Featured Read.
Economies at a glance – April 2026
Sanisha Packirisamy, Group Economist, and Tshiamo Masike, Economist; at Momentum Investments Read the full note here. ENDS
Latest Articles.
Market volatility amid geopolitical tensions: Stick to your goals and maintain a diversified portfolio
Daniel van Andel, head of Platform and Adviser Proposition at Allan Gray Recent geopolitical tensions in the Middle East have triggered sharp swings in global and local markets, with...
Fragility and resilience
Izak Odendaal, Investment Strategist at Old Mutual Wealth The announcement of a brittle two-week ceasefire between the US and Iran last week brought relief, but fresh uncertainty...
Draw me a picture… when may I take another savings withdrawal benefit and when may I not?
Leanne van Wyk, Head of Legal at Ensimini Administration Services (Pty) Ltd If a member has taken a savings withdrawal benefit and in the same tax year is now leaving the fund, what...
Fragile truce built on deep fault lines
Bianca Botes, Director at Citadel Global Forty days of American and Israeli strikes on Iran came to a conditional halt on the night of 7 April, when United States (US) President,...
An interesting end to Q1 2026… and what it really means for retirement funds
Masegomotso Ramalosa, Sygnia Umbrella Retirement Fund Consultant at Sygnia The retirement industry has had a busy first few months of 2026. Several significant changes landed almost...
Will AI replace financial advisers? Short answer: no
Stian de Witt, CFP®, Head of Financial Planning at NMG Benefits Only around nine percent of South African households consult with a financial adviser. At the same time, South Africans...
Rethinking legal and institutional frameworks to advance impact investing
Thandekile Mbatha, Associate at Webber Wentzel The 2026 Budget Speech delivered by Finance Minister Enoch Godongwana in February 2026 has in balance been referred to as a “good news”...
Retirement isn’t the sunset we imagine. It’s a life stage that demands real conversations
Qhawekazi Mdikane, Executive Head of Brand Marketing at Momentum The two days that changed how I think about financial advice When I recently helped my mother move into a...
Are you swimming in the right water?
Graeme Forster, portfolio manager at Orbis, the offshore partner of Allan Gray In his 2005 commencement address, “This Is Water”, David Foster Wallace tells a simple parable. An old...
Geopolitical shock and the long view
Charles de Kock, Senior Portfolio Manager at Coronation Fund Managers An extremely eventful quarter The outbreak of conflict in the Middle East overshadowed all other...
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