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Jun 26, 20221 min read
Our view on the Emerging Asset Manager universe
The Top 10 Largest asset managers in South Africa by AUM make up approximately 80% of the industry (as an indicator, Investec manage...
Jun 26, 20224 min read
Why's everyone talking about Italy (again)?
What’s special about Italy? How Covid-19 could impact Italy’s position in the Eurozone. It’s the third largest member state of the EU and...
Jun 26, 20222 min read
SARB slices off another 50 Basis Points from the Repo Rate
Commentary from the Momentum Macro Research team following the interest rate cut. Please see below the highlights and click on the icon...
Jun 26, 20223 min read
Nedgroup Investments releases 2019 Responsible Investing Research Report
Tracey Davies, Executive Director of Just Share NPC says in the foreword to the report: "This review identifies two key gaps in the South...
Jun 26, 20223 min read
Buy and hold, or actively manage as times change?
As a young man, I fell in love with the Alfa GT Junior sportscar. To me, there was no car more beautiful. It didn’t matter to me that...
Jun 26, 20221 min read
Banks to cut dividends but look ‘extremely attractive’ on 5 year view
South Africa’s banking stocks are at risk of cutting dividends but remain an attractive investment proposition on a five year view. This...
Jun 26, 20224 min read
The COVID-19 Crisis: There is light at the end of the Economic Tunnel
GLOBAL ECONOMY The unprecedented stoppage in global activity amid the lockdowns due to COVID-19, could lead to the weakest growth ever. I...
Jun 26, 20223 min read
The benefits of using passive investments in your portfolio
Active and passive investing are simply different methods of gaining access to financial markets, and there are benefits and drawbacks to...