Momentum Investments

Understanding SA’s tax system: Who pays the bill? In our latest Economies at a Glance, our economics research desk - Sanisha Packirisamy?and?Tshiamo Masike - examines the structure of the SA tax system, including the breakdown of the three main categories of tax revenue: personal income tax, company income tax, and VAT. #investments #tax #economy

In this week's chart, Alexander Harvey looks at the performance of a basket of ‘Trump trades’. He shows this for the periods before and after he took office in late January. What's that expression... Buy the rumour, sell the fact? https://lnkd.in/eNUgapD3. Momentum Investments (not for retail)

In the latest edition of Mindfields, our research publication, we explore smart beta investing, a strategy that combines the best of active and passive investment. The second article, “Quality over chaos: Building resilient portfolios for the long haul”, by Stephen Nguyen explores Momentum Global Investment Management’s (MGIM) unique perspective on the quality factor in equity investing, focusing on the characteristics and long-term benefits of investing in high-quality companies. As you explore the insights shared in this publication, you’ll discover how seasoned professionals at Momentum Investments approach smart beta investing in South Africa. The articles capture the delicate balance of staying true to the principles of systematic investing while embracing the nuances of the local market. Whether you’re an institutional investor, financial adviser, or simply a curious learner, these insights aim to deepen your understanding of smart beta investing. We hope they inspire new ideas, foster critical discussions, and ultimately contribute to more informed investment decisions. To read the full publication, visit the Research Hive here: https://lnkd.in/dciTdABp #investments #smartbeta #factorinvesting #equities

Do you want to ensure your retirement money works for you? ? Reimagine your retirement. Ask your financial adviser how or visit Momentum Wealth for details. ? #investments #retirement

In the latest edition of Mindfields, our research publication, we explore?smart beta investing, a strategy that combines the best of the active and passive investment worlds. As you explore the insights shared in this publication, you’ll discover how seasoned professionals at Momentum Investments approach smart beta investing in South Africa, writes Eugene Botha, head of the Research Hive at Momentum Investments. Download the report (PDF) here: https://lnkd.in/dhisPv6b #investments #smartbeta #research

In the latest edition of Mindfields, our research publication, we explore smart beta investing, a strategy that combines the best of active and passive investment. The first article in Mindfields by Vongani Masongweni, “Redefining factor portfolios in SA and global equity markets: Their existence and relevance”, explores the evolution and application of factor investing in South Africa and global equity markets, focusing on key factors like momentum, value, and quality. It highlights Momentum Investments’ strategic approach to refining factor definitions to address local market challenges, including high sector concentration and liquidity constraints. As you explore the insights shared in this publication, you’ll discover how seasoned professionals at Momentum Investments approach smart beta investing in South Africa. The articles capture the delicate balance of staying true to the principles of systematic investing while embracing the nuances of the local market. Whether you’re an institutional investor, financial adviser, or simply a curious learner, these insights aim to deepen your understanding of smart beta investing. We hope they inspire new ideas, foster critical discussions, and ultimately contribute to more informed investment decisions. For the full publication, visit the Research Hive on our website here: https://lnkd.in/dciTdABp

We don’t just understand the many investment strategies available but, more importantly, how best to interweave them to complement and produce robust investment outcomes. For more, follow Momentum Multi-Manager or visit our website here: https://lnkd.in/ddxD_NUU

Help Your Clients Be More Tax-Savvy! Tax plays a crucial role in almost every financial decision your clients make. According to Fr?nzo Friedrich, Head of Marketing at Momentum Investments, taking a few strategic steps can help clients unlock valuable tax incentives—especially when planning for retirement. By making informed choices, they not only save on taxes but also improve their chances of reaching their investment goals. ? Guide your clients to make tax-smart decisions ? Leverage tax incentives for better retirement planning ? Enhance their financial future with strategic moves Read more here: https://lnkd.in/dsFmhnFu #MoneyMarketing #TaxPlanning #SmartInvesting #RetirementSavings #MomentumInvestments

Financial advisers can leverage technology to strengthen their individual client value propositions and accelerate their business growth. Like most businesses, today’s financial advisers need to create time, scalability, and client growth, writes Hymne Landman, CEO of wealth management at Momentum Wealth, in COVER Publications.? Technology can help overcome these challenges, first by creating time, second by creating scalability, and third by enabling a stronger client proposition.? #wealth #investments #fintech https://lnkd.in/d-AkGWQz

A document prepared?by our economics?research desk?on the latest figures for consumer price inflation. #investments #CPI #inflation #tax #VAT