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05 Jan 2021
Characteristics of a quality, dividend paying company

Author: Robin Hartslief, Investment Professional, Marriott Asset Management 2020 was a turbulent year in financial markets, characterised by a significant…

Characteristics of a quality, dividend paying company

Author: Robin Hartslief, Investment Professional, Marriott Asset Management 2020 was a turbulent year in financial markets, characterised by a significant sell-off in February and March, followed by a sustained recovery. Globally, concerns around low growth, low interest rates, a potential recession and intensifying geopolitics increased market volatility and threatened to…

05 Jan 2021
Guaranteed investment solutions are an essential part of your investment portfolio

Author: Momentum Investments The effect of COVID-19 on global markets and economies has been far reaching and severe. At the…

Guaranteed investment solutions are an essential part of your investment portfolio

Author: Momentum Investments The effect of COVID-19 on global markets and economies has been far reaching and severe. At the end of March 2020, it was a scary place for investors. The magnitude and the speed of change in the markets were unprecedented because of the fear and uncertainty over…

09 Dec 2020
A cautionary tale about the vaccine-optimism priced into global stock markets

Doubts, however, remain. Will these vaccines work as advertised? Will they be immediately distributed around the world? The pessimists say…

A cautionary tale about the vaccine-optimism priced into global stock markets

Doubts, however, remain. Will these vaccines work as advertised? Will they be immediately distributed around the world? The pessimists say it’s too early for investors to celebrate – and in this week’s article that I’ve chosen, Pieter Hundersmarck, fund manager at Flagship Asset Management, warns that it may not be…

09 Dec 2020
Why Guernsey is a jurisdiction of choice for offshore investing

By: Jurgens Fourie, Regional Manager, Momentum Wealth International “Guernsey is a leading offshore investment centre that offers first-class infrastructure for…

Why Guernsey is a jurisdiction of choice for offshore investing

By: Jurgens Fourie, Regional Manager, Momentum Wealth International “Guernsey is a leading offshore investment centre that offers first-class infrastructure for the structuring, management, administration and custody of clients’ investments, offering valuable client protection,” says Jurgens Fourie, Regional Manager, Momentum Wealth International. The jurisdiction in which an international investment platform conducts…

25 Nov 2020
PG Bison announces R2 billion in capital investments

 PG Bison, a proudly South African company, and the leading manufacturer of wood-based panel products has announced an R2 billion capital…

PG Bison announces R2 billion in capital investments

 PG Bison, a proudly South African company, and the leading manufacturer of wood-based panel products has announced an R2 billion capital investment to be rolled out over the next three years. The announcement was made at the 2020 South Africa Investment Conference on 17 November 2020. The capital projects include a…

19 Nov 2020
Just thinking long term is not enough

By: Anet Ahern, CEO, PSG Asset Management Along with many others, we often emphasise the importance of not giving in…

Just thinking long term is not enough

By: Anet Ahern, CEO, PSG Asset Management Along with many others, we often emphasise the importance of not giving in to your emotions and avoiding making rash, short-term decisions. Yet despite this, plenty of investors still fall prey to their emotions. So, what is the secret that sets successful investors…

18 Nov 2020
Inflation – the biggest destroyer of capital

By: William Fraser, Portfolio Manager, Foord Asset Management Inflation in the US, Eurozone, UK and Japan has been anaemic, rising…

Inflation – the biggest destroyer of capital

By: William Fraser, Portfolio Manager, Foord Asset Management Inflation in the US, Eurozone, UK and Japan has been anaemic, rising on average just 1.5% per annum since 1995. In the mid-1970s, however, inflation had averaged 10% per annum in the decade to 1982. The genesis of that inflation cycle was…

18 Nov 2020
Don’t trust your gut (and focus on the end goal)

By: Paul Nixon, Head of Technical Marketing and Behavioural Finance at Momentum Investments Following our instincts for investments often does…

Don’t trust your gut (and focus on the end goal)

By: Paul Nixon, Head of Technical Marketing and Behavioural Finance at Momentum Investments Following our instincts for investments often does not serve us well. The effects of fear and greed on investment decisions and returns are often reflected in the form of a ‘behaviour tax’. A behaviour tax is a…

04 Nov 2020
How to drive investment in sustainable infrastructure

By Christian Déséglise, Head, Sustainable Finance and Investments, Global Banking and Markets HSBC Good infrastructure is the backbone of any successful society and economy. People…

How to drive investment in sustainable infrastructure

By Christian Déséglise, Head, Sustainable Finance and Investments, Global Banking and Markets HSBC Good infrastructure is the backbone of any successful society and economy. People need access to energy, transport, sanitation, hospitals and schools to thrive. Unfortunately, the way we have built much of this infrastructure over the last century has been extremely carbon-intensive. We will also need to build much more of…

29 Oct 2020
Looming US elections has SA investors looking for guarantees in their investments

By: Fareeya Adam, Head of Retail Product Solutions at Momentum Investments Achieving high-risk returns and retaining the certainty of guarantees…

Looming US elections has SA investors looking for guarantees in their investments

By: Fareeya Adam, Head of Retail Product Solutions at Momentum Investments Achieving high-risk returns and retaining the certainty of guarantees is possible Will Trump serve a second term or is this Biden’s race to win? Predicting election results and the market’s reaction to it is a futile exercise, but our…

27 Oct 2020
Private equity vs venture capital: How to decide on the right investment for you

South African investors haven’t had the best time with traditional investment classes over the past few years. The JSE has…

Private equity vs venture capital: How to decide on the right investment for you

South African investors haven’t had the best time with traditional investment classes over the past few years. The JSE has underperformed since at least 2015 and, outside of certain pockets in the Western Cape, property prices have fallen when adjusted for inflation. As a result, alternative asset classes have come…

22 Oct 2020
Relationship problems

By: Robert White, senior analyst, Momentum Global Investment Management With the US election now just around the corner, investors are…

Relationship problems

By: Robert White, senior analyst, Momentum Global Investment Management With the US election now just around the corner, investors are busy forming expectations on the result and looking at the potential policy implications of either a Biden or Trump victory. While there is plenty of short-term focus on the eventual…

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