Sonja Saunderson, Chief Investment Officer, Momentum Investments Introduction In the budget documents released as part of the Minister of Finance’s budget speech on 23 February 2022, Annexure F of the budget documentation contained the following:…
Sonja Saunderson – Chief Investment Officer at Momentum Investments Background and overview On 24 February, Russian President Vladimir Putin ordered the invasion of neighbouring Ukraine. The invasion followed weeks and months of provocation to the…
Justin Floor, Fund Manager at PSG Asset Management It is becoming increasingly apparent that hidden value on the JSE is being recognised by private equity investors, industry players (particularly foreign companies) and even some locally listed companies. …
Adjusting your investment expectations
March 10, 2022
General outlook for 2022 Schalk Louw, portfolio manager at PSG Wealth. During the summer holidays, as usual, I worked through the financial reports released by most of the large investment houses outlining their outlook for the new…
Scott Cooper, investment professional at Marriott The economic response by policy makers in first world countries to the coronavirus pandemic has been both swift and of an unprecedented scale. This has enabled them to limit…
Turnover: €1,568m, up +8.3% at constant FX and perimeter Trade credit insurance increased +9.7% driven by activity recovery and past repricing Pricing impact is still positive on the year (+0.7%) but evolution has been negative…
Be careful not to lock your capital in for too long
March 8, 2022
Portfolio Manager and Strategist at PSG Wealth, Schalk Louw During this past December holiday, I learnt a valuable lesson about ageing. Don’t get me wrong, I am still very young and I don’t see a grey hair…
Momentum Securities Stock pick of the week: Adidas
March 4, 2022
About: Adidas AG is a German multinational corporation, founded and headquartered in Herzogenaurach, Bavaria, that designs and manufactures shoes, clothing and accessories. It is the largest sportswear manufacturer in Europe, and the second largest in the…
