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latest global matters viewpoint

A quarter that began with Trump's Liberation Day tariffs and a historic two-day Wall Street plunge ended with the S&P 500 and Nasdaq at record highs

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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 - 14 July 2025

Underperformance of UK Investment Trusts vs. equities - Richard Parfect

Over the past three years, UK investment trusts have notably underperformed the FTSE 250 index (excluding investment trusts), largely due to the mis-application of expenses. Critics argue rising bond yields played a role; whilst they are not wrong, we contend a central issue is the way internal expenses were incorrectly presented as additional charges.

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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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