By: Sanisha Packirisamy, Economist at Momentum Investments and/or Herman van Papendorp, Head of Investment Research & Asset Allocation at Momentum Investments. The South African Reserve Bank (Sarb) Monetary Policy Committee (MPC) held interest rates steady at 3.5%…
The end of the beginning
November 16, 2020
By: Old Mutual Wealth Investment Strategists Izak Odendaal and Dave Mohr One of UK Prime Minister Winston Churchill’s most famous lines comes from a speech he gave after the defeat of German forces at the…
Investment advice can be risky business
November 11, 2020
By: Paul Nixon, head of technical marketing and behavioural finance at Momentum Investments Much has been said about flawed ‘risk profile’ and ‘risk tolerance’ questionnaires in the advice process. Despite the agreement as an industry about…
Investment jargon – demystifying investment language
November 11, 2020
Eight key investment nuances first-time investors should know Investment jargon – used by ‘those in the know’ ad nauseum – can be very intimidating, and sometimes even a barrier to entry for first-time investors. Understanding what your…
Investment lessons from a terrible, horrible, no good, very bad year
November 11, 2020
By: Dr Adrian Saville, Chief Executive, Cannon Asset Managers In a speech marking the 40th anniversary of her accession, Queen Elizabeth said, “1992 is not a year on which I shall look back with undiluted…
Vaccine news a shot in the arm for recovery stock
November 11, 2020
Suddenly there is cause for optimism for 2021 By: Johanna Kyrklund, Chief Investment Officer and Global Head of Multi-Asset Investment The result of the US election was big news for the world, for the economy…
Chinese fund managers embracing ESG
November 10, 2020
By: Faisal Rafi FIA, Head of Research, RisCura When investors think about China, they don’t normally think about sustainable investing. On the contrary, they know that China’s carbon footprint has been increasing for decades, now overtaking the…
Homegrown offshore fund shines as SA investors look for greater diversification amid dwindling JSE options
November 9, 2020
Momentum Securities’ International portfolio outshines peers Since it was launched on 1 June 2016, the Momentum Securities’ International Portfolio has returned 70%, a full 20% above the benchmark’s 50% return on a cumulative basis. This translates…
