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latest global matters viewpoint

The benign markets of July continued into August, with financial conditions remaining accommodating, reflected in historically tight credit spreads and low levels of volatility.

5 min - read more

Momentum Real Assets Growth & Income (RAGI) Fund Case Studies.Pdf (1)

Real Assets Growth & Income Fund (RAGI)

The Momentum Real Assets Growth and Income Fund (RAGI) is designed to provide investors with a blend of income and capital appreciation by investing in a well researched and diversified range of tangible assets such as infrastructure, real estate, and private equity.

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Chart of the Week & Market Update - 15 September 2025

Index Imbalance

In this week's Chart of the Week, Fund Manager Tom Delic breaks down returns and valuations for developed and emerging market countries in Asia. While Asian equity markets look attractive to the US on a relative basis, there are signs of exuberance in certain areas.

5 min - read more

Responsible investing

Responsible investing is part of our core beliefs.
Sustainable and responsible investment practices
are a material factor underpinning investment
outcomes for our clients, and also therefore
our long-term success as a business.

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