Income Strategies – Opportunity Cost

Income strategies continue to be remarkably popular. To an extent this is understandable given many retirees rely on their defined contribution pension pot to provide income that funds their retirement.

There is something satisfying about watching regular income flow into your portfolio but many investors fail to grasp that a paid out dividend is also a missed opportunity to stay in the market. Over the long term, staying in the market has proven itself to be the better option when seeking capital returns.

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

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The Need For Active In Passive!

Do you hold ETFs in your portfolio?

Jernej Bukovec (CFA) of Momentum Global Investment Management, one of our UK regulated, discretionary fund managers, discusses recent research published by the Research Affiliates that looks at the performance chasing behaviour in ETFs, and its implications for investors. Click here to view.

Market Update – The Third Way

  • Oil rose 3.4% on the week with Brent at USD 56
  • Gold fell 1.8 % to 1315
  • Haven assets decline, global equities rise
  • North Korea launches second missile over Japan

Thus far President Trump’s leadership has been long on noise but short on results. He has failed to come up with any legislative wins in his first eight months, despite the Republicans’ control of both chambers of Congress and the executive. This is mostly due to intransigence – the White House has simply not been playing its traditional coordinating role to help bills through Congress.

There are also now rumours of another potential deal with the Democrats on DACA, a program to legalise people who arrived in the country illegally as children and have grown up in the US. Yet to be confirmed, this deal would be in exchange for additional border security funding but surprisingly doesn’t mention the wall with Mexico, a key issue for Trump’s base.

Jeromine Bertrand (CFA) of Momentum Global Investment Management, one of our UK regulated, discretionary fund managers, shares his view. Click here to view.

The Global Cycle Has Further To Run

News this past week:

Stock graph
• Oil prices rose 2% on the week with Brent at USD 53.9
• Gold rose 1.9 % to 1347, its third week of gains
• Risk appetite returns as treasuries retreat, stocks advance
• Apple set to launch the iPhone 8 and X models this week
• Hurricane Irma devastates the Caribbean and Florida

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The Value of Insurance

Insurance, in everyday life, is well understood. Simplistically, it’s something that you and I buy to protect ourselves from losing money in the event of a bad outcome. But when it comes to investments, we would argue that portfolio insurance is often overlooked.

Richard Stutley (CFA) of Momentum Global Investment Management, one of our UK regulated, discretionary fund managers, shares his view. Click here to view.

July Performance

pmx

July Overview
Generally positive economic news as well as a weakening dollar provided the backdrop for investors in July. For UK investors, this meant strong positive returns from almost all asset classes. Politics and Central Bank messaging continued to influence markets, but in a slightly more subdued manner than had been the case throughout the rest of the year. Learn more