Investment insights

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.

Is SA Property a dead asset class?

Florbela Yates, Head of Equilibrium, and Thami Khoza, Portfolio Manager of Equilibrium, talk about the role of SA property in a multi-asset portfolio.

Practical considerations the adviser should think of when investing offshore (Part 2)

Florbela Yates, head of Equilibrium, and Dean De Sousa, FASSA, portfolio manager, discuss the practical considerations a financial adviser should think of when investing offshore in part two of our two-part series about offshore investing.

Starfish, our holistic value proposition, is launched

Martiens Barnard, Head of Technical Marketing, explains more about Starfish. An interactive tool providing a comprehensive view of Momentum Investment’s value proposition.

A look back at the year that was and the big questions for 2023

Sanisha Packirisamy, a senior economist at Momentum Investments, reflects on 2022 and what positive surprises could be at play in 2023 for the global economy.

What’s the difference between saving and investing?

Martin Riekert, executive head of retail investments, explains the importance of creating a savings habit to build wealth over time. And how investing your savings into an investment market ensures your savings grow.