Just right, then, is a
continuation of current
policy and hence central
bankers need to hold their
nerve in the face of rising
inflation and provide
more of the same
15 Feb 2021
10 Feb 2021
Monthly Viewpoint – January 2021
The surge in markets in late 2020, triggered by the positive vaccine news, Biden’s success
in the US election and the favourable settling of the UK-EU trade negotiations, continued
into the new year
1 Feb 2021
Emerging Opportunities
We see a rotation into
value sectors and regions
as offering the best longer
term recovery potential, and
emerging markets today
merit increasing attention
as part of your overall
portfolio construct
25 Jan 2021
StoreREIT telling: three key elements
We look at the
manager’s competence
of successfully
implementing their
initiatives from turning
a building into an asset
18 Jan 2021
An Industry In Constant Evolution
A key pillar of our philosophy at Momentum is exceptional client service; our investment staff are acutely aware that investing is a journey, and helping clients to remain invested through times of extreme uncertainty is often the most valuable service advisors can provide for their clients
10 Jan 2021
Monthly Viewpoint – December 2020
Returns in 2020 of 16% from global developed world equities, 18% from emerging markets, and 10% from global government bonds (all in USD terms) mask the enormous turmoil wrought by the coronavirus pandemic and the scale of its economic, financial and human damage:
14 Dec 2020
Scotched Eggs
There are signs of life
on the high street and
hope for 2021 with
the vaccine rollout
gathering pace just five
weeks after the first
vaccine discovery was
announced
