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News

In the news

Medium-term budget policy statement | October 2024
The impact of personality traits on investment decisions | August 2024
June’s dip in rental inflation larger than anticipated | July 2024
Less hawkish hold a pathway to monetary policy easing | July 2024
Market and economic outlook: July 2024 | July 2024
Mindfields: Market insights | July 2024
SA's new Cabinet: Piecing together the government of national unity | July 2024
Consumer pulse: Less pessimistic about the economic outlook | June 2024
CPI unchanged at 5.2% y/y in May, in line with expectations | June 2024
How investment styles behave during periods of uncertainty | June 2024
2024 National Elections | June 2024
Financial Stability Review: SA insurers relatively resilient against shocks | June 2024
Growth unexpectedly contracts by 0.1% in Q1 2024 | June 2024
Business pulse: Political climate clouds business activity | June 2024
SARB keeps interest rates steady at 8.25% - a less hawkish hold | May 2024
Blue Chip Journal - What is impacting the investment landscape? | May 2024
MoneyMarketing - Why do you want to invest offshore? | May 2024
Blue Chip Journal - Listings on the JSE: Should recent history make us worried? | May 2024 (pdf)
Blue Chip Journal - The cost of carbon: an investor’s perspective | May 2024 (pdf)
Cover Magazine – Why do you invest offshore? | April 2024 (pdf)
Quantitative investing: Your passport to going global | April 2024
MoneyMarketing - Debunking the ESG ‘fad’ | March 2024 (pdf)
Cover magazine - How you can personalise your advice for retirement planning | February 2024 (pdf)
Blue Chip Journal - ETFs, ETNs and AMCs: is this the future of investing? | January 2024 (pdf)
Blue Chip Journal - A universal perspective by Ferdi van Heerden | January 2024 (pdf)
Blue Chip Journal - Reimagining retirement planning with innovative thinking | January 2024 (pdf)
Blue Chip Journal - Shaping the future of investment management and advice, today | January 2024 (pdf)
Blue Chip Journal - Top 10 trends shaping tomorrow | January 2024 (pdf)
Blue Chip Journal - A leap forward into a new digital era | January 2024 (pdf)
Blue Chip Journal - Momentum Investments and Robeco launch partnership in Southern Africa | January 2024 (pdf)
MoneyMarketing - Leveraging technology to enhance business growth for financial advice practices | January 2024 (pdf)
FIA Insight - Retirement savings should always be a last resort when clients need liquidity | January 2024 (pdf)
MoneyMarketing - Reflecting on the state of the world and markets, the analogy of a coiled spring comes to mind | December 2023 (pdf)
Blue Chip Journal - Smart Beta has disrupted the binary choice between active and passive investing | November 2023 (pdf)
MoneyMarketing - Reimagining retirement planning with innovative thinking | November 2023 (pdf)
FIA Insight - Advisers must stay ahead of the curve, using technology to help clients achieve their financial goals. (pdf)
MoneyMarketing - How to get superior returns and lower fees | September 2023 (pdf)
MoneyMarketing - Have the low-hanging fruit rotted in South Africa? | September 2023 (pdf)
Blue Chip Journal - Invest your savings money | August 2023 (pdf)
Blue Chip Journal - Retirement planning financial independence | August 2023 (pdf)
Blue Chip Journal - Digital solutions in wealth management | August 2023 (pdf)
Blue Chip Journal - How big is your shield against AI | August 2023 (pdf)
Blue Chip Journal - Add some “BMT” to your clients’retirement portfolios | August 2023 (pdf)
MoneyMarketing - A plan for global citizens | June 2023 (pdf)
Cover Magazine - How DFMs assist advisers in getting better outcomes for clients | June 2023 (pdf)
MoneyMarketing - What makes a successful investor? | June 2023 (pdf)
MoneyMarketing - A plan for global citizens | June 2023 (pdf)
Cover Magazine - Investments | May 2023 (pdf)
Cover Magazine - Investments | April 2023 (pdf)
Cover Magazine - Investments | April 2023 (pdf)
MoneyMarketing - Tax-free savings account or taxfree investment? | April 2023 (pdf)
FIA Insight magazine - Investing in a better future | March 2023 (pdf)
MoneyMarketing - Global investment opportunities | March 2023 (pdf)
Cover Magazine - Financial planning | February 2023 (pdf)
Blue Chip - CRYPTOCURRENCIES as an investment | February 2023 (pdf)
Blue Chip - ESG: hype or pathway to a better future? | February 2023 (pdf)
Blue Chip - A focus on the future of investing | February 2023 (pdf)
Blue Chip - The dawn of thematic investing | February 2023 (pdf)
Blue Chip - Why optimising tax incentives is a great way to create wealth | February 2023 (pdf)
Cover magazine - Economic outlook: 12 crucial questions about the world in 2023 | January 2023 (pdf)
FIA News TRUST IN THE HYBRID AGE | January 2023 (pdf)
MoneyMarketing - The ingredients of a successful investment platform | January 2023 (pdf)
MoneyMarketing - Not quite light at the end of the tunnel | December 2022 (pdf)
MoneyMarketing - An investor’s perspective: Remain relevant in a world of disruptions | December 2022 (pdf)
Cover magazine - Financial planning | December 2022 (pdf)
Cover magazine - Increasing access to a global stage | October 2022 (pdf)
Cover magazine - Employee benefits and retirement | October 2022 (pdf)
Blue Chip Journal - Choosing a Discretionary Fund Manager (and platform) | October 2022 (pdf)
Blue Chip Journal - Retirement income planning reimagined | October 2022 (pdf)
MoneyMarketing - Diversification - friend or foe? | May 2022 (pdf)
Blue Chip Journal - Homegrown | October 2022 (pdf)
MoneyMarketing - Helping clients reimagine their retirement | July 2022 (pdf)
FA News - The dawn of thematic investing | June 2022 (pdf)
MoneyMarketing - How do you know an investment manager is walking the ESG talk? | June 2022 (pdf)
Cover magazine - Offshore investments | May 2022 (pdf)
Pensions World (page 38) June 2022 (pdf)
Blue Chip - How investing is like skiing | May 2022 (pdf)
Blue Chip - Stay the course through market turmoil | May 2022 (pdf)
MoneyMarketing - Diversification - friend or foe? | May 2022 (pdf)
MoneyMarketing - Why investors should start learning more about alternative investments | April 2022 (pdf)
Today’s Trustee March/May 2022 (pdf)
MoneyMarketing - Transformation: a key part of responsible investing | February 2022 (pdf)
MoneyMarketing - Environmental, social and governance (ESG) integration – A property perspective | February 2022 (pdf)
Cover magazine - Momentum 2022 Outlook | February 2022 (pdf)
MoneyMarketing - Finding certainty in the unpredictable | February 2022 (pdf)
MoneyMarketing - Three investment lessons to learn from 2021 about risky asset classes | February 2022 (pdf)
Cover magazine - Defying gravity but turbulence ahead | February 2022 (pdf)
Today’s Trustee December 2021 (pdf)
Cover magazine - The most important question for your client's investment journey | November 2021 (pdf)
Cover magazine - Will the Smart Money keep flowing into Smart Beta products? | October 2021 (pdf)
Cover magazine - Chinese clampdown | October 2021 (pdf)
MoneyMarketing - Alternative assets – Investing with purpose | October 2021 (pdf)
Cover magazine - Coaching your client for improved retirement outcome | September 2021 (pdf)
MoneyMarketing - How platforms help to navigate the complex investment landscape | September 2021 (pdf)
Blue Chip Digital August 2021 (pdf)
Blue Chip Digital August 2021 (pdf)
MoneyMarketing August 2021 (pdf)
Cover magazine July 2021 (pdf)
MoneyMarketing July 2021 (pdf)
Cover magazine June 2021 (pdf)
Blue Chip Digital June 2021 (pdf)
FA News June 2021 (pdf)
FA News June 2021 (pdf)
MoneyMarketing June 2021 (pdf)
Today’s Trustee June 2021 (pdf)
Cover magazine May 2021 (pdf)
Blue Chip Digital August 2021 (pdf)
Blue Chip Digital interview with Theo Terblanche (pdf)
MoneyMarketing August 2021 (pdf)
Cover magazine July 2021 (pdf)
MoneyMarketing July 2021 (pdf)
Cover magazine June 2021 (pdf)
Blue Chip Digital June 2021 (pdf)
FA News, page 89, June 2021 (pdf)
FA News, page 85, June 2021 (pdf)
MoneyMarketing June 2021 (pdf)
Today’s Trustee June 2021 (pdf)
Cover magazine May 2021 (pdf)
Cover magazine April 2021 (pdf)
MoneyMarketing May 2021 (pdf)
Blue Chip Journal May 2021 (pdf)
MoneyMarketing April 2021 (pdf)
Cover magazine March 2021
Cover magazine March 2021 (pdf)
MoneyMarketing March 2021 (pdf)
Today’s Trustee March 2021
Pensions World March 2021
MoneyMarketing February 2021 (pdf)
Cover magazine January 2021 (pdf)
Blue Chip Journal January 2021
MoneyMarketing January 2021 (pdf)
COVER (pdf)
MoneyMarketing October 2020 (pdf)
MoneyMarketing September 2020 (pdf)
Pensions World (pdf)
Today’s Trustee (pdf)

Economic updates

Economic news

CPI dropped to 3.8% y/y, lowest rate since March 2021 | October 2024
SARB delivered the first highly anticipated repo rate cut to 8% | September 2024
CPI – September 2024 | September 2024
Consumer pulse: Third quarter 2024 | September 2024
External trade trends: Third quarter 2024 | September 2024
Business pulse: Firms are cautiously optimistic | September 2024
Growth up 0.4% q/q in Q2 2024 buoyed by consumption | September 2024
Population grows in a low economic growth environment | September 2024
CPI – August 2024 | August 2024
June’s dip in rental inflation larger than anticipated | July 2024
Less hawkish hold a pathway to monetary policy easing | July 2024
Market and economic outlook | July 2024
SA's new Cabinet: Piecing together the government of national unity | June 2024
Consumer pulse: Less pessimistic about the economic outlook | June 2024
CPI unchanged at 5.2% y/y in May, in line with expectations | June 2024
2024 National Elections | June 2024
Financial Stability Review: SA insurers relatively resilient against shocks | June 2024
Growth unexpectedly contracts by 0.1% in Q1 2024 | June 2024
Business pulse: Political climate clouds business activity | June 2024
SARB keeps interest rates steady at 8.25% - a less hawkish hold | May 2024
Living annuities and investing offshore
Monetary Policy Review: More caution over interest rates (pdf)
Food inflation dip drives headline figure lower to 5.3% in March (pdf)
Consumer pulse: Consumers face mounting financial pressures (pdf)
Medical and fuel inflation drove inflation higher in February (pdf)
SA dodges a technical recession in the fourth quarter of 2023 (pdf)
Business pulse: Business confidence depressed at 30 points (pdf)
External trade trends: Current account deficit ratio widens to 1.6% in 2023 (pdf)
National budget review (pdf)
Market and economic outlook: January 2024 (pdf)
National budget preview: Focusing on five fiscal flags (pdf)
SONA: Addressing democratic despondency with pre-election promises (pdf)
SARB unanimously keeps repo rate steady at 8.25% (pdf)
Headline inflation softened to 5.1% y/y in December 2023 (pdf)
Inflation spike reverses in November 2023 (pdf)
External trade trends: Current account deficit narrowed significantly in Q3 2023 (pdf)
Real GDP contracted marginally by 0.2% q/q in 2023 Q3 (pdf)
Economic outlook: A retrospective look on 2023 and forward glimpses into 2024 (pdf)
Financial Stability Review: SA banks are resilient against shocks (pdf)
SARB unanimously keeps repo rate steady at 8.25% (pdf)
Surprising inflation spike to 5.9% y/y in October led by higher fuel and food prices (pdf)
Business pulse: Narrow retreat in confidence to 31 points driven by new vehicle dealers (pdf)
Medium-term budget review: A test of fiscal prowess amid challenging economic prospects and mounting social needs (pdf)
Statistics SA Census 2022: SA population reaches 62 million (pdf)
Medium-term budget preview: Balancing the books with emptier coffers (pdf) <
Monetary Policy Review (pdf)
CPI spikes to 5.4% in September on higher fuel prices (pdf)
Our first external trade trends report, produced by the macro research team (pdf)
Repo rate unchanged at 8.25% with split preferences (pdf)
Marginal uptick in headline inflation in August (pdf)
External trade trends: Current account deficit widens (pdf)
Consumer pulse: Sentiment lifts but financial stress endures (pdf)
Business pulse: Confidence improves but remains disappointing (pdf)
GDP overshoots expectations at 0.6% q/q in the second quarter (pdf)
Inflation cools by more than expected in July (pdf)
Economic at a glance: July 2023 (pdf)
SARB keeps repo rate at 8.25% but warns of inflation risks: July 2023 (pdf)
Headline inflation falls back within the inflation target range: July 2023 (pdf)
Market and economic outlook: July 2023 (pdf)
Consumer pulse | Second quarter 2023 (pdf)
Headline inflation eases markedly in May 2023 (pdf)
Business pulse: Sentiment plummets in Q2 2023 (pdf)
SA economy averts a technical recession in Q1 2023 (pdf)
Financial Stability Review: Idiosyncratic factors amplify risks (pdf)
SARB hikes by 50 basis points in reaction to currency weakness aggravating inflation risks (pdf)
Headline inflation surprises positively, dropping to 6.8% y/y (pdf)
Food inflation underpins negative inflation surprise yet again: April 2023 (pdf)
Market and economic outlook: April 2023 (pdf)
Economies at a glance March 2023 (pdf)
SARB delivers surprise 50-basis point hike (pdf)
Consumer Pulse (pdf)
Price pressure stems from medical and food inflation (pdf)
Business pulse: Loadshedding continues to stifle activity (pdf)
Large downside surprise in fourth-quarter growth (pdf)
Cabinet reshuffle - March 2023 (pdf)
National budget preview (pdf)
National budget preview (pdf)
The impact of a greylisted status on the SA economy and financial markets (pdf)
National budget review - February 2023 (pdf)
National budget preview - February 2023 (pdf)
Headline inflation eased further in January, but upside risks remain (pdf)
SONA: Energy crisis tops government’s agenda (pdf)
SARB slows hiking cycle after frontloading its fight against inflation (pdf)
Positive inflation surprise could strengthen support for a smaller rate rise (pdf)
Market and economic outlook: January 2023 (pdf)
Financial market outlook for 2023 (pdf)
Economic outlook for 2023 (pdf)
View archive

Economies at a glance
Economies at a glance and summary of indices for October 2024 (pdf)
Economies at a glance September 2024 (pdf)
Economies at a glance August 2024 (pdf)
Economies at a glance July 2024 (pdf)
Economies at a glance June 2024 (pdf)
Economies at a glance May 2024 (pdf)
Economies at a glance April 2024 (pdf)
Economies at a glance March 2024 (pdf)
Economies at a glance February 2024 (pdf)
Economies at a glance January 2024 (pdf)
View archive

Monthly economic overview 2024

January (pdf)
January Afrikaans (pdf)
February (pdf)
February Afrikaans (pdf)
March (pdf)
March Afrikaans (pdf)
April (pdf)
April Afrikaans (pdf)
May (pdf)
May Afrikaans (pdf)
June (pdf)
June Afrikaans (pdf)
July (pdf)
July Afrikaans (pdf)
August (pdf)
August Afrikaans (pdf)
September (pdf)
September Afrikaans (pdf)
Octotober (pdf)
October Afrikaans (pdf)
View archive

Quarterly consumer pulse 2022
Quarter 3 2022 (pdf)

Quarterly economic overview 2024

Quarter 1: January - March 2024 (pdf)
Quarter 2: April - June 2024 (pdf)
Quarter 3: July - September 2024 (pdf)
View archive

General

Sci-Fi Report 2023 - November 2023 (pdf)
Investment risk from a client’s perspective - April 2023 (pdf)
Delivering returns and doing good - April 2023 (pdf)
Mindfields: Price and Liquidity Risk Management - April 2023 (pdf)
Sci-Fi Report 2022 - January 2023 (pdf)
View archive

Investment updates

Key market performance drivers 2024

September (pdf)
August (pdf)
July (pdf)
June (pdf)
May (pdf)
April (pdf)
March (pdf)
February (pdf)
January (pdf)
View archive

Investment updates

Key market performance drivers: September 2023 (pdf)
Key market performance drivers: August 2023 (pdf)
Key market performance drivers: July 2023 (pdf)
Key market performance drivers: June 2023 (pdf)
Exchange control on your portfolios - March 2022 (pdf)
The effect of the Russian invasion of Ukraine on your portfolios - March 2022 (pdf)
Steinhoff: Update on class action - February 2022 (pdf)
Recent developments with the Land Bank - May 2021 (pdf)
Fit for future: Dynamic enhancements to the Factor Series Range of Portfolios - December 2020 (pdf)
Responsible investment: rating our investment managers - June 2020 (pdf)
We remain committed to your investment goals (retail) - March 2020 (pdf)
We remain committed to your investment goals (institutional) - March 2020 (pdf)
We remain committed to your investment goals (retail) - March 2020 (pdf)
We remain committed to your investment goals (institutional) - March 2020 (pdf)

General
Momentum Investments and Unit Trusts overview (pdf)
Momentum Unit Trusts brochure (pdf)

From the experts

General

Mindfields - October 2024 (pdf)
Sci-Fi Report 2023 - November 2023 (pdf)
Investment risk from a client’s perspective - April 2023 (pdf)
Delivering returns and doing good - April 2023 (pdf)
Mindfields: Price and Liquidity Risk Management - April 2023 (pdf)
Sci-Fi Report 2022 - January 2023 (pdf)
View archive

Global Matters Weekly

2024

Honey, I shrunk the listings (pdf)
History doesn’t repeat but it often rhymes (pdf)
Defining value (pdf)
To exclude or not to exclude? That is the question (pdf)
Is there still value in Value? (pdf)
More bang for your buck (pdf)
Delicate China (pdf)
Interest rate cycles and their impact on asset returns (pdf)
The art and science of investment: Why process matters (pdf)
What do replacement costs tell us about the outlook for global listed property? (pdf)
Donald Ducked (pdf)
Investing like Roger Federer (pdf)
Stock picks for Starmer (pdf)
In plain sight (pdf)
Macron's political gamble (pdf)
The future of fund management (pdf)
Reform with Chinese characteristics (pdf)
Bipolar markets (pdf)
Hidden assets (pdf)
It could be gold's time to shine (pdf)
Will buybacks continue to bolster equity markets? (pdf)
It's the little things that count (pdf)
Weathering storms and building trust (pdf)
Where has the 'greenium' gone? (pdf)
Has the US labour market turned a corner? (pdf)
The quiet investor (pdf)
Leaping over leap days (pdf)
(il)Liquidity of property (pdf)
MOVErs and shakers (pdf)
China is on the move (pdf)
The fragility of trust (pdf)
The Trump spectre looms large (pdf)
Big isn't always beautiful (pdf)
A quandary from McQuarrie (pdf)
New Year. New me. New you. New US? (pdf)
View archive

Legal updates

2024

Legal update 7 - Death benefits and third-party payments (pdf)
Legal update 6 - Attachment of retirement benefits for arrear maintenance (pdf)
Legal update 5 - Division of the joint estate of foreign marriages (pdf)
Legal update 4 - Garnishee orders against retirement funds (pdf)
Legal update 3 - Changes for marriages out of community of property without accrual (pdf)
Legal update 2 - Retrospective rule amendments (pdf)
Legal update 1 - Voluntary annuities vs compulsory annuities (pdf)

2023

Legal update 7 - FSCA Guidance Notice 1 of 2023 on section 14(7) (pdf)
Legal update 6 - Case law on cybersecurity matters (pdf)
Legal update 5 - Case law on customary marriage and spousal maintenance (pdf)
Legal update 4 - Case law on fraud and misconduct in the workplace(pdf)
Legal update 3 - Case law on divorce orders and pension interest (pdf)
Legal update 2 - Public Sector Fund benefits (pdf)
Legal update 1 - Taxation Laws Amendment Act 20 of 2022 (pdf)
Retirement Glossary (pdf)
Insurance Glossary (pdf)
Fund Fact Sheet Terminology (pdf)

2022

Legal update 8 - CDeduction in favour of an employer (pdf)
Legal update 7 - Death benefits - marriage in community of property (pdf)
Legal update 6 - Dependency of estranged dependants, adopted children and nominees (pdf)
Legal update 5 - EConfidentiality of personal information (pdf)
Legal update 4 - Maintenance (pdf)
Legal update 3 - Limitations of a power of attorney (pdf)
Legal update 2 - Validity of postnuptial agreements (pdf)
Legal update 1 - Taxation Laws Amendment Act No. 20 of 2021 (pdf)

2021

Legal update 9 - Case law on cancellation of life cover (pdf)
Legal update 8 - Access to retirement annuity and preservation fund benefits (pdf)
Legal update 7 - Caselaw on death beneftits payable (pdf)
Legal update 6 - Power of attorney for security of a debt irrevocable for as long as debt remains unpaid (pdf)
Legal update 5 - Estate planning - Provisions of a will must not be inconsistent with the Constitution (pdf)
Legal update 4 - Failure to pay maintenance (pdf)
Legal update 3 - Taxation Laws Amendment Act No. 23 of 2020 (pdf)
Legal update 2 - Marriage and maintenance after the dissolution of the marriage (pdf)
Legal update 1 - Requirements to stop a retirement fund from paying a benefit pending divorce proceedings (pdf)

2020

Legal update 18 - Case law on payment of life insurance policy where nominee is an unrehabilitated insolvent (pdf)
Legal update 17 - Case law on the duty to maintain a spouse and a child (pdf)
Legal update 16 - Case law on the PFA’s equity jurisdiction and the liability for unpaid retirement fund contributions (pdf)
Legal update 15 - Case law on disposition of retirement benefits upon insolvency (pdf)
Legal update 14 - Access to retirement annuity and preservation fund benefits (pdf)
Legal update 13 - Retirement fund contributions & multiple withdrawals3 (pdf)
Legal update 12 - Case law on marital regime matters (pdf)
Legal update 11 - Case law on debarment of representatives (pdf)
Legal update 10 - Case law on representatives (pdf)
Legal update 9 - Case law on divorce in respect of living annuities (pdf)
Legal update 8 - Case law on distribution of death benefits (pdf)
Legal update 7 - Case law on financial adviser-related matters (pdf)
Legal update 6 - : Case law on financial adviser-related matters (pdf)
Legal update 5 - Case law on retirement fund-related matters (pdf)
Legal update 4 - Public sector fund benefits (pdf)
Legal update 3 - Taxation Laws Amendment Act No. 34 of 2019 (pdf)
Legal update 2 - Case law on financial advisory and intermediary services (pdf)
Legal update 1 - Case law on divorce and death matters (pdf)

Think for a moment

From the experts

COVID- 19 - What do the numbers mean? (pdf)
Don’t touch your face and your investments (pdf)
Getting that “warm and fuzzy” feeling during COVID- 19 (pdf)
Gold in the time of COVID- 19 (pdf)
How a diversified solution protects you (pdf)
How COVID- 19 may affect you (pdf)
Know when your brain lies to you (pdf)
Lifestaging being tested by COVID- 19 (pdf)
Opportunities in the fixed income market (pdf)
Securing your retirement (pdf)
Three important things you need to know about COVID- 19 and your wealth (pdf)

Trustee newsletters

2024 Newsletter

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2023 Newsletter

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2022 Newsletter

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2021 Newsletter

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2020 Newsletter

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2019 Newsletter

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2018 Newsletter

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Momentum Wealth Retirement Annuity Fund (pdf)
Momentum Wealth Pension Preservation Fund (pdf)
Momentum Provident Preservation Fund (pdf)
Momentum Retirement Annuity Fund (pdf)

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