Tag: Momentum Investments

It is hard to deny there is still a gap between men and women, especially when it comes to finances. Yet, when it comes to investing, women, just by being themselves, have some advantages over their male counterparts. Some women may still experience the effects of the gender pay gap and slower career progress when compared to their male counterparts.

Following President Cyril Ramaphosa’s State of the Nation Address (SONA), we have released an analysis of the speech. SA has registered 3.6 million cases of COVID-19 and just over 96,000 deaths to date.

The start of a new year is the perfect time to change old habits and make choices that promote growth and well-being. This isn’t only good advice for life, but also for one’s investments. As we welcome 2022, there may be no better opportunity to look back at how the investment landscape has changed, consider where the biggest opportunities for the next 11 months will come from, and take note of which investment habits you need to shake.

Greenwashing is the practice of giving the wrong impression, providing false information, or fabricating a story about how a company and its products, or an investment solution, are environmentally friendly or beneficial in an environmental, social or governance (ESG) context.

Modern Portfolio Theory, introduced by Harry Markowitz in 1952, has provided the lens for the way investments have been viewed for more than 60 years. In its most basic sense, it suggests the most efficient portfolio is one that maximises the return at a set risk level.

South African Finance Minister Enoch Godongwana tabled the 25th Medium-Term Budget Policy Statement today, where he emphasised the budget’s focus on navigating the country’s path toward an economic and social recovery.

Saving even the smallest amount regularly will make a difference to your long-term financial independence. Well-planned investing and taking advantage of the ‘magic’ of compound interest are two of the most powerful ways in which South Africans can elevate themselves financially, and secure their financial independence one day.

Institutional investment is arguably a key economic driver, providing the means by which many countries can grow and develop across many different areas – in many ways it is the ‘fuel’ that powers modern economies. But, as society increasingly grapples with what a modern, inclusive, socially responsible society should look like, so many are looking to re-imagine the ingrained structures behind elements of society that need systemic change.

‘When one door closes, another one opens,’ as the saying goes, and this is particularly true when it comes to investments. Economic recovery is on the horizon, and while it is expected and somewhat priced in by present market activity, investors are more interested in looking at what lies ahead. And here there may be some opportunities.

The recent announcement that heavyweight Wall Street bank, JP Morgan Chase has agreed to buy UK Robo-Adviser, Nutmeg, indicates the far-reaching effects of COVID-19 on the financial advice and wealth management industry as big business embraces this new model.