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Industry News

02 Jan 2024

Investing in machine learning research

By: Eugene Botha, Deputy Chief Investment Officer and Head of the Research Hive at Momentum Investments Machine learning is a rapidly growing field that offers many potential applications in the investment management and related financial services fields. At Momentum Investments, we place a significant emphasis on the value research insights bring and pride ourselves on...
07 Dec 2023

Coiled springs

By: Mike Adsetts, Chief Investment Officer at Momentum Investments Taking my mind back to the start of the year and reflecting on the state of the world and markets, the analogy of a coiled spring comes to mind. From a geopolitical perspective, there was the tension of the Russia-Ukraine war and the hope that the...
04 Dec 2023

Investors lose millions due to their switching behaviour

By Paul Nixon, Head of Behavioural Finance, Momentum Investments Although past performance is not a good indication of future returns, it seems to remain one of the main determinants of investment switching behaviour and consequently the dreaded ‘behaviour tax’. This behaviour tax is calculated as the performance sacrificed after switching between one unit trust and...
01 Dec 2023

Planners, Clients, And Investment Managers Building Alignment On Esg

By Gontse Tsatsi, Head of Retail Clients: Old Mutual Investment Group According to The Wealth Report 2022 Attitude Surveys, financial planners think that Environmental, Social and Governance (ESG) investing and generational wealth transfer will have an impact on how their clients invest about 50% of the time. The issues that they felt would influence their...
30 Nov 2023

Add some ‘BMT’ to your clients’ retirement portfolios

By: Martiens Barnard, Marketing Actuary at Momentum Investments In sport, certain players are described as individuals with big match temperament or ‘BMT’. Players with BMT just seem to have the ability to perform well in high-pressure situations, when it is needed most, and their trophy rooms are stacked with the evidence. But when your clients...
30 Nov 2023

Critical investment lessons from 2023

By: JB Smith, Managing Director at Sequoia Capital Management and NMG Asset Execution Executive During a tumultuous year, we’ve witnessed the continuation of ongoing conflicts and the emergence of new ones, with their effects on global financial markets remaining highly uncertain. Take, for instance, the conflict between Ukraine and Russia. Even when examining the data,...
30 Nov 2023

The global costs of climate change: Who should be paying?

By: Oyena Mtuzula, Head of Credit & ESG, Terebinth Capital It is almost eight years since 197 countries committed to the Paris Climate Agreement (or COP21), an ambitious global action plan to fight climate change. The accord provides a pathway for developed nations to assist developing nations in their climate mitigation and adaptation efforts. The...
30 Nov 2023

The hype around investing offshore is back at the euphoric levels of the mid-nineties – but is it different this time?

By: Sheldon Holdsworth, Old Mutual International Regional Offshore Specialist Offshore investing trends in the mid-1990s differed hugely from today. Fund choices open for South Africans extended to no more than five options, yet almost every application form received allocated the funds, whether on a recuring premium basis or as a lump sum, to asset swap/feeder...
30 Nov 2023

South Africa’s revolutionary journey in ESG investing

By: James George, Compliance Manager, Compli-Serve SA South Africa’s journey towards ESG integration in investment management can be traced back to the late 20th century, leading up to today where ‘ESG’ is a concept commonly known across financial services. The end of apartheid in 1994 marked a new era, with an increased focus on corporate...
24 Nov 2023

Double recognition for Medihelp

Medihelp, one of the five largest open medical schemes in the country, received double recognition for their dedication to financial advisers and members, respectively. “Our peers celebrated us recently by selecting us as one of the top three product suppliers in the healthcare category of the 2023 FIA Intermediary Experience Awards. This award recognises the...

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