Nomura: September Sets Up “Monster” US Momentum Rally

Bull Market.jpgA combination of seasonality and a tax calendar effect sets up September for a potentially “monster” rally in US momentum stocks, according to Nomura Holdings Inc. Learn more

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The Best And Worst Performing Assets In June, Q2 And YTD

As we reach the mid-point for the year, leaving behind a half most would rather forget and looking forward to a half in which central bank quantitive tightening is about to really pick up, Deutsche Bank’s Jim Reid writes that markets spent most of the month of June flip-flopping between constantly evolving trade-war related headlines, as well as digesting the diverging path of a more hawkish than expected Fed versus a more dovish than expected ECB following their respective policy meetings. Learn more

July Performance

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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

PortfolioMetrix Market Update: Asset Allocation – Eyes Forward

News-wise it was an eventful month with the UK formally triggering Article 50 to begin the process of leaving the EU, the withdrawal of Trump’s healthcare bill, the US Fed raising rates by 0.25% and the Netherland’s avoiding the election of far-right candidate Geert Wilders.

PortfolioMetrix have just completed a formal asset allocation review for all portfolios, the results of which have just been implemented in their latest rebalance. How they decide on this asset allocation is reasonably technical, which they have already covered (the perhaps infamous ‘Black Litterman’ discussion), but they did want to highlight one key element of the process: PortfolioMetrix asset allocations are forward-looking, not backward-looking. Learn more

PortfolioMetrix Market Update

pmxFebruary went by in a blur, but what a month it was. PortfolioMetrix had their best month ever in terms of new money flows as well as, when combined with market performance, their best ever month over month AUM increase. And to cap it off, just after month-end, PortfolioMetrix picked up the Citywire Wealth Manager Regional Star Award. Learn more

Inflation Is Up, Is This An Issue?

We believe that, ultimately, it’s imperative to move the debate forward with respect to what constitutes ‘risk’ to an investor. Thinking of risk purely in terms of volatility is a disservice for investors as in reality ‘risk’ is so much more than a number. One of the greatest risks that many savers are taking – often unwittingly – is the risk of having insufficient funds for a reasonable lifestyle at retirement, especially when the ravages of inflation are taken into account. Learn more