Investment Moments
We discuss all things investments with financial experts to present you with insights that you can discuss with your clients to help them achieve their goals.
Episodes
Monday May 10, 2021
Why invest in Smart Beta?
Monday May 10, 2021
Monday May 10, 2021
Wayne Dennehy, head of systematic strategies & structuring, explains how Smart Beta funds help build better, cheaper, and more diversified portfolios.
Monday Apr 26, 2021
Are you like Homer Simpson or Spock?
Monday Apr 26, 2021
Monday Apr 26, 2021
Paul Nixon, head of behavioural finance, explains more about the human brain, behavioural finance and why we make the choices we do.
Monday Apr 12, 2021
What influences financial behaviour?
Monday Apr 12, 2021
Monday Apr 12, 2021
Paul Nixon, head of behavioural finance, explains the benefits of the Momentum Wealth platform that can analyse the behaviour of people's financial decisions patterns over time to predict what people are likely to do during market cycles.
Tuesday Apr 06, 2021
Guaranteed solutions and financial planning
Tuesday Apr 06, 2021
Tuesday Apr 06, 2021
Andre Geldenhuys, financial adviser at Momentum Consult, explains how guaranteed solutions help mitigate risks by not being exposed to market volatilities.
Tuesday Mar 09, 2021
More about annuities
Tuesday Mar 09, 2021
Tuesday Mar 09, 2021
Krishna Kanjee, product specialist: income & structured solutions, gives her insights about Momentum Investments voluntary and compulsory annuities offering.
Friday Feb 26, 2021
Living versus life annuities
Friday Feb 26, 2021
Friday Feb 26, 2021
Elri Pienaar, manager: income & structured solutions, unpacks the difference between a RA and a life annuity and how It's always a personal choice.
Thursday Feb 11, 2021
Annuities. The basics.
Thursday Feb 11, 2021
Thursday Feb 11, 2021
Elri Pienaar, manager: income & structured solutions, explains that it's essential for advisers to look at the entire profile of the client as there's no cookie-cutter solution.
Wednesday Feb 10, 2021
Guaranteed solutions
Wednesday Feb 10, 2021
Wednesday Feb 10, 2021
Martin Riekert, executive head of retail investments, explains how financial advisers could best advise on a structured or guaranteed investment product that is most appropriate for their clients to reach their investment outcomes.