B2B Central

Momentum Investments

31 Oct 2024

Sustainable investing: Balancing returns and responsibility

By Staff Writer

By: Eugene Botha, Head: Research Hive at Momentum Investments In recent years, sustainable investing has emerged as a pivotal strategy in the financial world, driven by the growing recognition of the importance of environmental, social, and governance (ESG) considerations. In the latest edition of Mindfields, our research publication, we delve into some of the aspects...
10 Oct 2024

Stewards of your investment success

By Staff Writer

By: Mike Adsetts, Global Chief Investment Officer at Momentum Investments Responsible investment practices are embedded into our investment thinking and management. Integrating environmental, social and governance (ESG) issues into investment decision-making and applying stewardship practices are two key parts of our role as a responsible investor, also known as Responsible Investing (RI). The two strategies...
13 Jun 2024

Keep your savings pot invested

By Staff Writer

By: Niel Joubert From Momentum Investments Group Retirement fund members will have access to a part of their retirement fund benefits in case of emergencies or financial hardship when the two-pot system is implemented. But even though you will be able to withdraw money from your savings component, you don’t have to. We recommend not to...
30 May 2024

With Momentum Wealth’s living annuity, clients can invest up to 100% of their investment assets offshore, but should they?

By Staff Writer

By: Martiens Barnard, Marketing Actuary at Momentum Investments Many living annuity providers across South Africa can no longer offer unlimited offshore exposure to their clients when they retire. That is because investment companies may not in aggregate invest more than 45% of their assets under management offshore. Once they have reached that limit, which many...
09 May 2024

Why do you want to invest offshore?

By Staff Writer

By: Martiens Barnard, Marketing Actuary at Momentum Investments Navigating the murky waters of financial markets, especially with the looming uncertainty that the upcoming elections create, leaves many of us with two pivotal questions: Will our local equities continue playing second fiddle to offshore markets, and what’s the deal with the rand? Will it continue to...
30 Apr 2024

Blending security and flexibility for retirement

By Staff Writer

By: Martin Riekert, Head of Retail Investments at Momentum Investments Retirement marks a major milestone filled with both emotional and financial considerations. One crucial decision people face at retirement is choosing an annuity. When you retire, you have to use at least two-thirds of your retirement savings in your retirement fund to provide you with...
18 Apr 2024

Quantitative investing: Your passport to going global

By Staff Writer

By: Mike Adsetts, Chief Investment Officer at Momentum Investments The sheer volume and variety of investment choices available can be overwhelming. Accompanying this, the sheer volume of data and the speed at which data is generated can be eye watering. From an investment perspective, there are a few ways in which to approach this information...
27 Mar 2024

Unlocking hyper personalisation: AI's role in redefining customer experience

By Staff Writer

By: Paul Nixon, Head of Behavioural Finance at Momentum Investments Originally, behavioural finance was overly focused on the construct of ‘rationality’. This was demonstrated by the contrast often set between the hyper-rational and logical Mr. Spock from the popular sci-fi series Star Trek and pop culture sensation Homer from the animated series “The Simpsons” , who...
08 Mar 2024

Reimagining tax year planning – early bird catches the worm

By Staff Writer

By: Fränzo Friedrich, Head of Marketing at Momentum Investments Forget the end-of-year scramble to max out tax benefits with top-ups to retirement annuities and tax-free investments (also known as tax-free savings accounts). As the saying goes, the early bird catches the worm. Let’s flip the script this year, advocating for a proactive approach right from...
02 Jan 2024

Investing in machine learning research

By Staff Writer

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 Staff Writer

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 Staff Writer

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...