Investment Moments

#022 What’s the difference between saving and investing? | Martin Riekert

Martin Riekert, executive head of retail investments, explains the importance of creating a savings habit to build wealth over time. And how investing your savings into an investment market ensures your savings grow.

12 Jul 2022 15 min

#021 Reimagine retirement | Elri Pienaar

In this episode, Levashni Naicker (Communications Specialist) talks to Elri Pienaar (Senior Product Specialist in the Product Solutions team at Momentum Investments) about how we have reimagined retirement income planning into a blended product solution that provides the flexibility of a living annuity and the certainty of a life annuity…

8 Jun 2022 19 min

#020 Innovation through research | Eugene Botha

In this episode, Levashni Naicker (Communications Specialist) talks to Eugene Botha (Deputy Chief Investment Officer of Momentum Investments) about his team’s new initiative called the Research Hive and the latest edition of Mindfields.

19 May 2022 10 min

#019 How MCI makes investing personal | Kapil Joshi

In this episode, Ali Simpkins (Fund Specialist) talks to Kapil Joshi (Head of Momentum Collective Investments) about how we support, and partner with financial advisers to make investing personal.

31 Mar 2022 21 min

#018 Sci-Fi report and investor behaviour | Paul Nixon

In this episode, Niel Joubert (communications manager of Momentum Investments) talks to Paul Nixon (Head: Behavioural Finance) about the Sci-Fi report, which gives an overview of investor behavioural patterns on the Momentum Wealth platform.

28 Mar 2022 17 min

#017 Five Things to look out for in 2022 | Sanisha Packirisamy

In this episode, Sanisha Packirisamy (economist with Momentum Investments) talks to host Lien Potgieter (Communications Specialist) about the 5 things that we should look out for in 2022, which could affect the global and local economy. Sanisha also shares the most surprising thing about 2021.

14 Dec 2021 11 min

#016 Momentum GF Global Sustainable Equity Fund | Natalie Harrison

In this episode Natalie Harrison (Global Fund Specialist) talks to Andrew Hardy (Director of Investment Management of Momentum Global Investment Management (MGIM)) and Lorenzo La Posta (Co-Portfolio Manager: MGIM) about an enhanced index approach, ESG and the launch of the Momentum GF Global Sustainable Equity Fund.

17 Nov 2021 10 min

#015 Momentum GF Global Equity Fund | Natalie Harrison

In this episode Natalie Harrison (Global Fund Specialist) talks to Andrew Hardy (Director of Investment Management of Momentum Global Investment Management (MGIM)) and Robert White (Portfolio Manager: MGIM) about investing offshore and the launch of the Momentum GF Global Equity Fund.

17 Nov 2021 12 min

#014 Momentum Investments Internship Program called ‘Phambili’ | Theo Terblanche

In this episode Levashni Naicker (Communications Specialist) talks to Theo Terblanche (Executive Head of Investment Management) about an exciting initiative, the new internship program called ‘Phambili’.

28 Sep 2021 19 min

#013 Expanding your Smart Beta Toolbox | Wayne Dennehy

In this episode Ali Simpkins (Fund Specialist) talks to Wayne Dennehy (Head of Systematic Strategies and Structuring) about smart beta investment strategies and the launch of the Momentum Quality Equity Fund.

8 Sep 2021 14 min

#012 How too much choice is draining your brain | Paul Nixon

In this episode Levashni Naicker (Communications Specialist) talks to Paul Nixon (Head of behavioural finance) about investor behavior, investment noise and what happens when we are faced with too many choices.

19 Aug 2021 19 min

#011 Diversification in uncertain markets | Eugene Botha

In this episode Levashni Naicker (Communications Specialist) talks to Eugene Botha (Deputy Chief Investment Officer) about the key to diversification, considering that we don’t know what the future holds.

22 Jul 2021 7 min

#010 Responsible Investing | Kudzayi Ziso

In this episode Levashni Naicker (Communications Specialist) talks to Kudzayi Ziso (Corporate Portfolio Solutions Portfolio Manager) about the topical subject of responsible investing and why it should appeal to investors.

7 Jul 2021 7 min

#009 Responsible Investing | Mike Adsetts

In this episode Levashni Naicker (Communications Specialist) talks to Mike Adsetts (Deputy Chief Investment Officer) about the hot topic of responsible investing and how we implement responsible investing in our portfolios.

24 May 2021 13 min

#008 Why invest in smart beta? | Wayne Dennehy

In this episode Levashni Naicker (Communications Specialist) talks to Wayne Dennehy (Head of Systematic Strategies and Structuring) about smart beta funds and how they fit into your client’s portfolio.

10 May 2021 14 min

#007 Are you like Homer Simpson or Spock? | Paul Nixon

In this episode Niel Joubert (Communications Manager) talks to Paul Nixon (Head of Behavioural Finance) about the human brain, behavioural finance, and why we make the choices we do.

26 Apr 2021 8 min

#006 What influences financial behaviour? | Paul Nixon

In this episode Niel Joubert (Communications Manager) talks to Paul Nixon (Head of Behavioural Finance) about the link between a client’s personality and their financial behaviour.

12 Apr 2021 11 min

#005 Guaranteed Solutions and financial planning | Andre Geldenhuys

In this episode Levashni Naicker (Communications Specialist) talks to Andre Geldenhuys (financial adviser at Momentum Consult) about guaranteed solutions as part of a financial plan.

6 Apr 2021 6 min

#004: More about annuities | Krishna Kanjee

In this episode Levashni Naicker (Communications Specialist) talks to Krishna Kanjee (Product Specialist: Income and Structured Solutions) about annuities and compulsory and voluntary products.

9 Mar 2021 12 min

#003: Annuities: Living vs life | Elri Pienaar

In this episode Niel Joubert (Communications Manager) talks to Elri Pienaar (Manager: Income and Structured Solutions) about living annuities and life (guaranteed) annuities.

26 Feb 2021 12 min