Risk takers & portfolio attribution

Spaghetti Western

“Year 1862: amid the chaos of the American Civil War, the three gunslingers Blondie, Angel Eyes and Tuco (a.k.a. the Good, the Bad and the Ugly ) are competing to put their hands on a buried cache of gold, but onl– “…wait!

How flow can you go?

After a bumper few months for equity markets, a recent report from Calastone, the global funds network, showed June was one of the worst months on record for outflows from UK equity funds.

The only three ways a long-only investor can lose money ...

Richard Stutley says factors such as counterparty risk, high leverage and illiquidity – crop up again and again when you look back through the history of people who have suffered a permanent impairment of capital.

Global Matters: Viewpoint

Alex discusses UK Equities in our latest podcast

2020 – a rollercoaster ride

How to sum up 2020 so far? A rollercoaster is probably the best way to describe it; both from an emotional perspective but also in terms of what the markets have been up to.

Market Update from James Klempster, CFA

Global Matters: Viewpoint

James discusses inflation vs deflation

Q2 Review

Momentum's investment team gives an update of the markets and positioning of the funds and portfolios and the changes that have been made over the quarter.

Socially (Un)Acceptable

The inexorable growth of environmental, social and governance (ESG) awareness has been impossible to ignore.

Market Update from James Klempster, CFA

James Klempster: The 2020 rollercoaster ride

How to sum up 2020 so far? Asks James Klempster