Investment Moments

Karabo Seima, Portfolio Manager

Karabo Seima, Portfolio Manager, provides her view on the effects of the national budget on credit (including the financial viability of state-owned enterprises and structural reforms).

Herman van Papendorp, Head of Asset Allocation

Herman van Papendorp, Head of Asset Allocation, gives his view on the effects of the national budget on asset classes.

Thamage Lesito, Senior Portfolio Manager

Thamage Lesito, Senior Portfolio Manager, provides his view on the effects on fixed income.

Rian Smit, Portfolio Manager

Rian Smit, Portfolio Manager, gives his view on the effects of South Africa’s national budget on alternative investments.

Sanisha Packirisamy, Chief Economist

Sanisha Packirisamy, Chief Economist, provides her view on the effects of South Africa’s national budget on the economy.

Why DIY Investing and Advice Belong Together

DIY investing is all the rage and certainly has a place in the market, but so does financial advice. As a new generation of investors power through the market and look to build on the knowledge and wealth gained in recent years, there’s an opportunity to pause and consider whether it wouldn’t be better to do this with a broader financial plan in place. After all, you might love decorating a home, but wouldn’t you still use an architect to design it properly?
 
Drawing on the benefits of DIY investing and financial planning leads to a best-of-both-worlds approach. You can have fun with investing and do so with the safety of guardrails provided by a proper financial plan. Kapil Joshi, Managing Director: Strategy and Proposition at Momentum Wealth, joined the Ghost writer on this podcast to talk about how these worlds should co-exist for investors who want to take a more active approach to their wealth creation.

Sanisha Packirisamy, Chief Economist (Medium-term budget policy statement 2025)

Sanisha Packirisamy, Chief Economist, shares her views on the Medium-Term Budget Policy Statement (MTBPS).

Sanisha Packirisamy, Chief Economist (National Budget Review 2025)

Sanisha Packirisamy, Chief Economist, provides her view on the effects of South Africa’s national budget on the economy.

Herman van Papendorp, Head of Asset Allocation (National Budget Review 2025)

Herman van Papendorp, Head of Asset Allocation, provides his view on the effects of South Africa’s national budget on asset classes.

Thamage Lesito, Senior Portfolio Manager (National Budget Review 2025)

Thamage Lesito, Senior Portfolio Manager, provides his view on the effects of South Africa’s national budget on fixed income.