Growing Pains

The growth outlook looks better at the start of 2018 than it has done in recent years. But while ‘growth is good’, investing is about that key confluence between what you’re buying on the one hand and what you pay for it on the other; and markets are currently paying for a lot of growth.

Richard Stutley (CFA) of Momentum Global Investment Management, one of our UK regulated, discretionary fund managers, explains why we may experience growing pains in 2018. Click here to learn more.

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The Perils of Prediction

Fortune ReaderAs is customary around year end, many in the financial industry will have spent December making forecasts for the year ahead and their output is stuffing our inboxes. So should we read or press delete?

For Andrew Hardy (CFA) of Momentum Global Investment Management, one of our UK regulated, discretionary fund managers, the appropriate action depends on how you intend to use the information. Click here to learn more.

The Best and Worst Performing Assets of 2017

Of the regular 39 assets in our sample, a very impressive 38 finished with a positive total return in USD terms and 36 did so in local currency terms.

The S&P 500 (+21.8%) ended the year with a positive return in every month – the first time this has ever happened in the 90 years of monthly data.

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Pop Goes the Easel

brown.jpgLeonardo da Vinci’s Salvator Mundi (Saviour of the World) was bought for $450 million in New York last Wednesday, shattering the record for the most expensive artwork ever sold.

High prices are not unique to the art world, however, and what drives asset prices higher can be attributed to many differing factors.

Alex Harvey (CFA) of Momentum Global Investment Management, one of our UK regulated, discretionary fund managers compares ‘Salvator Mundi’ to diversified investing: Click here to learn more.

Learn the Benefits of Quality Investing

A large computerised display of the Brit‘Quality investing’ has risen hugely in popularity in recent years due to strong outperformance during risk off periods, particularly during the global financial crisis and European debt crisis, and due to investors’ elevated levels of risk aversion.

Stephen Nguyen (CFA) of Momentum Global Investment Management, one of our UK regulated, discretionary fund managers explains what quality investing means for investors, and why you should consider it for your portfolio. Click here to learn more.

The Most Hated Bull Market in History

Screen Shot 2017-11-07 at 5.55.04 AM‘Goldilocks period’ is often used to describe this period of reasonable growth, low inflation and low-interest rates which has led to excellent returns for equities and credit; i.e. ‘not too hot, not too cold’. Since the market bottom in March 2009, equity markets are up somewhere between 350% in US and 200% in UK.

Despite these good returns, this recovery has been characterised as ‘the most hated bull market in history’.

Jeromine Bertrand (CFA) of Momentum Global Investment Management, one of our UK regulated, discretionary fund managers explains what it means for investors. Click here to learn more.