Global Matters Weekly - MOVErs and shakers

(il)Liquidity of property

In this weeks Global Matters Weekly, Jackson Franks discusses  il(liquidity) investors face within the property market.

READ MORE
Shutterstock 796394800 Flipped
Alex Harvey - 19 February

MOVErs and shakers

In this weeks Global Matters Weekly, Alex Harvey, CFA discusses interest rates, bond volatility and what's priced into US rates markets today.

READ MORE
Shutterstock 2251597527
Matt Connor - 12 February

China is on the move

In this weeks Global Matters Weekly, Matt Connor discusses the rise of Chinese EV manufacturers and their quest to overthrow Western carmakers.

READ MORE
Shutterstock 419990866 Plane Landing
Richard Parfect - 5 February

The fragility of trust

In this weeks Global Matters Weekly, Richard Parfect discusses how trust is hard won and easily lost and no organisation, no matter how large or old is immune from this risk. As investors we must acknowledge that companies are managed by people who are flawed and the management structure may not be strong enough to mitigate that.

READ MORE
Shutterstock 2281769449
Gregoire Sharma - 29 January

The Trump spectre looms large

In this weeks Global Matters Weekly, Gregoire Sharma, CFA discusses how a potential second Trump presidency might affect markets and the geopolitical landscape.

READ MORE
Shutterstock 62251663
Mark Wright - 22 January

Big isn't always beautiful

Following the resurgence of the Magnificent 7 last year, Mark Wright looks back over history to see whether investing in the biggest of the biggest stocks is likely to be a sensible investment strategy that will continue to deliver strong returns.

READ MORE
Shutterstock 794287426
Tom Delic - 15 January

A quandary from McQuarrie

In this week’s Global Matters Weekly, Tom Delic discusses a study by Edward McQuarrie, which sheds new light on the relationship between equities and bonds.

READ MORE
Shutterstock 1272625129 (1)
Jade Coysh - 8 January

New Year. New me. New you. New US?

In this week's Global Matters Weekly, Jade Coysh  discusses New Year predictions for US equities.

Read More
Annual Compendium 2023

Annual Compendium 2023

As we approach the year's end, we present our Annual Compendium of award-winning blogs from 2023. An accumulation of articles composed by our investment team, blending investment insights with topical nuances. 

 

Read More

 

11.12.2023 446 X 298 Website
Thomas Banks - 11 December 2023

Wall-E Street

In this weeks Global Matters Weekly, Thomas Banks looks at the role of Artificial Intelligence (AI) within the investment management industry, and how MGIM have integrated AI as a supporting function intended to complement our existing in our processes.

Read More
4.12.23 446X298 Website
Gabby Byron - 4 December 2023

Fleece Navidad - Falling out of fast fashion

In this weeks Global Matters Weekly, Gabby Byron discusses ethics of fast fashion and how investors and consumers have a significant role to play in bringing sustainable fashion brands to the fore.

Read more
Shutterstock 1081951784
Alex Harvey - 27 Nov 23

Siren Call

In this weeks Global Matters Weekly, Alexander Harvey discusses the lure of today's high cash rates, but will it serve up a tasty longer term return to investors?

Read more
20.11.2023 446 X 298 Website
Matt Connor - 20 Nov 2023

Stocking filler for your portfolio

In this weeks Global Matters Weekly, Matt Connor discusses where you should look to spread Christmas cheer in your investment portfolio in the lead up to the festive season.

Read more
13.11.2023 446 X 298 Website
Gregoire Sharma - 13 Nov 2023

Interest rate volatility: Transitory or here to stay?

In this week's Global Matters Weekly Gregoire Sharma discusses the many factors responsible for interest rate volatility. 

Read more
06.11.2023 446 X 298 Website
Richard Parfect - 6 Nov 2023

Use it or lose it

In this week's Global Matters Weekly Richard Parfect discusses regarding Investment Companies (ICs), or more commonly called Investment Trusts in relation to Alternative Investment Fund Managers Directive (AIFMD)

read more
Shutterstock 1628550088 Small
Glyn Owen - 30 Oct 2023

Treasury hunt

In this week's Global Matters Weekly Glyn Owen discusses the yield on the US 10-year Treasury bond last week crossing a milestone of 5%

Read more
23.10.2023 446 X 298 Website
Tom Delic - 23 Oct 2023

Base effects

In this week's Global Matters Weekly Tom Delic explains that Base rates are a useful tool for investors when making decisions that involve factors that can disrupt the balancing of risk and reward.

Read more
16.10.2023 446 X 298 Website
Mark Wright, CFA - 16 Oct 2023

Fly me to the Moon

In this week's edition of Global Matters Weekly, Mark Wright delves into an analysis of Moonpig Group Plc, exploring the potential prospects within the UK equity market.

Read more
Istock 680188152
Jade Coysh - 9 Oct 2023

Responsible investment: here for good

In this week's Global Matters Weekly Jade Coysh suggests that responsible investing is not just a passing trend but a long-term approach to investing, and that investors do not have to give up returns in order to invest responsibly.

read more
02.10.2023 446 X 298 Website
Stephen Nguyen, CFA - 2 October 2023

Risky Business

In this week's Global Matters Weekly Stephen Nguyen, CFA discusses the benefits of embracing risk as part of the investment process, rather than isolating it to one team.

Read more
25.09.2023 446 X 298 Website
Gabby Byron - 25 September 2023

A tail of two services

In this week's Global Matters Weekly Gabby Bryon discusses the benefits of boutique investment houses versus larger asset gatherers.  

Read more
18.09.2023 Website 446 X 298
Gary Moglione - 18 September 2023

The Investment Odyssey: Avoiding the Sirens of Behavioural Bias

In this week's Global Matters Weekly Gary Moglione draws parallels between the sirens of the ancient Greek epic poem 'The Odyssey' by Homer and the behavioural biases of the investment world.

Read more
11.09.2023 Website 600 X 380
Richard Stutley, CFA - 11 September 2023

Macro Matters

In this week's Global Matters Weekly Richard Stutley, CFA takes a look at the bigger picture, discussing macro events and conditions and how this is considered within the Momentum investment process.

Read more
04.09.2023 600 X 380
Lorenzo La Posta, CFA - 4 September 2023

Don't trust the numbers

In this week's Global Matters Weekly Lorenzo La Posta, CFA discusses how numbers can't always be trusted and why this means experience and care is necessary to question the mathematics when it comes to investing. 

Read more
21.08.2023 446 X 298
Jackson Franks - 21 August 2023

Build in ESG

In this week's Global Matters Weekly Jackson Franks discusses how at Momentum, we are committed to contributing to a more sustainable world, both through direct actions and indirect means

Read More
14.08.2023 Website 600 X 380
Alex Harvey, CFA - 14 August

Decision time

In this week's Global Matters Weekly Alex Harvey, CFA discusses the importance of timing when making investment decisions.

Read More

7.8.2023 446 X 298
Matt Connor - 7 August 2023

Undervalued Forgotten Opportunities: UFOs in your asset allocation

In this week's Global Matters Weekly Matt Connor discusses the importance of diversification and the opportunities in the UK and Asia. 

Read more
31.07.2023 446 X 298
Gregoire Sharma, CFA - 31 July 2023

Taking the fixed income tack in multi-asset portfolios

In this week's Global Matters Weekly Gregoire Sharma, CFA discusses the case for allocating to fixed income in multi-asset portfolios.

Read More
24.07.2023 600 X 380
Richard Parfect - 23 July 2023

“I’m from the government and I’m here to help”

In this week's Global Matters Weekly Richard Parfect discusses the importance of due diligence when looking to invest in specialist investment trusts.

Read More
17.07.2023 Website 600 X 380
Ben Drysdale - 17 July 2023

Music royalties offer "sound" returns

In this week's Global Matters Weekly Ben Drysdale discusses the opportunities music royalties offer investors.

Read More
10.07.2023 Website 600 X 380
Tom Delic - 10 July 2023

Lessons in extremis

In this week's Global Matters Weekly Tom Delic finds similarities between the approach to the extreme sport of Free Solo climbing and fund management, drawing inspiration from El Capitan Free Solo climber, Alex Honnold.

Read More
03.07.2023 Website 600 X 380
Mark Wight, CFA - 3 July 2023

Roll on recession

In this week's Global Matters Weekly Mark Wright, CFA discusses the opportunities that a recession may bring for UK mid-caps.

Read More
26.06.2023 Website 446 X 298
Stephen Nguyen, CFA - 26 June 2023

Momentum Investing at Momentum

In this week's Global Matters Weekly Blog Stephen Nguyen, CFA discusses the potential benefits of momentum investing.

Read more
19.06.2023 600 X 380
Gary Moglione - 19 June 2023

Dare to be different

In this week's Global Matters Weekly Blog Gary Moglione discusses the potential benefits of contrarian investing.

Read More
12.06.2023 Website 446 X 298 PSD
Richard Stutley, CFA - 12 June 2023

Safe as houses?

In this week's Global Matters Weekly Blog Richard Stutley, CFA discusses why property has been anything but a safe bet so far this year.

Read More
05.06.23 Website 600 X 300
Lorenzo La Posta, CFA - 5 June 2023

The many dimensions of sustainability

In this week's Global Matters Weekly Lorenzo La Posta, CFA evaluates incorporating sustainability considerations into investment decisions.

Read more
22.05.2023 Website 600 X 380
Jackson Franks - 22 May 2023

Richest match in football

In this week's Global Matters Weekly Jackson Franks discusses how he would strategically allocate £265million of funds if given the opportunity. 

Read more
15.05.2023 Website 600 X 380
Alex Harvey, CFA - 15 May 2023

Carolean carousel

In this week's Global Matters Weekly Alex Harvey, CFA discusses the importance of succession for success.

Read More
23.04.2023 Website 600 X 380
Matt Connor - 24 April 2023

Football versus Soccer

In this week's Global Matters Weekly Blog Matt Connor discusses why the UK presents undervalued opportunities for investors.

Read More
17.04.2023 Website 600 X 380
Richard Parfect - 17 April 2023

In Changing of the Seasons We (Investment) Trust…

In this week's Global Matters Weekly, Richard Parfect discusses the investment trust market and how it has changed with the seasons.

 

Read More
03.04.2023 Websie 600 X 380
Gregoire Sharma, CFA - 3 April 2023

Lessons learned from the bank-run playbook

In this week's Global Matters Weekly, Gregoire Sharma, CFA discusses the importance of considering qualitative research as well as quantitative research when making risk assessments, in the wake of the dissolution of Credit Suisse into UBS and the failure of Silicon Valley Bank.

Read More
27.03.2023 Website 600 X 380
Andrew Hardy, CFA - 27 March 2023

Managing uncertainty: a question of weighting?

In this week's Global Matters Weekly, Andrew Hardy discusses why asset managers and financial advisers must help clients narrow the gap between time-weighted and money-weighted returns.

Read More
20.03.2023 Website 600 X 380 Px
Tom Delic - 20 March 2023

Wu Wei

In this week's Global Matters Weekly, Portfolio Manager Tom Delic discusses why in a world of non-stop news and media inaction can often be the best course of action.

Read More
13.03.2023 446 X 298 Website
Mark Wright, CFA - 13 March 2023

Life in the old dog yet

In this week's Global Matters Weekly, Mark Wright, CFA explores how rigorous fundamental analysis can often present the best opportunities for new investments.

Read more
060323 Website 600 X 300
Gabby Byron - 6 March 2023

Bursting bubbles

In this week's Global Matters Weekly, Gabby Byron discusses how can investors avoid getting caught up in the effects of an investment bubble, which is often driven by speculation and investor psychology.

Read More
27.02.2023 600 X 380 Website
Gary Moglione - 27 February 2023

Is active management dead?

In this week's Global Matters Weekly, Gary Moglione debates whether active management is dead.

Read More
20.02.2023 600 X 380
Richard Stutley, CFA - 20 February 2023

Insights from rate markets

In this week's Global Matters Weekly, Richard Stutley, CFA discusses investors' rate expectations and what this could mean for yields.

Read More
13.02.2023 Website 600 X 380
Lorenzo La Posta - 13 February 2023

Love Actually? Disappointment, actually

In this week's Global Matters Weekly, Lorenzo La Posta, CFA discusses the importance of valuation discipline.

Read More
06.02.2023 600 X 380 Website NEW
Jackson Franks - 6 February 2023

AI: is your job safe?

In this week's Global Matters Weekly, Jackson Franks explores AI and considers whether AI could one day replace his job.

Read More
30.01.2023 600 X 380 Website
Gregoire Sharma - 30 January 2023

Turning away from the glass-half-empty mentality

In this week's Global Matters Weekly, Gregoire Sharma, CFA looks at why investors should look at some of the positives as we continue into 2023.

Read More
23.01.23 Website 600 X 380
Matt Connor - 23 January 2023

No stress

In this week's Global Matters Weekly blog, Matt Connor discusses how heightened emotions often cloud judgement and can lead to irrational decision making.

Read More
16.01.23 Website 600 X 380
Richard Parfect- 16 January 2023

Well, that wasn’t expected…

In this week's Global Matters Weekly blog, Richard Parfect discusses the recent downfall of Home REIT and how it is a reminder that the greatest risks sometimes lurk in the least expected places.

Read More
09.01.23 Website 600 X 380
Alex Harvey, CFA - 9 January 2023

Divine inspiration

In this week's Global Matters Weekly blog, Alex Harvey, CFA takes inspiration from the namesake of January and reflects on 2022 as we look forward to 2023.

Read More
Annual Compendium 2022

Annual Compendium 2022

Once again we mark the end of the year by sharing a compendium of 2022’s articles. Across dozens of blogs, which incorporate a mix of investment insight with topical twists, this charts our journey through what has been another most extraordinary year.

 

Read More

12.12.22 600 X 380
Global Matters Weekly

What were you thinking?

Tom Delic - 12 December 2022
Read More
5.12.22 Website 600 X 380
Global Matters Weekly

A turning point for UK mid-caps

Mark Wright, CFA  - 5 December 2022

 

Read More
28.11.2022 Website 600 X 300
Global Matters Weekly

Has gold lost its shine?

Stephen Nguyen, CFA  - 28 November 2022
Read More
21.11.22 600 X 300 Website
Global Matters Weekly

The World Cup Effect

Gary Moglione - 21 November 2022
Read More
14.11.2022 Website 600 X 300
Global Matters Weekly

Temperature Check

Richard Stutley, CFA - 14 November 2022
Read More
7.11.22 Website 600 X 380
Global Matters Weekly

Yet another update on China

Lorenzo La Posta, CFA - 7 November 2022
Read More
31.10.2022 Website 600 X 300
Global Matters Weekly

Will the strong dollar continue to spook markets?

Robert White - 31 October 2022
Read More
Website 600 X 380
Global Matters Weekly

(IL)Liquid of property

Jackson Franks - 24 October 2022
Read More
17.10.22 Website 600 X 380
Global Matters Weekly

Gilty Pleasures

Alex Harvey, CFA - 17 October 2022
Read More
10.10.22 Website 600 X 300
Global Matters Weekly

Welcome to the New Age

Matt Connor - 10 October 2022
Read More
03.10.22 Website 600 X 380
Global Matters Weekly

Data, data everywhere and not a number to guide (with apologies to Samuel Taylor Coleridge)

Richard Parfect - 3 October 2022
Read More
26.09.22 600 X 380 GMW Website
Global Matters Weekly

Calm before the storm

Mark Wright, CFA - 26 September 2022

 

Read More
200922 600 X 380 GMW Website
Global Matters Weekly

Lessons to learn from Queen Elizabeth II

Ferdi van Heerden -  20 September 2022

 

Read More
Shutterstock 1525093916
Global Matters Weekly

The Law of Lindy

Tom Delic -  5 September 2022
Read More
22.08.22 Website 600 X 380
Global Matters Weekly

Navigating fund fees and finding value

Gary Moglione -  22 August 2022
Read More
15.08.2022 Website 600X380
Global Matters Weekly

Change - it's a constant

Richard Parfect -  15 August 2022
Read More
08.08.2022 600X380
Global Matters Weekly

Shinzo Abe; a tragic death but a promising legacy

Robert White, CFA -  8 August 2022

 

Read More
01.08.2022 600X380
Global Matters Weekly

Build up not out

Richard Stutley, CFA -  1 August 2022
Read More