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Investments media centre

Find the latest news and updates on developments shaping the financial world and your investments as well as the latest research to keep you informed of economic developments. Our media centre has all the information you need to stay informed and up to date with news and insight from industry experts.

 
MOMENTUM GLOBAL INVESTMENT MANAGEMENT

A global fund with sustainable criteria

The recently launched Momentum GF Sustainable Equity Fund is an actively managed fund integrating sustainable ESG (environmental, social and corporate governance) criteria into its stock selection.

MOMENTUM GLOBAL INVESTMENT MANAGEMENT

A global fund with sustainable criteria

The recently launched Momentum GF Sustainable Equity Fund is an actively managed fund integrating sustainable ESG (environmental, social and corporate governance) criteria into its stock selection.

Your investments questions answered

Get in touch with our PR specialists for the answers to all your media-related questions or to reach out to one of our investment experts.


Latest news

Economies at a glance
April 2022

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 April 2022 | April 2022

Latest inflation figures


Our macro research team discusses the inflation figures for April 2022.




In the moment | April 2022

Economies at a glance
March 2022

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 March 2022 | March 2022

Market and economic outlook:
April 2022

Our macro research team gives an outlook for markets and the economy.

Market and economic outlook | April 2022

Latest inflation figures

Our macro research team dissects the inflation figures for March 2022.


In the moment | March 2022

Looking for
something else?

Sci-Fi Report 2021

The Momentum Investments Sci-Fi report provides a bird’s-eye view of investor behavioural patterns on the Momentum Wealth platform from 1 October 2020 to 1 October 2021.


The behavioural science of South African financial decisions | December 2021

Mindfields

In this publication, we provide some detail on how we think about and incorporate responsible investing as well as sound environmental, social and governance (ESG) principles in all our investment decision making processes.

Mindfields: The ESG edition | October 2021


Covid-19 Investor Behaviour

This paper presents a detailed analysis of investor behaviour preceding and during the Covid-19 pandemic of 2020.



Covid-19 Investor Behaviour: Was 2020 that different after all? | April 2021

'Noise' and investment advice


We recognise the importance of behaviour in achieving investment outcomes, and our landmark study sheds some light on inconsistencies in the investment advice process.


Under the Microscope: 'Noise' and investment advice | February 2021

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

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Key market performance drivers: March 2022

Active index analysis: Property The median return of the active property investment managers outperformed the SAPY for a one-year period ending February 2022.



KMPD | March 2022


Exchange control on your portfolios

The increased offshore exposure allows us to incorporate a greater investment opportunity set and prospect of greater diversification benefits into our portfolios.



Exchange control on your portfolios | March 2022


The effect of the Russian invasion of Ukraine on your portfolios

From a multi-asset-class perspective, our direct exposure to Russian assets is predominantly captured in our passive or enhanced passive emerging market equity exposures.



The effect of the Russian invasion of Ukraine on your portfolios | March 2022

Key market performance drivers: Feb 2022

Active index analysis: Property. The median return of the active property investment managers outperformed the SAPY for a one-year period ending January 2022.



KMPD | February 2022


Steinhoff: Update on class action


The Western Cape High Court approved and sanctioned the section 155 settlement proposal of Steinhoff International Holdings Proprietary Limited, which allows the administration of the settlement to begin.


Steinhoff: Update on class action | February 2022


Key market performance drivers: Jan 2022

Active index analysis: Equities. The median of the active equity investment managers outperformed the SWIX/Capped SWIX composite benchmark for a one-year period ending December 2021.



KMPD | January 2022


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Blue Chip Journal

Navigating investment markets is like navigating the ski slopes, writes Florbela Yates, head of Momentum Investment Consulting.




Blue Chip | May 2022

Blue Chip Journal

Storms in financial markets eventually abate, generally this time is not really that different and most often the right course of action is to remain invested, writes Mike Adsetts, deputy chief investment officer.


Blue Chip | May 2022

MoneyMarketing

Given the current environment of more uncertain markets, diversification has become the de facto consideration when investing, writes Kapil Joshi, Head of Momentum Collective Investments.



MoneyMarketing | May 2022

MoneyMarketing

The hunt for enhanced yield has made alternative investments a critical component of any investor’s portfolio, writes Rian Smit, Senior Private Equity Fund Manager, and Kamini Naidoo, Portfolio Manager.


MoneyMarketing | April 2022

Today’s Trustee

Mike Adsetts, deputy chief investment officer with Momentum Investments, discusses retirement fund signals from the budget.




Today’s Trustee | March/May 2022

MoneyMarketing

Our outcome-based investing philosophy aligns well with what clients want to achieve when they invest offshore, writes Andrew Hardy, Director of Investment Management at Momentum Global Investment Management.


MoneyMarketing | March 2022

MoneyMarketing

Following our gut instincts when investing does not always serve us well, says Paul Nixon, Head of Behavioural Finance




MoneyMarketing | March 2022

Pensions World

All too often, we’re reminded of everything we do wrong in the process of accumulating retirement wealth. Sonja Saunderson, Chief Investment Officer, reminds us of what will help us do things right.



Pensions World | March 2022

Cover magazine

"Investing is personal, and the survival of a financial plan demands an understanding of investor behaviour," writes Paul Nixon, Head of Behavioural Finance, in Cover magazine.


Cover magazine | February 2022

Blue Chip Journal

Based in Guernsey, Momentum Wealth International (MWI) operates a truly offshore platform. Blue Chip speaks to Robert Rhodes, managing director of MWI.



Blue Chip | February 2022

Blue Chip Journal

In 2022, forget about resolutions, but focus on goals. Florbela Yates, Head of Momentum Investment Consulting, shares her goals and that of MIC.



Blue Chip | February 2022

Blue Chip Journal

They say that some things in life are worth waiting for. With two well-established global equity solutions now available to South African advisers and their clients, we couldn’t agree more.


Blue Chip | February 2022

Blue Chip Journal

Meet the Momentum Investments team, a specialist investment team that partners with business on investment management needs, and with individuals on investment management solutions and products.


Blue Chip | February 2022

Blue Chip Journal

Hymne Landman, Head of Momentum Wealth, explains how our partnership with FNZ will reshape the South African investment platform landscape.



Blue Chip | February 2022

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Legal update 2 of 2022

Validity of postnuptial agreements

Legal update 1 of 2022

Taxation Laws Amendment Act No. 20 of 2021

Legal update 9

Case law on cancellation of life cover

Fund Fact Sheet Terminology

Looking for
something else?


Press releases

5 November 2021

Eight things to look out for in the medium-term budget

A document prepared by our macro research team on what to look out for in the medium-term budget.




6 July 2021

Momentum Wealth partners
with FNZ

Momentum Wealth, one of the largest linked investment service providers (LISPs) in South Africa with assets under administration of more than R200 billion, has partnered with FNZ, a leading international technology, transaction and custody services provider.

3 May 2021

Momentum Value Equity Fund

Here’s why value investing has not run out of steam | Momentum Value Equity Fund grows AUM by almost 70%, driven by a recovery in the equity market and by strong inflows.


21 April 2021

Understanding the true cost of noise when investing

Why judges, investors and advisors shouldn’t make decisions on an empty stomach.

8 March 2021

International Women's Day

Key tips to Financial Freedom: Empowering women to challenge gender inequality this International Women’s Day.

22 February 2021

Budget Speech Wishlist

We ask the experts for advice on this year’s Budget. Momentum leaders weigh-in on what they would like to see in Budget Speech 2021.

11 February 2021

MGIM New Investment
Director appointment

Momentum Global Investment Management Appoints New Investment Director.





21 January 2021

SA investors turn to guaranteed investment solutions amid COVID-19 uncertainty

Just when South Africans thought they’d seen the worst in 2020, the second wave of COVID-19 infections hit. Given this latest resurgence of volatility and uncertainty, local investors are understandably concerned about the state of the market and what they can do to protect themselves.

Looking for
something else?

9 November 2020

Eris Property Group
Student Accommodation

Eris Property Group raises initial R500 million in funding for its student accommodation impact investment vehicle.

6 November 2020

Understanding the Science behind Financial Success

New behavioural finance research shows how greed and fear impact returns over time.

Looking for
something else?


Events

Catch up on what you may have missed from our events. Get resources and presentations prepared by our industry experts.

Podcasts

On Investment Moments, we talk to investment professionals and financial experts, and we unpack all things investments to provide you with better insights.

#016

Momentum GF Global Sustainable Equity Fund

Natalie Harrison



In this episode Natalie Harrison (Global Fund Specialist) talks to Andrew Hardy (Director of Investment Management of Momentum Global Investment Management (MGIM)) and Lorenzo La Posta (Co-Portfolio Manager: MGIM) about an enhanced index approach, ESG and the launch of the Momentum GF Global Sustainable Equity Fund.

#017

Five Things to look out for
in 2022

Sanisha Packirisamy



In this episode, Sanisha Packirisamy (economist with Momentum Investments) talks to host Lien Potgieter (Communications Specialist) about the 5 things that we should look out for in 2022, which could affect the global and local economy. Sanisha also shares the most surprising thing about 2021.

#018

Sci-Fi report and investor behaviour

Paul Nixon



In this episode, Niel Joubert (communications manager of Momentum Investments) talks to Paul Nixon (Head: Behavioural Finance) about the Sci-Fi report, which gives an overview of investor behavioural patterns on the Momentum Wealth platform.

#019

How MCI makes investing personal

Kapil Joshi



In this episode, Ali Simpkins (Fund Specialist) talks to Kapil Joshi (Head of Momentum Collective Investments) about how we support, and partner with financial advisers to make investing personal.



Looking for
something else?

Investment videos



Hear from our portfolio managers on how they navigate their respective portfolios and what to expect and look out for in the next three months.

Retail portfolio solutions

Jako de Jager, Head of Retail Portfolio Solutions, gives an update on and an outlook for retail portfolio solutions.

Alternative investments

Riaan Bosch, portfolio manager, talks alternative investments.

Property

Madibana Letsoalo, listed property investment analyst, discusses listed property.

Institutional portfolio solutions

Mohammed Sibda, portfolio manager, gives an investment update on and outlook for institutional portfolios.

Systematic strategies and structuring

Loftie Botha, portfolio manager, talks smart beta.

Fixed income

Ian Scott, head of Fixed Income Strategies, discusses fixed income.


Speak to a financial adviser

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

Speak to PR specialist

Esta Calitz




Office hours are Monday to Friday from 08:00 to 17:00.

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