Investment insights

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.

Rian Smit, Portfolio Manager (National Budget Review 2025)

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

Karabo Seima, Portfolio Manager (National Budget Review 2025)

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

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.