UK Equities: Unloved and Underrated

BrexitWith Brexit looming many of our clients have asked us how we are managing exposure to UK assets within our global portfolios. The challenge of positioning portfolios appropriately for Brexit, be it to mitigate risk or take advantage of potential opportunities, is tough as the negotiations could go either way: an acceptable future trade relationship with the EU or a no-deal outcome. These potential outcomes would have substantially different implications for investors.

Andrew Hardy (CFA) of Momentum Global Investment Management, one of our UK regulated, discretionary fund managers shares their view. Click here to learn more.

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Dodgeball

There are a number of different ways that investors can lose money. Some are risks that are inherent in investing such as having to convert a paper loss into an actual loss because you have to liquidate a holding which is underwater which would likely recover if given time. There are many other ways to lose client money which are permanent. These are often a result of careless strategy selection rather than market characteristics.

James Klempster (CFA) of Momentum Global Investment Management, one of our UK regulated, discretionary fund managers shares their view. Click here to learn more.

China Awakens

unnamed-3.jpgIf you checked the MSCI Emerging Market Index last Friday, you would have noticed the inclusion of 226 new A-Shares of Chinese companies into the benchmark. This is the first step of a very gradual introduction which will continue in September and A-shares only represent 0.4% of the index at present.

While it might seem insignificant, it has triggered a wave of forced buying by passive strategies and could ultimately have a large impact on the composition of the index and investors’ investment universe. In fact, if all those stocks were fully included along with additional mid cap names over time, China could come to represent 50% of the Emerging Markets of which 28% from A-Shares!

What does this mean for your portfolio? Click here to learn more.

Short-Termism

unnamed-2.jpg“Concentration on short-term projects or objectives for immediate profit at the expense of long-term security.”

Jernej Bukovec (CFA) of Momentum Global Investment Management, one of our UK regulated, discretionary fund managers highlights why short-termism is unhealthy for investors, changing portfolio positioning every time an investment underperforms and chasing outperforming investments. Click here to learn more.

Staying Invested

MountainAt Intelligent Investments, our goal is to ‘keep clients invested’ in order to achieve their financial goals, but what do we mean by this? It comes down to trying to overcome the biggest obstacle preventing investors from achieving long term objectives – themselves! We are all prone to mental pitfalls which make us our own worst enemy when it comes to investing.

Andrew Hardy (CFA) of Momentum Global Investment Management, one of our UK regulated, discretionary fund managers, brings some of this work to light. Click here to learn more.

Getting What You Want

Outdoor relaxInvesting is first and foremost about net returns. Our key value-add is being able to design better portfolios than a formulaic split between bonds and equities based on a client’s risk profile.

Richard Stutley (CFA) of Momentum Global Investment Management, one of our UK regulated, discretionary fund managers, brings some of this work to light. Click here to learn more.

Award Winning Advice

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Intelligent Investments is proud to announce that one of our UK regulated discretionary investment managers, PortfolioMetrix has won this year’s Citywire Wealth Manager Award for the second year running.

To learn more about our award winning, technology enabled, UK regulated, discretionary investment manager click here.