Media Centre

16 December 2019

(Professional Adviser) Are we waiting for a value fightback?

With growth companies on 4% outperformance per year since 2014, James Klempster looks at how value companies are fighting back.

Momentum Weekly Digest - Annual Compendium

Global Matters

James Klempster, CFA

10 December 2019

Momentum Weekly Digest - Annual Compendium

When we started writing our weekly review back in 2015 we had an ambition to change the way that we communicated with our rapidly expanding, global client base.

(Trust Net) Opportunities bubble up from a changing investment landscape

News

James Klempster, CFA

04 December 2019

(Trust Net) Opportunities bubble up from a changing investment landscape

Investment markets aren’t static: new asset classes emerge, while others become obsolete. It is vital to evolve as markets evolve.

(FT Adviser) FCA Criticised for mulling retail assets ringfence

News

Andrew Hardy, CFA

26 November 2019

(FT Adviser) FCA Criticised for mulling retail assets ringfence

If DFMs and wealth managers were included in the ‘institutional’ bracket, however, this would not change the situation for all the retail clients who invest via advisers and DFMs. Andrew Hardy, portfolio manager at MGIM, agreed, adding the FCA’s suggestion “entirely missed the point”.

(Investment Week) MGIM CEO: Fund buyers must hold star managers to account post Woodford

News

Ferdi van Heerden

26 November 2019

(Investment Week) MGIM CEO: Fund buyers must hold star managers to account post Woodford

Fund selectors must do more to "hold to account" fund managers who drift from their investment style or expose investors to inappropriate risks.

(Portfolio Adviser) Creating resilient portfolios for a fracture world

News

Ferdi van Heerden

25 November 2019

(Portfolio Adviser) Creating resilient portfolios for a fracture world

The ongoing reshaping of the global economic order will mean winners and losers – and thus investment opportunity.

(Money Observer) Why active funds are the way to play a return to form for emerging markets

News

Andrew Hardy, CFA

18 November 2019

(Money Observer) Why active funds are the way to play a return to form for emerging markets

Emerging market assets look even cheaper after a period of lacklustre returns.

(Investment Week) The star-spangled challenge: Equity investors split on US as indices hit all-time high’,

News

James Klempster, CFA

12 November 2019

(Investment Week) The star-spangled challenge: Equity investors split on US as indices hit all-time high’,

Director of Investment Management at Momentum said the firm has been "trimming" US equity exposure on a valuation basis.

Vodcast

Glyn Owen

31 October 2019

Q3 Report

Glyn Owen Investment Director reviews the global markets for Q3

(Investment Week) The Big Question: Which alternatives might fit the bill as replacements for stricken Woodford fund?

News

James Klempster, CFA

28 October 2019

(Investment Week) The Big Question: Which alternatives might fit the bill as replacements for stricken Woodford fund?

For investors not put off active management by their holdings in Woodford Equity Income, commentators suggest replacements to consider.

(This is Money) Should you ditch a fund that axes its manager

News

Andrew Hardy, CFA

11 October 2019

(This is Money) Should you ditch a fund that axes its manager

What the investor should do when the captain jumps ship or gets pushed.

(Professional Adviser ) Momentum appoints Robert White as Senior Analyst

News

04 October 2019

(Professional Adviser ) Momentum appoints Robert White as Senior Analyst

Momentum Global Investment Management (MGIM), the specialist investment manager focused on outcomes-based solutions for intermediaries and their clients, is pleased has appointed Robert White as Senior Analyst, with effect from 30th September 2019.