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