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Posts From Financial Partners

Safe Hands for Troubled Times

Safe Hands for Troubled Times

🕔12:51, 11.Aug 2020

In a world where unprecedented events seem to be happening with regular occurrence, it is more important than ever to find stewards of capital with the talent, temperament and expertise to navigate through such uncertain times. This is no easy

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Spaghetti Western

Spaghetti Western

🕔11:25, 6.Aug 2020

Global Matters Weekly “Year 1862: amid the chaos of the American Civil War, the three gunslingers Blondie, Angel Eyes and Tuco (a.k.a. the Good, the Bad and the Ugly1 ) are competing to put their hands on a buried cache

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How flow can you go?

How flow can you go?

🕔09:33, 30.Jul 2020

After a bumper few months for equity markets, a recent report1 from Calastone, the global funds network, showed June was one of the worst months on record for outflows from UK equity funds. That follows positive UK market performance for

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2020 – a rollercoaster ride

2020 – a rollercoaster ride

🕔09:28, 22.Jul 2020

How to sum up 2020 so far? A rollercoaster is probably the best way to describe it; both from an emotional perspective but also in terms of what the markets have been up to. Over the first quarter, market participants

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Socially (Un) Acceptable

Socially (Un) Acceptable

🕔15:04, 14.Jul 2020

Global Matters Weekly  You tend not to hear too much from the city of Leicester here in the UK but it has played host to a number of historical events over the years and I’m proud to say I lived

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Lessons from Japan

Lessons from Japan

🕔14:32, 8.Jul 2020

Global Matters Weekly  The summer solstice, or ‘longest day of the year’, took place in the northern hemisphere just over two weeks ago, putting those of us that live here on a path of gradually shortening …

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The Great Disconnect?

The Great Disconnect?

🕔11:26, 26.Jun 2020

There are few certainties in markets and economies and with most countries globally facing what could be the worst economic collapse in the post-war era, it is surprising to see markets and most risk assets continue their remarkable rebound. The

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Looking forward

Looking forward

🕔09:34, 18.Jun 2020

For those of you that don’t know, this Friday is the midpoint of summer and as I have a Swedish partner this means there will be a celebration. Midsummer, or Midsommar in Swedish, is an annual celebration in Sweden which

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The SpaceX Factor

The SpaceX Factor

🕔09:13, 3.Jun 2020

Against a rapidly changing investment landscape, and with bond yields at ever lower levels, it would be unwise to rely solely on observed historical data to inform expectations about future cross asset class returns. We believe that robust scenario testing

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Steering clear of losses

Steering clear of losses

🕔12:13, 19.May 2020

Global Matters Weekly Financial losses come in many shapes and forms and investors rightly spend a considerable amount of time worrying about them but managing loss aversion poorly can make the longterm outcome even worse. It is important to pick

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Size Matters

Size Matters

🕔12:11, 12.May 2020

Global Matters Weekly There’s no two ways about it: size matters. We live in a society that admires big – The Angel of the North, the Great Wall – yet we also revere the precision of small – the microprocessor,

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04 May 2020 Risks and opportunities in fixed income?

04 May 2020 Risks and opportunities in fixed income?

🕔13:19, 5.May 2020

Global Matters Weekly  Bonds, issued by both governments and corporates, will always have a significant role to play in multi-asset portfolios due to their inherent stability and reliable cash flows, which provide much needed balance for other riskier positions. However,

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COVID-catalysed structural changes in global real estate?

COVID-catalysed structural changes in global real estate?

🕔13:41, 29.Apr 2020

As a landlord and investor in real estate, I am closely watching how the world adapts to the global lock down. In our case at Momentum Global Investment Management, the transition from office to homebound working has been seamless. I

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Global Matters Weekly

Global Matters Weekly

🕔12:51, 23.Apr 2020

A lot has changed and at the same time many aspects of our lives and work go on much as before. We met last week for our regular round of asset allocation meetings just like we always do, only this

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Some things never change

Some things never change

🕔17:06, 8.Apr 2020

In many ways, life has changed so much in recent weeks. Our usual routines suddenly seem distant memories. In other ways though, some practices haven’t changed at all. The ongoing management of our portfolios and two key components which underpin

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China’s recovery

China’s recovery

🕔10:40, 6.Apr 2020

Global Matters Weekly 30 March 2020 We are living in unprecedented times, with much of the world under lockdown due to COVID-19. There are a multitude of potential outcomes resulting from the increasingly extreme global measures being taken to prevent

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Curve watching

Curve watching

🕔12:08, 23.Aug 2019

I had planned to write about dark pools and their potential benefits for active managers in this week’s blog but some things require urgent comment and the inversion of the ‘2s10s’ point of the US yield curve is one of

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Let’s talk about risk

Let’s talk about risk

🕔11:40, 8.Aug 2019

Weekly Digest Risk is part of everyday life. It exists in various forms and as a result we are constantly making decisions by assessing the risks involved. We effectively act as our own risk manager whether we realise it or

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Value investing – dead or alive?

Value investing – dead or alive?

🕔11:02, 13.Jun 2019

Weekly Digest Value investing has taken a back seat in recent times, particularly in the US where the divergence in performance between low and high growth stocks has been significant. After a decade of mediocre performance, investors are increasingly losing

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No shortcuts

No shortcuts

🕔11:03, 5.Jun 2019

Weekly Digest Hiring managers looking to bring someone into their business or team would naturally include an interview stage for promising candidates, which may consist of several rounds of face to face questioning and assessment. Why should the process of

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When Doves Cry

When Doves Cry

🕔10:02, 27.Mar 2019

Weekly digest There an is old proverb that ‘one swallow does not make a summer’, so what should one read into the dole of doves that flew over Washington last week? Without wanting to lean too heavily towards the US

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Viewpoint

Viewpoint

🕔10:02, 20.Mar 2019

The Federal Reserve inspired recovery in equity markets following the Q4 2018 sell-off, continued through February, albeit on a more mixed and less dramatic basis than January. European equities led the way with a return of 4.1% in euro terms,

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Beta testing

Beta testing

🕔10:02, 20.Mar 2019

Weekly Digest Last week I listened to a prominent psychologist talk about how people perform everyday tasks. Contrary to popular belief, there are very few things people can do automatically without devoting some thought to them; try reading a book

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What is your SAA?

What is your SAA?

🕔09:00, 13.Mar 2019

Weekly Digest Whenever you do any kind of planning, there are some decisions that are more important than others. Planning for holidays, for example; selecting the destination and the time of travel might be the key drivers that will determine

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Time in the market

Time in the market

🕔10:52, 27.Feb 2019

Weekly Digest Amidst the recent political and market uncertainty it is all too easy to lose sight of the importance of investing for your long term financial wellness. Sophisticated investors are well versed with the “time in the market not

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Time in the market

Time in the market

🕔10:52, 27.Feb 2019

Weekly Digest Amidst the recent political and market uncertainty it is all too easy to lose sight of the importance of investing for your long term financial wellness. Sophisticated investors are well versed with the “time in the market not

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Time in the market

Time in the market

🕔10:52, 27.Feb 2019

Weekly Digest Amidst the recent political and market uncertainty it is all too easy to lose sight of the importance of investing for your long term financial wellness. Sophisticated investors are well versed with the “time in the market not

Read Full Article
Market Commentary

Market Commentary

🕔09:51, 25.Feb 2019

Viewpoint What a difference a month makes. Following the despair of December, markets made one of their best ever starts to a new year, with virtually all asset classes and markets rising, some very sharply. Many equity markets managed to

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Off-piste

Off-piste

🕔10:55, 21.Feb 2019

Weekly Digest Ljubljana, Slovenia had the dubious honour of being the destination for a weekend ski trip for me and a handful of Momentum colleagues. It had been 10 years since I last skied and as I stood at the

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Investing for Income

Investing for Income

🕔10:30, 8.Feb 2019

Weekly Digest Last month we launched a new multi-asset income sub-fund within the Momentum Harmony Portfolios, our Luxembourg UCITS fund range. We’ve seen strong demand for this strategy which reflects the low interest rate environment but also a general lack

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As Good as Gold?

As Good as Gold?

🕔10:41, 30.Jan 2019

The fourth quarter of 2018 proved a torrid time for global markets. Softening data and earnings guidance suggested a global slowdown. Combined with tightening global monetary conditions, US-China trade tensions and European political uncertainty, a backdrop emerged that weighed negatively

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Passive: Less aggressive?

Passive: Less aggressive?

🕔10:06, 23.Jan 2019

Weekly Digest Warren Buffett described Jack Bogle, the founder of Vanguard who died last week, as the man who had the largest impact on investors’ wealth yet charged nothing for it. Bogle’s vision was simple: by definition, the average active

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Go your own way

Go your own way

🕔10:05, 18.Jan 2019

Weekly Digest 14 January 2019 CFA Countries are falling out of love with each other just as Stevie Nicks and Lindsey Buckingham did before writing the track from which this week’s blog takes its title. President Trump’s wall at the

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Market Commentary

Market Commentary

🕔10:06, 17.Jan 2019

With broadening evidence of a global slowdown and both the Federal Reserve and European Central Bank continuing to tighten policy, investors took fright in December, resulting in steep falls across nearly all equity markets and a rush into safe haven

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Market Commentary

Market Commentary

🕔10:06, 17.Jan 2019

With broadening evidence of a global slowdown and both the Federal Reserve and European Central Bank continuing to tighten policy, investors took fright in December, resulting in steep falls across nearly all equity markets and a rush into safe haven

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The return of the Goldilocks?

The return of the Goldilocks?

🕔10:20, 20.Dec 2018

At the start of the year, I wrote the blog “Goldilocks! What’s next?” reflecting on a great 2017 period in markets, described by many as ‘The Goldilocks’; not too hot and not too cold. All major economies were growing at

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Bigger than the Roman Empire

Bigger than the Roman Empire

🕔11:36, 13.Dec 2018

Weekly Digest It is common belief that bigger is better, but at Momentum we do not always endorse that. One of our functions is to choose which managers to trust our clients’ capital with: manager selection is not a scientific

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Making an impact

Making an impact

🕔09:15, 29.Nov 2018

Weekly Digest It goes without saying that we make investments for the sole benefit of our clients, but what if our investing activities can make a wider positive impact too? I was in Ghana two weeks ago for the official

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A well-oiled machine

A well-oiled machine

🕔10:31, 21.Nov 2018

Weekly digest Amidst all the Brexit-related headlines and discussions of trade wars, a steep decline in the oil price has gone by relatively unnoticed. Brent crude, the international benchmark, peaked at 86 dollars a barrel in October and since then

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The tide is high

The tide is high

🕔10:40, 2.Nov 2018

Weekly Digest Uber, the popular US ride-hailing company, is best known for its cheap, reliable and fast service, and not for the leveraged balance sheet it has built up over its lifetime. Uber’s earnings remain in negative territory and it

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Market Commentary

Market Commentary

🕔10:04, 1.Nov 2018

Viewpoint After the sharp falls in emerging market currencies and markets in the previous month, a degree of stability returned in September. With the US equity market up 0.5% and indexes reaching new all-time highs, investors might be forgiven for

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Market Commentary

Market Commentary

🕔10:04, 1.Nov 2018

Viewpoint After the sharp falls in emerging market currencies and markets in the previous month, a degree of stability returned in September. With the US equity market up 0.5% and indexes reaching new all-time highs, investors might be forgiven for

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Think Tank 2018: plus ça change, plus c’est la même chose

Think Tank 2018: plus ça change, plus c’est la même chose

🕔11:22, 11.Oct 2018

Weekly Digest Just over a week ago the curtain came down on our seventeenth Think Tank event in London. We were delighted to be joined by a hundred or so delegates, speakers and colleagues representing six of the world’s seven

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What EM crisis?

What EM crisis?

🕔11:10, 3.Oct 2018

Weekly Digest The poor performance of Emerging Markets has featured prominently in the press in recent months, but our experience in the real economies of some Emerging Markets is somewhat different. Within our African real estate team, we invest and

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Market Commentary

Market Commentary

🕔11:10, 28.Sep 2018

Viewpoint Perhaps August will go down as the month when the vulnerabilities to a US monetary tightening cycle and trade wars became abundantly clear. Although emerging markets have been under pressure since the peak in late January there was a

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Market Commentary

Market Commentary

🕔11:10, 28.Sep 2018

Viewpoint Perhaps August will go down as the month when the vulnerabilities to a US monetary tightening cycle and trade wars became abundantly clear. Although emerging markets have been under pressure since the peak in late January there was a

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Rhyme without reason?

Rhyme without reason?

🕔11:28, 13.Sep 2018

Weekly Digest 10 September 2018 Twenty years ago almost to the day I stepped into JP Morgan’s St James’s office to start the job that spawned my investment career. In a poetic turn September 1998 also happens to be the

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Interrogating the backtest

Interrogating the backtest

🕔11:08, 11.Sep 2018

Weekly Digest Factor investing has gained a lot of prominence in recent years and product providers have been quick to capitalise on this new area of growth, launching a huge number of new funds and strategies. We don’t spend time

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Taking the temperature of the global economy

Taking the temperature of the global economy

🕔12:04, 30.Aug 2018

Weekly Digest Currently the difference between two and ten-year US Treasury bond yields is at its lowest level since 2007, raising fears of an imminent recession. Our base case scenario remains one in which we continue to see a slow,

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Dodgeball

Dodgeball

🕔12:04, 30.Aug 2018

Weekly Digest When I meet our investors and potential investors I often make the point that one of the facets of our approach that I am most proud of is our track record of keeping investors out of mischief. There

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