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(Investment Week) Big Question
News
James Klempster, CFA
10 February 2020
(Investment Week) Big Question

What would investors like to see from the Chancellor's Budget on 11th March

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Opportunities to leapfrog in Emerging Markets
Global Matters
David Lashbrook, CA (SA), CFA
10 February 2020
Opportunities to leapfrog in Emerging Markets

I wonder if the combination of poor existing infrastructure and technological advancement could transform the retail sector in emerging markets.

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(Trust Net) Why investors shouldn’t miss out on the value opportunity
News
James Klempster, CFA
07 February 2020
(Trust Net) Why investors shouldn’t miss out on the value opportunity

The serial underperformance of the value style over the past decade shouldn’t put investors off, says Momentum Global Investment Management’s James Klempster, they should use it as an opportunity.

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Global Equity - Value Review
Research
Robert White, CFA
06 February 2020
Global Equity - Value Review

As stock markets reach all-time highs and the US enters its tenth year of economic expansion, we think that having exposure to value stocks still makes good sense.

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(International Adviser) Controlling risk in multi-asset portfolios
News
James Klempster, CFA
06 February 2020
(International Adviser) Controlling risk in multi-asset portfolios

While volatility is important, it is often the manifestation of risk rather than the risk itself and we must also avoid conflating a lack of volatility with an absence of risk.

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(FT Adviser) Robo-advice still has a role, albeit limited
News
Jeanette Marais
04 February 2020
(FT Adviser) Robo-advice still has a role, albeit limited

"I do not believe anyone will deny that we are in the midst of digital disruption – or that businesses embracing technology will benefit, while those who do not will lag behind"

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Unknown unknowns: the coronavirus
Global Matters
Michael Clough
03 February 2020
Unknown unknowns: the coronavirus

When we talk about risks to our investment outlook, we always warn of the threat of ‘unknown unknowns’, events that come seemingly out of nowhere that can’t be predicted or planned for. All we know is at some point they will arise.

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(Money Marketing) Maintaining Momentum
News
Jeanette Marais
03 February 2020
(Money Marketing) Maintaining Momentum

“When the world changes, your investment goals shouldn’t. That’s why this billboard won’t change for the next five years.”

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(Investment Week) 25th Annivesary
News
James Klempster, CFA
31 January 2020
(Investment Week) 25th Annivesary

To mark Investment Week's 25th anniversary this year we gathered together a select group of the brand's closest friends, contributors and clients to quiz them on how they perceive the industry to have changed over the past quarter century and what changes they foresee in the future.

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A Weizmann once said
Global Matters
Richard Stutley, CFA
27 January 2020
A Weizmann once said

In 1998, researchers at the Weizmann Institute of Science in Rehovot, Israel, showed that electrons passing through a membrane behave differently when being observed.

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(FT Adviser) Multi-Assets best way to hedge against Middle east geopolitical risk
News
Alex Harvey, CFA
22 January 2020
(FT Adviser) Multi-Assets best way to hedge against Middle east geopolitical risk

How investors shouldrespond to geopoliticaltensions, Saloni Sardana

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Value: Alive but not yet kicking
Global Matters
Robert White, CFA
20 January 2020
Value: Alive but not yet kicking

While high growth/momentum stocks have performed well for some time, they have historically been susceptible to momentum crashes which have tended to coincide with bear market periods.

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