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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.

 

Guaranteed solutions

We offer a range of guaranteed solutions aimed at protecting your capital and income against market movements, inflation and changes in the interest rate. Whatever your investment goals are, we have a range of solutions to meet your needs.

Guaranteed solutions

We offer a range of guaranteed solutions aimed at protecting your capital and income against market movements, inflation and changes in the interest rate. Whatever your investment goals are, we have a range of solutions to meet your needs.

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 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

Consumer price inflation down in December


The consumer price inflation rate declined in December to 3.1% year on year from 3.2% in November. December was the 45th consecutive month that CPI was below 6%, which is the upper level of the target band. Read more on what our economists have to say.


Consumer price inflation down in December | Thursday, 21 January 2021

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



'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

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



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

Cover magazine

“Saving for retirement is about being able to pay yourself a ‘salary’ or a regular income when you decide to stop working,” says Fareeya Adam, head of retail product solutions.


COVER | March 2021

MoneyMarketing

We can help you with the offshore investment solutions your clients need to help them achieve their goals. Martiens Barnard, marketing actuary, writes about endowments and offshore investing.


MoneyMarketing | Monday, 8 March 2021

Today’s Trustee

“Responsible investing practices have always resonated with our outcome-based investing philosophy,” says Mike Adsetts, deputy chief investment officer.


Today’s Trustee, page 12 | March 2021

Pensions World

“Responsible investing has come into the mainstream in the mind of investors and rightly so,” says Mike Adsetts, deputy chief investment officer.



Pensions World, page 45 | March 2021

MoneyMarketing

“Responsible investing can help to create investments that are good for clients and the world we live in,” writes Mike Adsetts, deputy chief investment officer.


MoneyMarketing | Tuesday, 9 February 2021

Cover magazine

“We continue to see the value of sticking to a solid investment philosophy and remaining invested for the longer term, despite short-term volatility in the market,” says Florbela Yates, head of Momentum Investment Consulting.

COVER, page 42 | January 2021

Blue Chip Journal

The role of offshore investments for South African investors. Florbela Yates, head of Momentum Investment Consulting, provides sound advice.



Blue Chip, page 18 | January 2021

Blue Chip Journal

"We build lasting relationships with financial advisers to improve our understanding of the needs of advisers and their clients", says Martin Riekert, executive head of retail investments.


Blue Chip, page 12 | January 2021

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


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.

#001

Guaranteed solutions

Martin Riekert



In this episode Levashni Naicher (communications specialist) talks to Martin Riekert (executive head of retail investments) about how guaranteed solutions can play a part in a clients overall financial plan.

#002

Structured solutions

Elri Pienaar



In this episode Niel Joubert (communications manager talks to Elri Pienaar (manager: income and structures solutions) about annuities.


#003

Annuities: Life vs Living

Elri Pienaar



In this episode Niel Joubert (communications manager talks to Elri Pienaar (manager: income and structures solutions) about living annuities and life (guaranteed) annuities.

#004

More about annuities

Krishna Kanjee



In this episode Levashni Naicker (Communications Specialist) talks to Krishna Kanjee (Product Specialist: Income and Structured Solutions) about annuities and compulsory and voluntary products.

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 Ronnie Bornman, retail portfolio solutions portfolio manager, give a performance update and outlook for retail portfolios.

Institutional portfolio solutions

Watch Nina Saad, head 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.

Institutional global, equity and specialist portfolios

Watch Mohammed Sibda, senior portfolio manager for institutional portfolio solutions, give a performance update and outlook for institutional global, equity and specialist portfolios.


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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