Enduring investment themes
March 15, 2021
Global systemic risks In response to the global pandemic and a rapidly changing macro-economic environment, policymakers have been summoned to help stabilise markets. They have struggled to manage the economy, society and environment in a way that…
Economic growth still bouncing from low lockdown base
March 11, 2021
By: Johann van Tonder, Economist at Momentum and Herman van Papendorp, Head of Investment Research & Asset Allocation at Momentum Investments. Highlights The South African economy contracted by 7% in 2020 compared to 2019. In…
2021 could mark SA's economic comeback year
March 2, 2021
By: Old Mutual Investment Group 2021 could see a turnaround in South Africa’s market and macro-economic prospects, despite the continuing challenges it faces from low growth and the global pandemic. This was the message at…
Retail Investors' risky trading likely to continue and lead to big losses in the future
February 23, 2021
By: Momentum Securities The Department of Justice and Securities and Exchange Commission (SEC) in the US have both officially launched investigations into the GameStop surge. While the dust has seemed to have settled, this may…
Peregrine Treasury Solutions announces name change to Citadel Global
February 23, 2021
Peregrine Treasury Solutions announced today that it has changed its name to Citadel Global. This decision forms part of the restructuring of parent company Citadel Investment Services following its unbundling from Peregrine Holdings last year. Citadel Global…
Why a recession might be a good time to start a new business venture
February 18, 2021
By: Business Partners Limited Considering that South Africa won’t see the full roll-out of a COVID-19 vaccine until later this year, and is still reeling from the first and second COVID-19 wave, one might assume…
How will markets surprise investors this year?
February 17, 2021
By: Adriaan Pask, Chief Investment Officer at PSG Wealth Can global equity markets sustain the kind of prices they are enjoying now? This is the question many investors are asking. A lot of stimulus has been…
By: Momentum Global Investment Management Momentum Global Investment Management (MGIM), Momentum Investments’ international investment management division, has appointed Andrew Hardy as Director of Investment Management as the business positions itself for further growth in the…
