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latest global matters viewpoint

Global markets posted strong gains in Q3, supported by easing trade tensions, a more dovish US Federal Reserve, and continued strength in AI-driven technology stocks.

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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 - 3 November 2025

Could the profile of capital allocation in the US change going forward - Simon Price

In this week's chart Simon illustrates quarterly trends in corporate activity within the S&P 500 since 2013, focusing specifically on share buybacks and capital expenditures.

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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