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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

Introducing Momentum GF Global Equity Fund

Investment opportunity for SA investors. This unit trust gives you access to exposure to a diversified basket of developed equities.

MOMENTUM GLOBAL INVESTMENT MANAGEMENT

Introducing Momentum GF Global Equity Fund

Investment opportunity for SA investors. This unit trust gives you access to exposure to a diversified basket of developed equities.

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

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.






Medium-term budget | 5 November 2021

2021 Local government elections


This document, produced by our macro research team, summarises what you need to know about the 2021 local government elections.




2021 Local government elections | November 2021

Market and economic outlook
October 2021

This is a document prepared by our macro research team on our quarterly market and economic outlook.




Market and economic outlook | October 2021


Consumer Price Inflation
October 2021

Headline inflation steadied at 5% in September 2021. The figure was in line with the Reuters consensus forecast and as such had a limited effect on financial markets.


Consumer Price Inflation October 2021 | October 2021

Economies at a glance
September 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 September 2021 | September 2021

Consumer Price Inflation September 2021

Headline inflation lifted from 4.6% in July to 4.9% in August 2021 largely owing to fuel inflation.




Consumer Price Inflation | September 2021


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


Looking for
something else?

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

Looking for
something else?

Key market performance drivers


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





Key market performance drivers | September 2021


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?

Cover magazine

“What am I saving for?” is probably the most important question for a client’s investment journey. Answering this at the start will help with a plan that navigates a journey towards investments success, writes Sonja Saunderson, chief investment officer.




COVER | November 2021

Cover magazine

Will the ‘smart money’ keep flowing into Smart Beta products? Loftie Botha, portfolio manager at Momentum Investments, looks at this fund category, which has showed impressive growth.





COVER | October 2021

Cover magazine

Cover spoke to Lorenzo La Posta, Senior investment analyst at Momentum Global Investment Management, about the recent regulatory challenges to Chinese tech stocks.





COVER | October 2021

MoneyMarketing

“Alternative investments play a valuable role in a diversified portfolio”, says Kamini Naidoo, portfolio manager, Alternative Investments. They offer improved diversification, access to a wider menu of investment opportunities, and the potential to generate an enhanced return.



MoneyMarketing | Friday, 1 October 2021

Cover magazine

Our outcome-based investment solutions align with the advice process, and we believe that this is one way we make investing personal. This alignment will assist advisers in coaching clients to stay invested and ultimately to deliver on their personal retirement goals, writes Martin Riekert, head of Retail Investments.


COVER | 30 September 2021

Legal update 9

Case law on cancellation of life cover

Retirement Glossary


Insurance Glossary


Fund Fact Sheet Terminology



Financial Glossary



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

Retirement fund reform

Annuitisation of provident fund benefits

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

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.

#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.

#014

Momentum Investments internship program called ‘Phambili’

Theo Terblanche



In this episode Levashni Naicker (Communications Specialist) talks to Theo Terblanche (Executive Head of Investment Management) about an exciting initiative, the new internship program called ‘Phambili’.

#015

Momentum GF Global 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 Robert White (Portfolio Manager: MGIM) about investing offshore and the launch of the Momentum GF Global Equity Fund.

#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.

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




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

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