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Leading Insights

Leading Insights in investment management

Our Leading Insights brand is a resource for our thought leadership articles and presentations, news, announcements, events and more.

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Insights

News, reviews, market insights, portfolio ideas and thought leadership.

Insights

News, reviews, market insights, portfolio ideas and thought leadership.

Momentum Metropolitan acquires RMI Investment Managers

In a transaction signed on 11 September, Momentum Metropolitan entered into a sale agreement with OUTsurance Group (previously Rand ...

In another tough year for markets, boutiques continue to shine

After the tumultuous pandemic years of 2020 and 2021, we all entered this year with hopes of a respite. However, 2022 has proven to ...

Portfolio Performance and Future Outlook

An overview of our portfolio's performance for the past financial year and our future outlook for 2022.

Affiliate Highlights 2021

21 Day Kindness Challenge

A Year Like No Other: 2020 A Year in Review

This year will always be associated with a devastating global pandemic, and the extreme market volatility it caused. Yet, 2020 is also a year that tau...

Identifying, Partnering and Growing

Tuning in to the beat of her inner drum

Culture: a key determinant of good client outcomes

Slow and steady wins the race. —The Tortoise, The Tortoise and the Hare

How much do you think about your equity fund’s benchmark?

Every unit trust in South Africa is placed in a category based on where it invests and what types of assets it can hold. This makes ...

2019 Infographic

2019: An Industry Review

The year 2019 provided investors with some respite after what was an especially trying 2018. South African equities returned 10.5% over the year to en...

ESG investing: A self-fulfilling prophecy?

ESG investing: A self-fulfilling prophecy?

Championing the gender agenda

At RMI Investment Managers (RMI IM), we are passionate about playing a meaningful part in cultivating a savings culture in South Africa and transformi...

The Evolution of Granate: 2020 and Beyond

Identifying, partnering and growing world-class asset managers

How many women are managing your money?

When considering the demographic factors such as gender and age in financial services and financial products, we almost always consider these descript...

A journey of Discovery: From humble beginnings to 100 million healthier lives

Discovery’s pioneering approach to insurance has had a profound impact on the financial service...

Partnership formalised with Perpetua Investment Managers

RMI Investment Managers (“RMI IM”), a subsidiary of JSE-listed Rand Merchant Investment Holdings Limited, is pleased to announce tha...

Culture matters and that’s the bottom line

At RMI’s November Leading Insights seminar, Willem Roos shared his views on some of the aspects that he believes make up a sound and enduring corporat...

Trying times: 2018 industry review

2018 is likely to go down in the history books as yet another tough year for investors, especially in South Africa. The year got off to a shaky start ...

Insights into Investment Boutiques

Pension Fund Act Amendments – The “Uber” moment for financial service advisors?

To build an accomplished asset manager, being good at managing money is not enough. You also ne...

The Next Frontier: a #NewFundOrder

RMI Investment Managers recently hosted Jon Beckett, author of the book #NewFundOrder and director at the Association of Professional Fund Investors a...

What matters most when allocating to boutique managers?

The investment management industry has witnessed major change over the last few decades with the advent of the boutique investment m...

A New Fund Order

The Best of Both Worlds

To build an accomplished asset manager, being good at managing money is not enough. You also need to run a good business.

Finding the Yin and the Yang

“We know that alpha generation doesn’t come in a straight line,” says Alida de Swardt, RMI Investment Managers’ new CEO. “If it was only a science, it...

SharingAlpha: An interview with Oren Kaplan

Q: What “status-quo” does SharingAlpha question or overturn?

The Crypto Gold Rush

RMI Investment Managers recently hosted a panel of leading cryptocurrency experts, Ran Neu Ner, ex-CEO/founder of The Creative Counsel and host of CNB...

AI Looms Over the City: Godzilla Approaches

‘If you listen carefully you can hear distant footsteps approach’ I whispered to the students during a recent guest lecture at my University.

A new brand for RMI

Post-retirement, the next frontier

Sharing Alpha

UK Discretionary Landscape

Radical transformation and disruption in retail investments

The $100 trillion market failure

Investment Outsourcing: Lessons from the UK

The Global Market Consensus

The Birth of a New Brand

Making Strides in 2016

The Trump Risk Factor

SA’s Boutique Asset Manager Landscape

Understanding Boutique Investment Management Firms