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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

The alcohol industry, blindsided by Sunday’s immediate ban on the trade in liquor and still reeling from lost revenue during the first prohibition, has warned of disaster.


The Daily Moment | Tuesday, 14 July
2020

The Weekly Moment

Retail group TFG which owns Foschini, American Swiss and @Home has agreed to pay R480m to acquire about 371 commercially viable Jet stores from struggling Edcon.

The Weekly Moment | Monday, 13 July
2020

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

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.

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

Market and economic
outlook

Read about the quarterly market and economic outlooks prepared by our macro research team.




Market and economic outlook | July 2020

Updates from the market research desk

Read about the global highlights and economic developments for June 2020.




Economies at a glance and indices summary for June 2020 | Friday, 3 July 2020

Growth collapse not as bad as feared, but worst still to come

Our economists are expecting a deep contraction in economic growth, followed by a shallow recovery in 2021. See their take on the latest GDP figures and the expectations for growth in 2020 and beyond.


Growth collapse not as bad as feared, but worst still to come | Tuesday, 30 June 2020

Key market performance drivers


Monthly charts on the key market
performance drivers.




KMPD charts | Sunday, 31 May 2020

Supplementary budget review for June 2020

In order to stabilise debt, adjustments are necessary and Treasury urges decisive action. Read more about our macro research team’s views and initial impressions on the budget.


Supplementary budget review for June 2020 | Thursday, 25 June 2020

Inflation sinks to 3% in April 2020 under lockdown


Lower inflation leaves room for the Sarb to ease interest rates. Read more about our macro research team’s views on inflation and the forecasts for the rest of 2020.

Inflation sinks to 3% in April 2020 under lockdown | Thursday, 25 June 2020

Another 50 basis points off the repo rate

The South African Reserve Bank (Sarb) Monetary Policy Committee (MPC) reduced interest rates by an expected 50 basis points to 3.75% at the scheduled May 2020 interest rate-setting meeting.

Sarb slices off another 50 basis points from the repo rate | Friday, 22 May 2020

Economic relief from SA government

President Cyril Ramaphosa injected R500 billion into the economy. Read how and what it will be spent on.



SA government adds to COVID-19 economic relief | Thursday, 23 April 2020

Sarb delivers 100 basis point cut in an unscheduled meeting

The Sarb is playing its part to soften the blow of the COVID-19 virus shock on the local economy.



Sarb delivers 100 basis point cut in an unscheduled meeting | Tuesday, 14 April 2020

Mapping out economic scenarios for COVID-19 and how it relates to your business’ investments

In this report, our macro-research team reports on various economic scenarios for COVID-19, discussing worst- and best-case scenarios and what it means for your business.

Mapping out economic scenarios for COVID-19 (institutional) | Monday, 30 March 2020

Mapping out economic scenarios for COVID-19 and how it relates to your individual investments

In this report, our macro-research team report maps out various economic scenarios for COVID-19, discussing how bad it could get and what is already discounted by financial markets.

Mapping out economic scenarios for COVID-19 (retail) | Monday, 30 March 2020

About Moody's rating decision


Our macro-research team's views on Moody’s latest sovereign rating decision on South Africa.



About Moody's rating decision | Saturday, 28 March 2020

COVID-19 - Keep calm and wash your hands

Our macro-research team focuses on the implications of the latest strand of coronavirus (COVID-19) for financial markets and how we should respond as investors.

COVID-19 - Keep calm and wash your hands | Tuesday, 24 March 2020

COVID-19 - Keep calm and wash your hands

Our macro-research team focuses on the implications of the latest strand of coronavirus (COVID-19) for financial markets and how we should respond as investors.

COVID-19 - Keep calm and wash your hands | Monday, 9 March 2020

Pensions World, page 11

The next retirement crisis: An analysis of retirement data from Sars about people not in the system.



Pensions World, page 11 | Tuesday, 31 March 2020

Today’s Trustee

Rowan Burger, head of client strategy, calls for defects in the system to be addressed so funding can be improved.


Today’s Trustee | Tuesday, 31 March 2020

Money Marketing 

Articles featuring Sonja Saunderson, chief investments officer (page 4), Jeanette Marais, chief executive officer (page 9) and Martiens Barnard, marketing actuary (page 26).

Money Marketing | Tuesday, 31 March 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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