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Market and
investment insights

Find the latest news, updates and research from the world of investments to keep you informed of markets and economic developments.

INVESTMENT INSIGHTS

News & updates

Stay in the know with our up-to-date news and market commentaries.

Blue chip Journal

How to get the year off to a good start.




February 2024

MoneyMarketing

How a DFM can help build a successful financial advisory firm.




February 2024

Citywire

Equilibrium launches top-performing US dollar model portfolios.




January 2024

Blue Chip Journal

The investment opportunity set available offshore is vast. So how do advisers decide which fund managers and asset classes to choose?


November 2023

Blue chip Journal

Coming to the end of your working career requires a step up in terms of financial planning.



November 2023

EBnet

Understanding the impact of inflation on investments.




September 2023

Cover
magazine

Strategies for financial advisers and how a DFM can help.




September 2023

Blue Chip Journal

For some reason, many people still believe that they are better at running their own investment portfolios than a portfolio manager is.


August 2023

Blue chip Journal

There are three factors that investors and their financial advisers need to consider when picking the most suitable investment for their needs.


August 2023

Cover
magazine

Using the right partners when it comes to investing gives you peace of mind in knowing that your clients’ investment objectives are secure.


July 2023

MoneyMarketing

An alternative view on saving from Bennie Crous, Senior Portfolio Manager
at Equilibrium.



July 2023

Cover
magazine

How DFMs assist advisers in getting better outcomes for clients.




June 2023

Blue Chip Journal

A growing number of financial advisers are starting to use DFMs to help them manage their clients’ funds in the complex world of fund management.


May 2023

Blue Chip Journal

It is understandable that South Africans are disheartened about the future viability of Eskom. But there is light at the end of the tunnel.


May 2023

Blue Chip Journal

Saving is fundamental to achieve a foundation for financial stability and freedom, writes Florbela Yates, head of Equilibrium.


May 2023

Blue Chip Journal

Should financial advisers use a DFM? An discussion on DFMs and how advisers can best utilise their services.



May 2023

MoneyMarketing



Why partnering with a DFM makes sense. Florbela Yates, head of Equilibrium, writes about the reasons.



May 2023

Blue Chip Journal

Johnny Clegg’s song “Cruel, Crazy, Beautiful World” depicts how she felt about investment markets in 2022, writes Florbela Yates, head of Equilibrium.


February 2023

Blue Chip Journal

At the start of every year, many clients want to know where they should invest. Bennie Crous, Senior Portfolio Manager, Equilibrium, takes a look at the markets for 2023.

February 2023

Blue Chip Journal

What does the future of investing look like? Jeanette Marais, CEO of Momentum Investments, takes a look.



February 2023

MoneyMarketing



Does your investment manager understand your investments goals? Florbela Yates, head of Equilibrium, writes about the considerations.


January 2023

Blue Chip Journal

When starting on an investment journey, investors should follow the same steps as any other navigator or explorer, writes Florbela Yates, head of Equilibrium.


January 2023

MoneyMarketing

How a DFM can help build a successful financial advisory firm.



February 2024

Blue Chip Journal

What do you need to consider when choosing a Discretionary Fund Manager (and platform)? Florbela Yates, head of Equilibrium, writes about the considerations.

October 2022

Blue Chip Journal

The biggest financial decision that many people face when they retire is how best to use their retirement savings to provide them with a sustainable income in retirement.

October 2022

Blue Chip Journal

The South African investment industry is a dynamic and world-class industry that we as South Africans can rightly be proud of.


October 2022

Blue Chip Journal

Momentum Investments set out to study the extent of the disposition effect in a South African context earlier in 2022. This bias refers to the general inclination to sell off winning assets too hastily and hold onto losing ones for too long.


August 2022

Blue Chip Journal

Momentum Investments has recently introduced enhancements that can help clients to maximise their chances of receiving a reasonable income stream, for as long as they live. Blue Chip unpacks these developments with Martin Riekert and Fareeya Adam.

August 2022

Blue Chip Journal

Smart beta investing is not as complex as it may sound. At its core, it is an investment approach that combines passive and active investing.




August 2022

Blue Chip Journal

The balance in the workplace, the balance in the family and the balance between the two.



August 2022

Blue Chip Journal

The power of balance: Blue Chip speaks to Florbela Yates, Head of Equilibrium, about the evolution of the discretionary fund manager.


August 2022

Blue Chip Journal

Blue Chip sat down with Florbela Yates, Head of Equilibrium, to understand the true value proposition that discretionary fund managers offer financial advisers.


August 2022

Asset TV



Florbela Yates, Head of Equilibrium, discusses the rebrand to Equilibrium, if DFMs are here to stay, and strategic asset allocation over the next 10 years.



June 2022

Moneyweb



There is a worldwide trend towards discretionary fund managers (DFMs), and South Africa is no different.




June 2022

Blue Chip Journal

We believe that as an independent discretionary fund manager (DFM), rebranding to Equilibrium represents what we stand for as a business.



June 2022

Blue Chip Journal

Navigating investment markets is like navigating the ski slopes, writes Florbela Yates, head of Momentum Investment Consulting.


May 2022

Blue Chip Journal

In 2022, forget about resolutions, but focus on goals. Florbela Yates, Head of Momentum Investment Consulting, shares her goals and that of MIC.


February 2022

Blue Chip Journal

Florbela Yates, Head of Momentum Investment Consulting, writes about the balance between being an avoider and an assertive in her monthly column.


4 August 2021

Blue Chip Journal

Florbela Yates, Head of Momentum Investment Consulting, looks into the reasons why many financial advisers partner with a Discretionary Fund Manager.

July 2021

Blue Chip Journal

Head of Momentum Investment Consulting, Florbela Yates, writes that you should make any investment with the end goal in mind.


May 2021

Cover
magazine

Pg 42: “We continue to see the value of sticking to a solid investment philosophy, despite short-term volatility in the market.” Florbela Yates - head of Momentum Investment Consulting

January 2021

Blue Chip Journal

Pg 18: Head of Momentum Investment Consulting, Florbela Yates, writes about the role of offshore investing for the South African investor.


January 2021

Blue Chip Journal

Pg 23: Florbela Yates gives insights on how to navigate volatile markets and points to consider when living in a pandemic.


October 2020

Blue Chip Journal

Pg 12: How do you keep a long-term view through short-term volatility? Our head of Momentum Investment Consulting shares her view.

July 2020

January
2024

The MPC remains concerned about inflation risks leaning towards the upside, given the impact of domestic logistical constraints and international geopolitical issues.


December
2023

The year ended on a positive note as markets yielded encouraging returns. Investor optimism, coupled with a consensus-beating November headline inflation, led local markets to a positive end to the year.

November
2023

November provided a proverbial lifebuoy to investors, as they found respite with strong performances from both local and global equity markets.



October
2023

October brought the third consecutive month of declines for both local and global equity markets perpetuated by negative investor sentiment in the Middle East.


September
2023

September provided little reprieve from August’s woes, as both local and global markets fell for the second consecutive month.

August
2023

Amid the tough global backdrop, the US dollar reinforced its ‘safe haven’ status, strengthening against most other major currencies.

July
2023

July proved to be a breath of fresh air for investors, as all major global equity markets delivered positive returns.


June
2023

Risk appetite turned positive again in June as markets reacted well to the pause in interest rate hikes by the US Fed, helping global and local asset classes.

May
2023

May was an eventful month with the SARB rate hike of 0.50%, which led to an astonishing rand blow-out and the currency reaching unprecedented lows.

April
2023

Volatility seems to be a dominant theme in global markets in 2023 as April experienced the same ups and downs as previous months this year.

March
2023

March was riddled with volatility amidst the mini-banking crisis. Despite this, global markets ended the month up, with local markets not so lucky.

February
2023

State of the Nation and the National Budget Review was perceived as broadly positive but did little to boost confidence, given the long-standing deficiencies plaguing the country.

January
2023

January proved to be a great start to 2023 as the South African (SA) market followed global markets higher, buoyed by the staggering optimism toward China’s growth prospects.

December
2022

All eyes were on Parliament and the ANC’s 55th National Elective Conference to see whether President Cyril Ramaphosa would secure a second term.

November
2022

A slight relaxation in COVID-19 restrictions in China also buoyed sentiment as investors look eagerly toward the end of its zero-COVID-19 stance.

October
2022

Although investor sentiment remains muted in light of continued fears of a global recession, negative sentiment dissipated to some extent.

September
2022

After local and global markets endured a gruelling August, September proved to be the proverbial salt in the wound.


August
2022

The solid rebound in global markets during July proved to be short lived, with most asset classes ending August deep in the red.

July
2022

Investors received slight reprieve in July following a rebound in both local and global asset classes driven by a shift in inflation fears in the US economy.

June
2022

June proved to be one of the worst months for markets since March 2020, both globally and locally. The Fed was forced to hike rates by 0.75% in June, the largest rate hike since 1994.

May
2022

After a tough April, markets fared much better in May with the major equity indices, both globally and locally, relatively flat for the month.

April
2022

SA equities followed global market trends, performing in line with their emerging market counterparts, but continue to do better than the developed market aggregate.

March
2022

Central banks globally are becoming increasingly hawkish with 23 central banks hiking rates in March, including the US Federal Reserve and the South African Reserve Bank

February
2022

On a positive note, it was noted in the national budget speech that tax collections were higher due to earnings surprises from the mining sector.

January
2022

Following the strong gains in 2021, market participants were brought back down to earth in January.


December
2021

The JSE ended the year strongly as concerns around the Omicron COVID-19 variant receded and global risk assets rallied into year-end.

October
2021

Following a tumultuous September, global markets veered back on course in October, driven higher by promising corporate earnings across most major developed markets.

September
2021

After seven consecutive months of positive returns, global equity markets bucked the trend in September as most major markets fell sharply.

August
2021

Upside earnings surprises, resulting in global equity markets posting their seventh consecutive positive monthly return.

July
2021

The global economic recovery waned as the rapidly spreading COVID-19 Delta variant raised fears of a bumpier path to normality.

June
2021

The global economic recovery continued into June with vaccination rates accelerating strongly across the developed world.

Quarterly bulletin

We cover the latest developments in the investment landscape to help you answer clients' tough questions about the future of their portfolios.


February 2024

Quarterly bulletin

We cover the latest developments in the investment landscape to help you answer clients' tough questions about the future of their portfolios.


November 2023

Quarterly bulletin

We cover the latest developments in the investment landscape to help you answer clients' tough questions about the future of their portfolios.


August 2023

Want to know more?

Contact us for enquiries, interviews, events and appearances from any
one of our expert team members.

Asset TV

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Watch our latest videos with Florbela Yates on Asset TV.

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