Momentum’s Sharia-aligned Portfolio Shines in Tough Times
December 7, 2020
By: Francois Strydom, Portfolio Manager at Momentum Securities Confirming theories that Sharia-compliant investments outperform their conventional counterparts in challenging economic times, Momentum Securities’ International Sharia Aligned Equity Portfolio has achieved a cumulative year-to-date return of…
Greener pastures could erode your financial position
December 3, 2020
By: PPS As the signs point to a dramatic economic impact on the back of Covid-19 hitting our shores earlier this year, more and more professionals are looking to emigrate. Before you look to move…
Will COVID-19 vaccine reverse retirement fears?
December 3, 2020
By: Deane Moore, CEO, Just SA An increased need for certainty in times of uncertainty is a retirement trend that gained momentum in the wake of the pandemic. Latest research shows that 70% of South…
Making medical aid choices in uncertain times
December 3, 2020
By: Lee Callakoppen, Principal Officer of Bonitas Medical Fund 2020 has been marred by uncertainty across the globe, with the impact of the Covid-19 affecting many industries – a trend which is expected to continue well into…
Increasing need for cross- border estate planning as more SA investors look offshore
December 3, 2020
By: Bertie Nel, Head of Financial Planning and Advice at Momentum Consult What advisers should consider with offshore structures and complicated cross-border estate planning. Market volatility, a weakening rand, and a steep Gross Domestic Product (GDP) decline…
Avoiding Festive Season Fraud
December 2, 2020
With the festive season being synonymous with more transactions, especially as people typically have more money at this time of year, the greater the probability there is of fraud occurring. In fact, according to PwC’s…
Saving for retirement: the long and the short of it
December 1, 2020
By: Rowan Burger, Head of Strategy at Momentum Investments When faced with a short-term shock affecting not only our health but also our financial wellbeing, it gives reason to reflect on whether focus is in…
Momentum's Science of Success Festival brings a fresh perspective to financial well-being
November 26, 2020
The 2020 Science of Success Festival, recently held in Johannesburg, brought a fresh perspective to household financial wellness using data and insights from the Momentum Unisa Household Financial Wellness Insights report in an accessible and…
