Investments

10 Truths to steer your advice practice by in 2025

To prosper in 2025, South Africa (SA) will have to navigate global volatility and accelerate local reforms. Momentum Investments’ latest insights highlight 10 macro trends that will shape the year ahead, from Trump-era trade turbulence to the stability (or fragility) of the Government of National Unity (GNU).

Thinking through the cacophony

To say that the last week was wild would be an understatement. We are only 18 days into the second Trump administration, with 1442 days still ahead of us. The week started with US President Donald Trump imposing hefty 25% import tariffs on Canada and Mexico and 10% tariffs on China.

DeepSeek’s energy efficiency counterintuitively bolsters AI energy companies’ outlook

We’ve all read about DeepSeek and the remarkable competitive edge it presents to existing mega-cap AI companies. It's more efficient, costs less to operate, and has decent output.

Investors should position themselves for pleasant surprises