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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 INVESTMENTS

We’ve launched the Momentum Quality Equity Fund

This unit trust is part of our Smart Beta capability and involves selecting stocks that have superior quality attributes to deliver benchmark beating returns.

MOMENTUM INVESTMENTS

We’ve launched the Momentum Quality Equity Fund

This unit trust is part of our Smart Beta capability and involves selecting stocks that have superior quality attributes to deliver benchmark beating returns.

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 August 2021

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 August 2021 | August 2021


Economies at a glance July 2021


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 July 2021 | July 2021


Monetary Policy Committee
July 2021

Despite perceiving the overall risks to CPI as on the upside, all five members of the Monetary Policy Committee (MPC) decided to keep the repo rate unchanged at 3.5%.


Monetary Policy Committee | July 2021


Market and economic outlook: July 2021

There are some factors that point to a rising probability of some pullback or correction in equity markets from the second half of 2021.



Market and economic outlook | July 2021


Economies at a glance May 2021


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 May 2021 | May 2021


Economic growth: quarter one 2021

Positive first quarter economic growth raises outlook for 2021




Economic growth: quarter one 2021 | June 2021


Market and economic outlook: April 2021

While the more risky asset classes enjoyed the improving growth picture during the first quarter of 2021, global bonds started fretting about the potential for tighter monetary policy.



Market and economic outlook | April 2021

Consumer price inflation April 2021

Low base and higher fuel prices cause hefty increase in consumer price inflation. April's year-on-year headline consumer price inflation rate increased to 4,4% from 3,2% in March. Month-on-month CPI rose by 0,7% in April, the same as in March and February.


Consumer price inflation April 2021 | May 2021

Economies at a glance April 2021


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 2021 | April 2021

Inflation lower in February, but hefty increases in some items on the way

February's year-on-year headline inflation rate declined to 2,9% in February from 3,2% in January. Month-on-month inflation rose by 0,7% in February compared to 0,3% in January.


Inflation lower in February, but hefty increases in some items on the way | March 2021

Economic growth bouncing from low lockdown base

The South African economy contracted by 7% in 2020 compared to 2019. In the fourth quarter of 2020 the economy grew 6,3% quarter-on-quarter seasonally adjusted and annualised following an upwardly revised 67,3% in the third quarter of 2020.


Economic growth bouncing from low lockdown base | March 2021

Consumer price inflation curbed March 2021

Consumer price inflation curbed by education and housing, but it will soon breach 5% due to higher fuel and administered prices.



Consumer price inflation curbed | March 2021


Economies at a glance March 2021

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 2021 | March 2021


Economies at a glance February 2021

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 February 2021 | Tuesday, 2 March 2021

Economies at a glance January 2021

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 January 2021 | Wednesday, 3 February 2021

Looking for
something else?

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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something else?

Key market performance drivers


The latest charts and comments on the key market performance drivers.





Key market performance drivers | May 2021


Recent developments
with the Land Bank

The recent event of default and other challenges has resulted in our valuation committee approving the impairment of 11% of the par value of the Land Bank instruments held.



Recent developments with the Land Bank | Tuesday, 4 May 2021

Fit for future: Dynamic enhancements to the Factor Series Range of Portfolios

Our investment team has undertaken an extensive review of our portfolios in the context of the expected medium-term return environment, and we will be implementing several practical and incremental enhancements to them.


Fit for future: Dynamic enhancements to the Factor Series Range of Portfolios | Monday, 14 December 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

Looking for
something else?

MoneyMarketing

“The most effective way to invest offshore is to use the services of a reputable and established offshore investment platform,” says Robert Rhodes, Managing Director, Momentum Wealth International.



MoneyMarketing | Thursday, 2 September 2021

Pensions World South Africa

How do we plan and sculpt an 'optimal' asset allocation for an uncertain future? The key is to have a strategic asset allocation that assumes you don't know what the future is going to hold, writes Eugene Botha, Deputy Chief Investment Officer.


Pensions World | Wednesday, 1 September 2021

Blue Chip Digital

Florbela Yates, Head of Momentum Investment Consulting, writes about the balance between being an avoider and an assertive in her monthly column.




Blue Chip | Wednesday, 4 August 2021

Blue Chip Digital

‘Understanding investor behaviour’. A Blue Chip interview with Theo Terblanche, executive head of investment management.




Blue Chip | Wednesday, 4 August 2021

MoneyMarketing

“Women have through the ages shown their resolve and ability to adapt,” says Sonja Saunderson, Chief Investment Officer. She takes stock of how the pandemic has affected women in financial services.



MoneyMarketing | Tuesday, 3 August 2021

Cover magazine

How can advice firms successfully cater to high net worth individuals? Francois Lombard, Head of Strategic relationships and Deal making at Momentum Wealth, explains how this need has led to the creation of the Momentum Deal Forum.


COVER | July 2021

MoneyMarketing

What is the ‘wealth iceberg’? Paul Nixon, Head: Behavioural Finance, explains the concept and how being wealthy is the opposite of being rich.




MoneyMarketing | Monday, 5 July 2021

Cover magazine

As we build our platform of the future, we place our financial advisers at the core of our design. Hymne Landman, Head of Momentum Wealth, explains how advisers’ needs remain a driver in the strategy of investment platforms.


COVER | June 2021

Blue Chip Digital

Our investment professionals share the lessons learnt during the pandemic's volatile first year. A key message for investors is to know what you can control. Asset allocation is a factor you can control.



Blue Chip | Wednesday, 9 June 2021

FA News

Investors looking to protect and grow capital over the long-term should look to invest in a fund that takes a long-term view, writes Lawrence Koikoi, Senior Portfolio Manager.



FA News, page 89 | Monday, 14 June 2021

FA News

In South Africa, the need for infrastructure development is urgent. The one area of potential funding is the well developed and regulated South African savings pool, writes Mike Adsetts, Deputy Chief Investment Officer.


FA News, page 85 | Monday, 14 June 2021

MoneyMarketing

The best time to invest globally might well have been 20 years ago. Glyn Owen, investment director of Momentum Global Investment Management, explains why the second-best time might be now.


MoneyMarketing | Thursday, 6 June 2021

Today’s Trustee

The focus on investing in infrastructure is to be welcomed. Sonja Saunderson, chief investment officer, discusses the reasons.



Today’s Trustee, page 48 | June 2021

Pensions World

Has the law sacrificed fairness outcomes? “New requirements for unapproved group life insurance products can erode some of the cost benefits of these arrangements,” says Rowan Burger, head of strategy.

Pensions World, page 12 | May 2021

Cover magazine

What is the risk of not paying attention to risk? Kapil Joshi, Head: Momentum Collective Investments, explain how we take the fear of risk out of the adviser’s lives and manage it.


COVER | May 2021

Looking for
something else?

Legal update 8

Access to retirement annuity and
preservation fund benefits

Legal update 7

Case law on death benefits payable

Legal update 6

Power of attorney for security of a debt irrevocable for as long as debt remains unpaid

Legal update 5

Estate planning - Provisions of a will must not be inconsistent with the Constitution

Legal update 4

Failure to pay maintenance

Legal update 3

Taxation Laws Amendment Act No. 23 of 2020

Legal update 2

Marriage and maintenance after the dissolution of the marriage

Legal update 1

Requirements to stop a retirement fund from paying a benefit pending divorce proceedings

Looking for
something else?


Press releases

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.

#009

Responsible investing


Mike Adsetts



In this episode Levashni Naicker (Communications Specialist) talks to Mike Adsetts (Deputy Chief Investment Officer) about the hot topic of responsible investing and how we implement responsible investing in our portfolios.

#010

Responsible investing


Kudzayi Ziso



In this episode Levashni Naicker (Communications Specialist) talks to Kudzayi Ziso (Corporate Portfolio Solutions Portfolio Manager) about the topical subject of responsible investing and why it should appeal to investors.

#011

Diversification in uncertain markets

Eugene Botha



In this episode Levashni Naicker (Communications Specialist) talks to Eugene Botha (Deputy Chief Investment Officer) about the key to diversification, considering that we don’t know what the future holds.

#012

How too much choice is
draining your brain

Paul Nixon



In this episode Levashni Naicker (Communications Specialist) talks to Paul Nixon (Head of behavioural finance) about investor behavior, investment noise and what happens when we are faced with too many choices.

#013

Expanding your Smart
Beta Toolbox

Wayne Dennehy



In this episode Ali Simpkins (Fund Specialist) talks to Wayne Dennehy (Head of Systematic Strategies and Structuring) about smart beta investment strategies and the launch of the Momentum Quality Equity Fund.

Looking for
something else?

Investment videos



Hear from our portfolio managers on how COVID-19 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.

Fixed Income

Watch Ian Scott, head of fixed income, give a performance update and outlook for fixed income.

Property

Watch Pelo Manyeneng, head of property, give a performance update and outlook for property.

Systematic strategies and structuring

Watch Wayne Dennehy, head of systematic strategies and structuring, give a performance update and outlook for smart beta funds.

Retail portfolio solutions

Watch Jako de Jager, head of retail portfolio solutions, give a performance update and outlook for retail portfolios.

Institutional portfolio solutions

Watch Gerrit Le Roux, senior portfolio manager of institutional portfolio solutions, give a performance update and outlook for institutional portfolios.

Alternative investments

Watch Kamini Naidoo, alternative investments portfolio manager, give a performance update and outlook for alternative investments.


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




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