class that will deliver an income in the next couple of years.



Opportunities in the fixed income market | Monday, 1 June 2020

How a diversified solution protects you

A central philosophy of our approach is to guard against knee-jerk reactions. Read more from Jako De Jager.



How a diversified solution protects you | Monday, 1 June 2020

Know when your brain lies to you


Read more about making financial decisions during times of uncertainty and how that can affect your financial future.



Know when your brain lies to you | Monday, 1 June 2020

Gold in the time of COVID-19


A review of the returns from gold in the COVID-19 crisis.





Gold in the time of COVID-19 | Tuesday, 12 May 2020

Don’t touch your face and your investments

Find out what you should do to your investments during the COVID-19 pandemic.





Don’t touch your face and your investments | Tuesday, 28 April 2020

Lifestaging being tested by COVID-19

Rowan Burger, head of client strategy at Momentum Investments, explains lifestaging during the coronavirus.




Lifestaging being tested by COVID-19 | Tuesday, 28 April 2020

Getting that “warm and fuzzy” feeling during COVID-19

As the effects of COVID-19 are unfolding, marketers need to change their approach to connect with clients.




Getting that “warm and fuzzy” feeling during COVID-19 | Tuesday, 14 April 2020

Securing your retirement


Jeanette Marais, chief executive officer of Momentum Investments, and Dumo Mbethe, chief executive officer of Momentum Corporate, share some insights on how to ride out the volatility and maintain a positive and long-term view on your investments.

Securing your retirement | Tuesday,
24 March 2020

COVID-19 - What do the numbers mean?

The president declaring a lockdown seems extreme. What might the loss of lives be if we took no steps? We let an actuary unpack the numbers.




COVID-19 - What do the numbers mean? | Tuesday, 24 March 2020

Three important things you need to know about COVID-19 and your wealth

Chief executive officer of Momentum Investments, Jeanette Marais, addresses the key points that you, as a Momentum investor, should know about your investments during the outbreak of COVID-19. The long-term effects of your actions could have a ripple effect on your retirement down the line.

Just three things you need to know about COVID-19 and your wealth | Friday, 20 March 2020

How COVID-19 may affect you


Rowan Burger, head of client strategy, addresses the circumstances in which
COVID-19 affects us.




How COVID-19 may affect you | Monday, 9 March 2020

Responsible investment: rating our investment managers
(July 2020)

Read more on our Responsible Investment (RI) practices and rating model which establishes the level of RI practices applied by the various investment managers we appoint.



Responsible investment: rating our investment managers | Saturday, 11 July 2020

We remain committed to your individual investment goals

Chief investments officer, Sonja Saunderson, discusses the importance of staying invested, as our outcome-based investing philosophy has protected our funds from the sharp drawdowns in local and global markets.


We remain committed to your investment goals (retail) | Friday, 27 March 2020

We remain committed to your business’ investment goals

Being a business ourselves, we understand that staying invested is crucial. Chief investments officer, Sonja Saunderson, discusses our outcome-based investing philosophy that has protected our portfolios from the sharp drawdowns in local and global markets.

We remain committed to your investment goals (institutional) | Friday, 27 March 2020

We remain committed to your individual investment goals

Chief investments officer, Sonja Saunderson, discusses the importance of staying invested, as our outcome-based investing philosophy has protected our funds from the sharp drawdowns in local and global markets.


We remain committed to your investment goals (retail) | Friday, 20 March 2020

We remain committed to your business’ investment goals

Being a business ourselves, we understand that staying invested is crucial. Chief investments officer, Sonja Saunderson, discusses our outcome-based investing philosophy that has protected our portfolios from the sharp drawdowns in local and global markets.

We remain committed to your investment goals (institutional) | Friday, 20 March 2020

Economies at a glance December 2020


This document, produced by our macro research team, consists of an easy-to-read chartbook of what is happening in the economy and a snapshot of the index returns for the month.




Economies at a glance December 2020 | Tuesday, 5 January 2021

Financial market outlook 2021



Will the virus or vaccine be victorious? See our financial market outlook for 2021, prepared by our macro research team.





Financial market outlook 2021 | Friday, 11 December 2020

Economic outlook for 2021



Higher interest rates, and higher inflation in 2021? And what will economic growth be? Our macro research team provides their economic outlook.





Economic outlook for 2021 | Thursday, 10 December 2020

Further into junk



Moody’s and Fitch downgraded SA’s foreign-currency sovereign rating and its local-currency rating. Our macro research team, explores the reasons for the downgrades, what this means for the country and what the implications are for investments.


Further into junk | Monday, 23 November 2020


Mixed committee preferences but interest rates remained steady at 3.5%

The South African Reserve Bank Monetary Policy Committee held interest rates steady at 3.5% at the November 2020 interest rate-setting meeting despite expecting average annual inflation to remain below the midpoint of the target into 2022.



Mixed committee preferences but interest rates remained steady at 3.5% | Wednesday, 19 November 2020

Key market performance drivers



Monthly charts on the key market performance drivers.






KMPD charts | Saturday, 31 October 2020


Medium-term Budget Review 2020

Hard choices and reform implementation are key to achieving the five-year stabilisation plan, says Sanisha Packirisamy, our economist, and a lot hinges on reducing the wage bill. Read our review of the medium-term budget.

Medium-term Budget Review 2020 | Thursday, 29 October 2020

9 things to watch out for in the medium-term budget

Nine things to watch out for in the medium-term budget speech, according to our economists.




9 things to watch out for in the medium-term budget | Wednesday, 14 October 2020

Interest rates on hold at 3.5%


The South African Reserve Bank Monetary Policy Committee kept interest rates steady at 3.5% at the September 2020 interest rate-setting meeting despite downwardly revised growth and inflation views. Read more on the views of our economists.

Interest rates on hold at 3.5% | Friday, 18 September 2020

COVID-19 growth slump hits the economy in the second quarter

Real gross domestic product declined by more than expected by 51% in quarter-on-quarter seasonally-adjusted and annualised terms in the second quarter of 2020. Read more on what our economists have to say.

COVID-19 growth slump hits the economy in the second quarter | Wednesday, 9 September 2020

Inflation inches higher to 3.2%


Headline inflation crept back into the lower end of the 3% to 6% inflation target range in July 2020.




Utility tariff increases urged inflation higher to 3.2% | Thursday, 27 August 2020

Data-dependent Sarb cuts repo rate by 25 basis points to 3.5%

The South African Reserve Bank Monetary Policy Committee reduced interest rates by 25 basis points to 3.5% on benign inflation and fragile growth. Read more on what our economists have to say.


Data-dependent Sarb cuts repo rate by 25 basis points to 3.5% | Monday, 03 August 2020

MoneyMarketing

Given the uncertainty of 2020, where should clients invest a lump sum in 2021? Francois Lombard, head of strategic relationships & deal making, considers some options.



MoneyMarketing | Thursday, 8 January 2021


Today’s Trustee

Retirement funds need a re-think, writes Eugene Botha, deputy CIO of Momentum Investments, in Today’s Trustee.




Today’s Trustee, page 24 | Monday, 7 December 2020

MoneyMarketing

A structured product will give a client a defined return, in a specific circumstance on a specific date, says Fareeya Adam, head of retail product solutions.




MoneyMarketing | Thursday, 3 December 2020


COVER

Paul Nixon, head of technical marketing and behavioural finance, writes that investment advice can be a ‘risky’ business.




Cover | Friday, 13 November 2020


Pensions World

Rowan Burger, head of strategy at Momentum Investments, writes that there is a strong moral case to look beyond just the immediate return delivered by an investment to its broader societal benefit.



Pensions World, page 37 | Thursday, 12 November 2020

MoneyMarketing

Investing offshore can yield great benefits for an investor, but we tend to ignore the benefits of spreading our eggs across the different baskets of foreign markets, says Martiens Barnard,
marketing actuary.


MoneyMarketing, page 14 | Tuesday, 3 November 2020

Blue Chip Journal

How can investors navigate volatile markets? Florbela Yates, head of Momentum Investment Consulting, provides sound advice.




Blue Chip | Monday, 26 October 2020


FAnews

What are the four most dangerous words in investing? Paul Nixon, head of technical marketing and behavioural finance, explains why investors shouldn’t lose sight of the big picture.



FAnews, page 38 | Friday, 16 October 2020


COVER

Paul Nixon, head of technical marketing and behavioural finance, explains why ‘noise’ matters for financial advisers and their clients.




Cover, page 26 | Wednesday, 7 October 2020


MoneyMarketing

Mike Adsetts, deputy CIO of Momentum Investments, explores if COVID-19 is a bump in the road for investments and markets, or the end of the road?



MoneyMarketing, page 12 | Monday, 5 October 2020

MoneyMarketing

James Klempster, director of investment management, Momentum Global Investment Management, writes that there is a rich opportunity set available globally with good opportunities for judicious investors.


MoneyMarketing, page 16 | Wednesday, 30 September 2020

Pensions World

Paul Nixon, head of technical marketing and behavioural finance at Momentum Investments, writes about the pandemic of fear and greed.




Pensions World, page 47 | Tuesday, 1 September 2020

Today’s Trustee

Mike Adsetts, deputy CIO of Momentum Investments, wrote about ESG no longer only being a 'nice to have'.




Today’s Trustee, page 8 | Tuesday, 1 September 2020

Investment videos

These are unprecedented times in financial markets. Hear from our economist and portfolio managers on how this pandemic has affected the economy and markets, and how they are thinking and navigating their portfolios through these challenging times. Our outcome-based investing philosophy serves as our guide to achieve prudent portfolio management through these times.

Sanisha Packirisamy -
COVID-19 economic scenarios

In this video clip, our economist, Sanisha Packirisamy, takes us through a scenario-based analysis of the COVID-19 health and economic crisis as well as what this means for the global and local economy in 2020 and 2021. A range of plausible scenarios is outlined to create a framework of analysis of the potential impacts of the pandemic on the economy.

Jako de Jager -
Positioning of individual investments before COVID-19 compared to now

Jako de Jager, head of outcome-based solutions for individuals, talks about the Momentum Investments Focus and Target Fund of Funds ranges, with specific focus on the funds’ positioning before the COVID-19 crisis, activities in the two months and the portfolio’s current positioning. He also gives an overview of the market returns for the first quarter of 2020.

Nina Saad -
Commitment to our outcome-based investing philosophy for your business’ investments

Nina Saad, head of outcome-based solutions for businesses, explains how our investment team continues to do what they have always done, which is to remain anchored in our outcome-based investing philosophy and process. We stand firm in the belief that to remain invested is the optimal long-term strategy, while prudently managing the risks.

Ian Scott -
Opportunity set in South African bonds

Ian Scott, head of fixed income, discusses the opportunity set in South African bonds. The stage is set to lock in high real yields at low risk. South African bonds may be the only local asset class generating an income in the next year or more. Investors should think about the current bond allocation in their portfolios and not miss the current opportunity presented.

Loftie Botha -
Tracker portfolios provide an economic way to invest in equity indices

Loftie Botha, portfolio manager in the systematic strategies and structuring team, talks about how tracker portfolios provide an economic way to invest in equity indices that reward investors handsomely in the medium term. Within smart beta funds, he takes advantage of inefficiencies that arise in volatile equity markets through techniques that have been proven over decades.

Motlatsi Mutlanyane -
Update on our private equity hedge funds and high yield portfolios

Motlatsi Mutlanyane, head of alternative investments, gives an update on our private equity, hedge funds and high yield portfolios. Hedge funds have also been affected by the recent market sell off as a result of the significant liquidity squeeze experienced across markets, which has eased significantly post March, allowing for an improving performance profile.

Pelo Manyeneng -
Property landscape before and during COVID-19

Pelo Manyeneng, head of property, shares some of the property team’s key thoughts about how it sees the property investment landscape. He also touches on key decisions taken at a portfolio level before and during the COVID-19-related market sell off.


Speak to a financial adviser

Get advice on what actions you should take towards your investments during this uncertain time.

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