Featured Speaker at PI Africa 2025
Q: As we look ahead to PI Africa 2025, what notable investment trends or strategies do you plan to discuss, and how do you see the outlook unfolding?
Mike Adsetts: In an environment fraught with risk and ever-present surprises, it is absolutely essential to maintain a well-diversified investment strategy. At Momentum Investments, we believe that spanning a broad range of investment opportunities—while paying close attention to liquidity and costs—is crucial for resilience. One way to achieve this is by deconstructing portfolios into “alpha” and “beta” exposures. By controlling overall costs and allocating less to beta strategies (like index tracking and factor investing), investors can free up resources to pursue high-conviction alpha strategies (such as active management or unlisted opportunities). We find that this complementary blend strengthens portfolio outcomes over the long term.
Q: What key lessons has Momentum Investments learned about capitalizing on short-term market volatility to achieve medium- to long-term resilience?
Mike Adsetts: The future is never guaranteed, so robust risk management is at the heart of everything we do. Diversification remains paramount—guarding against accidentally concentrating too much exposure to the same underlying drivers of performance. It all starts with the fundamentals: having the right strategic asset mix and then allowing room for tactical adjustments, guided by valuations, macroeconomic insights, and evolving performance trends. Over time, this measured approach helps us navigate short-term volatility while staying on track for long-term objectives.
Join us at PI Africa 2025 to hear more from Mike Adsetts and other thought leaders on the forefront of investment innovation, risk management, and strategic asset allocation. Stay ahead of market shifts, discover new opportunities, and sharpen your competitive edge—only at PI Africa 2025, brought to you by AME Events.
