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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 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 | 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

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

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

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

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?


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.

#005

Guaranteed solutions and financial planning

Andre Geldenhuys



In this episode Levashni Naicker (Communications Specialist) talks to Andre Geldenhuys (financial adviser at Momentum Consult) about guaranteed solutions as part of a financial plan.

#006

What influences financial behaviour?

Paul Nixon



In this episode Niel Joubert (Communications Manager) talks to Paul Nixon (Head of Behavioural Finance) about the link between a client’s personality and their financial behaviour.

#007

Are you like Homer Simpson or Spock?


Paul Nixon



In this episode Niel Joubert (Communications Manager) talks to Paul Nixon (Head of Behavioural Finance) about the human brain, behavioural finance, and why we make the choices we do.

#008

Why invest in smart beta?



Wayne Dennehy



In this episode Levashni Naicker (Communications Specialist) talks to Wayne Dennehy (Head of Systematic Strategies and Structuring) about smart beta funds and how they fit into your client’s portfolio.

#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.

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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