Passive investing involves investing in index funds or exchange-traded funds where investment securities are selected to match those of an index or a segment of the market, rather than being actively chosen by a portfolio manager with the goal of...
Momentum
What is the outlook for global and local asset classes?
The highest ever proportion of the world’s population will be experiencing some form of elections in their countries or regions during 2024, with almost half of the planet’s people heading to the polls this year. For global financial markets, this could imply...
Top ten macroeconomic trends in 2024
Investors, envisioning a route away from a deeper or more prolonged recession, are nevertheless still likely to grapple with a moderation in global economic activity in 2024, driven by the ongoing repercussions of tight monetary policies, constrained government...
A highwire act: matching clients’ expectations with reality
Mike Adsetts, Chief Investment Officer, Momentum InvestmentsThere are periods of time during which it seems that very little changes. The investment industry is one where this is most definitely not the case.On the local front, the relaxation of exchange control...
Financial advisers are ‘heroes waiting in the wings’ ready to spur SA on its journey to success
Janine Horn, Financial Planner, MomentumAs the cost-of-living crisis continues to escalate, the average South African household is drowning in debt and financial uncertainty. The very notion of financial security has become a foreign concept to millions, which is only...
Momentum Metropolitan acquires RMI Investment Managers
Alida de Swardt (CEO RMI Investment Managers), Jeanette Marais (Group CEO, Momentum Metropolitan) and Lisa Chiume (senior investment executive RMI Holdings).In a transaction signed on 11 September 2023, Momentum Metropolitan entered into a sale agreement with...
Momentum Investments and Robeco launch partnership in Southern Africa
Mike Adsetts, Jeanette Marais, Wilma de Groot, Thabo TemboStrategic partnership deepens portfolio integration in quantitative equity products and researchMomentum Investments and Robeco have entered a strategic partnership, affording Momentum Investments access and...
How investors can maximise their retirement savings
Eugene Botha, Deputy Chief Investment Officer, Momentum InvestmentsMany South Africans, regardless of their income level, are uncertain about whether their retirement savings will be sufficient for a comfortable retirement. Despite regular reminders from experts and...
Investment risk from a client’s perspective
Eugene Botha,Deputy Chief Investment Officer, Momentum Investments Risk means different things to different people and to make the most appropriate investment decision for a client, risk must be defined clearly and measured correctly. When...