“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.
At 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.
Investing 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.
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.
When 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.
The growth outlook looks better at the start of 2018 than it has done in recent years. But while ‘growth is good’, investing is about that key confluence between what you’re buying on the one hand and what you pay for it on the other; and markets are currently paying for a lot of growth.
Richard Stutley (CFA) of Momentum Global Investment Management, one of our UK regulated, discretionary fund managers, explains why we may experience growing pains in 2018. Click here to learn more.
As is customary around year end, many in the financial industry will have spent December making forecasts for the year ahead and their output is stuffing our inboxes. So should we read or press delete?
For Andrew Hardy (CFA) of Momentum Global Investment Management, one of our UK regulated, discretionary fund managers, the appropriate action depends on how you intend to use the information. Click here to learn more.
