Investment Moments

Financial market outlook for 2025

Levashni Naicker, communications specialist at Momentum Investments and Herman van Papendorp, head of asset allocation at Momentum Investments discuss the financial market outlook for 2025.

Economic outlook | Looking back at 2024 and ahead to 2025

Levashni Naicker, communications specialist at Momentum Investments and Sanisha Packirisamy, chief economist at Momentum Investments look back at 2024 at the events that shaped the economy and provide an economic outlook for 2025.

Trump's big comeback: An analysis of the United States presidential election

In this video, the economic research desk offers an in-depth analysis of the United States (US) presidential election held on 5 November 2024.

Quarterly economic lens | October 2024

Tshiamo Masike, economic analyst at Momentum Investments and Sanisha Packirisamy, chief economist at Momentum Investments, discuss the economic events of the past quarter and what they expect for the quarters ahead.

Exploring the outcomes of the national elections on the South African economy

We explore the outcomes of the national elections on the South African economy.

Economic insights: Unpacking SA's budget

Sanisha Packirisamy gives her view on the effects of SA’s national budget.

Asset class insights: Unpacking SA's budget

Herman van Papendorp analyses SA’s national budget on asset classes.

Fixed income insights: Unpacking SA's budget

Ian Scott talks about the effects of SA’s national budget on fixed income.

Portfolio construction, Regulation 28 & offshore investing - Part 2

Florbela Yates, head of Equilibrium & portfolio manager Dean de Sousa, discusses global inflation's effects on investment markets and how this affects how portfolios are constructed.

Portfolio construction, Regulation 28 & offshore investing - Part 1

Florbela Yates, head of Equilibrium & portfolio manager, Dean de Sousa, discuss portfolio construction considerations and when to consider active, passive or systematic strategies.