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.

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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.

Property Jitters

UK PropertySame old topic but Jeromine Bertrand (CFA) of Momentum Global Investment Management, one of our UK regulated, discretionary fund managers thought it was time to revisit UK property and explain why, despite the negative headlines in the press since the Brexit vote, they’re happy to be contrarian at Momentum.

In an environment where most asset classes are expensive and government bond yields are close to all-time lows, they believe that UK Real Estate is relatively attractive and provides good diversification benefits, hence deserving of a place in their multi-asset portfolios. Click here to learn more.

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.

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.