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.

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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.

The Momentum Train

Last week, London was hit by the ‘Beast from the East’, that brought with it unseasonably low temperatures. Predictably, transport ground to a halt in the face of a few centimetres of snow. Snow is a useful analogy for momentum investing: imagine a snowball rolling down hill, gathering more snow as it goes, which in turn causes it to roll faster, and so on. In the same way, we observe virtuous cycles in companies’ performance: i.e. winners keep on winning.

Stephen Nguyen (CFA) of Momentum Global Investment Management, one of our UK regulated, discretionary fund managers, discusses momentum investing. Click here to learn more.

Managing Risk

A large computerised display of the BritWhen it comes to investing, true risk at the investor level is the probability of not achieving the original investment objective. For that reason, variability of future returns from an asset (i.e. volatility) means less certainty of reaching your desired outcome.

Alex Harvey (CFA) of Momentum Global Investment Management, one of our UK regulated, discretionary fund managers, discusses what risk means when investing. Click here to learn more.