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Understanding human behaviour can fuel our returns
Global Matters
Gary Moglione
04 October 2021
GLOBAL MATTERS: 04/10
Understanding human behaviour can fuel our returns

This week, an innocuous announcement from BP about temporarily closing a handful of its petrol stations due to a driver shortage caused panic buying and fuel shortages across the UK.

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Global Friday Update 01/10
Video
Alex Harvey, CFA
01 October 2021
GLOBAL FRIDAY UPDATE 01/10
Global Friday Update 01/10

Alex Harvey gives a round-up of the week in our Global Matters Friday Update

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Enduring Quality
Global Matters
Stephen Nguyen, CFA
27 September 2021
GLOBAL MATTERS: 27/09
Enduring Quality

There are many ways investors try outperforming the market. Tilting the portfolio regionally, moving up and down the market capitalisation spectrum or exposing their portfolio to different investment factors (risk premia).

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Global Friday Update 24/09
Video
Richard Stutley, CFA
24 September 2021
GLOBAL FRIDAY UPDATE 24/09
Global Friday Update 24/09

Richard Stutley gives a round-up of the week in our Global Matters Friday Update

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Melting Ice Cubes
Global Matters
Richard Parfect
20 September 2021
GLOBAL MATTERS: 20/09
Melting Ice Cubes

When the human mind is confronted with a completely unexpected situation or an event that has not been experienced before, then the brain immediately suffers what is known as a “startle effect”.

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Global Friday Update 17/09
Video
Robert White, CFA
17 September 2021
GLOBAL FRIDAY UPDATE 17/09
Global Friday Update 17/09

Robert White gives an overview of the week with a focus on one risk which we think is under-appreciated by the broader market today, namely the potential default of Chinese property developer Evergrande.

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Momentum removes VAT from managed portfolios
News
Ferdi van Heerden
15 September 2021
FT ADVISER
Momentum removes VAT from managed portfolios

Ferdi van Heerden, chief investment officer at MGIM, said: “We are pleased to announce that VAT charges will no longer apply to our range of portfolios.

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Fifty Shades of Green
Global Matters
Andrew Hardy, CFA
13 September 2021
GLOBAL MATTERS: 13/09
Fifty Shades of Green

Tomorrow sees the start of our annual client conference, Think Tank, which runs for three mornings from Tuesday 14th to Thursday 16th September. From a virtual studio our team at Momentum Global Investment Management will host 13 speakers presenting on a range of specialist, investment focused topics

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Global Friday Update 10/09
Video
Andrew Hardy, CFA
10 September 2021
GLOBAL FRIDAY UPDATE 10/09
Global Friday Update 10/09

Andrew Hardy reviews the week in our latest Global Matters Friday Update

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Credit where credit's due
Global Matters
Richard Stutley, CFA
06 September 2021
GLOBAL MATTERS: 06/09
Credit where credit's due

Bonds remain expensive today, with yields across the ratings spectrum having tracked core rates lower.

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Global Friday Update 03/09
Video
Richard Stutley, CFA
03 September 2021
GLOBAL FRIDAY UPDATE 27/08
Global Friday Update 03/09

Richard Stutley reviews the week in our latest Global Matters Friday Update

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Global Friday Update 27/08
Video
Alex Harvey, CFA
27 August 2021
GLOBAL FRIDAY UPDATE 27/08
Global Friday Update 27/08

Alex Harvey reviews the week in our latest Global Matters Friday Update

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