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EVENTS AND WEBINARS
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MORE INFORMATION
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EVENTS AND WEBINARS

Moments with our
investment gurus


Momentum Investments-branded banner for the webinar ‘moments with our investment gurus’

Our investment management professionals discuss the latest market events and give insight into some of our investment capabilities at our regular virtual investment team sessions. Members of our investment team show how they manage their portfolios in this highly dynamic environment.

2024

May
Moments with our investment gurus (YouTube)
Political scenarios and economic consequences - Sanisha Packirisamy (pdf)
Fixed income in a time of election uncertainty - Ian Scott (pdf)
How factors behave during periods of uncertainty - Loftie Botha (pdf)


2023

November
Moments with our investment gurus (YouTube)
Taming the inflation genie - Sanisha Packirisamy (pdf)
Cash is king, the opportunity of the moment - Zisanda Gila (pdf)
Flexible income and the future opportunity set - Ian Scott (pdf)
Equities on the hiking path - Stanley Bisho (pdf)

August
Moments with our investment gurus (YouTube)
Has the low-hanging fruit rotted in SA? - Sanisha Packirisamy (pdf)
The importance of the two Rs for portfolio positioning: (US) Recession and Rates - Herman van Papendorp (pdf)
Finding value in the credit market landscape - Karabo Seima (pdf)
When factors converge - Loftie Botha (pdf)

March
Moments with our investment gurus (YouTube)
Sanisha Packirisamy - Building back differently after a big reset (pdf)
Keagan Dodo - Fixed income, still a great opportunity (pdf)
Stanley Bisho - Smart beta unpacked (pdf)


2022

November
A world with more fragility - Sanisha Packirisamy, Economist (pdf)

March
Sonja Saunderson, chief investment officer, introduces the our investment gurus (Youtube)
Economist Sanisha Packirisamy talks about from rescue to recovery (Youtube)
Economist Sanisha Packirisamy talks about from rescue to recovery (pdf)
Investment guru Herman Van Papendorp discusses what to expect from asset classes in 2022 (Youtube)
What to expect from asset classes this year - Herman van Papendorp (pdf)
Investment guru Wayne Dennehy's update on smart beta funds (Youtube)
An update on smart beta funds - Wayne Dennehy (pdf)
Investment guru Ian Scott discusses fixed income (Youtube)
An update on fixed income funds - Ian Scott (pdf)
Investment guru Pelo Manyeneng talks about listed property in 2022 (Youtube)
An update on listed property - Pelo Manyeneng (pdf)
Investment guru Kamini Naidoo gives an update on alternative investments (Youtube)
An update on alternative investments - Kamini Naidoo (pdf)
Paul Nixon, head of Behavioural Finance, asks if the switch itch is intensifying (Youtube)
Investment guru Theo Terblanche on what to expect from Momentum Investments (Youtube)


2021

December

Moments with our investment gurus (full video) (YouTube)
Fixed income news (YouTube)
Fixed income news (pdf)
Property update (YouTube)
Property update (pdf)
Latest on smart beta (YouTube)
Latest on smart beta (pdf)
Spotlight on alternative investments (YouTube)
Spotlight on alternative investments (pdf)

July

Moments with our investment gurus (YouTube)
Macro Overview - Herman van Papendorp (pdf)
Fixed income update - Thamage Lesito (pdf)
SA listed property update - Lawrence Koikoi (pdf)
An update on the SA equity market - Wayne Dennehy (pdf)
Investing now for a better future - Motlatsi Mutlanyane (pdf)

March

Moments with our investment gurus (YouTube)
Setting the scene for the year ahead – a local perspective (pdf)
Setting the scene for the year ahead – a global perspective (pdf)
Panel discussion - Andrew Hardy (pdf)
Panel discussion - Ian Scott (pdf)
Panel discussion - Lawrence Koikoi (pdf)
Panel discussion - Motlatsi Mutlanyane (pdf)


2020

October
Moments with our investment gurus (YouTube)
How sustainable is the post-COVID-19 economic rebound? (pdf)
Private equity – closer to the real economy (pdf)
An update on the SA equity market for 2020 (pdf)
Credit Markets: A new form of mining? (pdf)

July
Moments with our investment gurus (YouTube)
Global equities or bonds? Hobson's choice (pdf)
Momentum smart beta funds (pdf)

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