Welcome to Momentum

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

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.

Five percent club - by Gabby Byron

In this week’s Chart of the Week, Gabby Byron explores NATO’s new 5% defence spending pledge and the sharp rally in European defence stocks so far this year. With governments signalling greater commitment to defence spending and geopolitics in focus, the question now is whether the momentum can continue or if optimism has already peaked.