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
10 Feb 2021
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
10 Dec 2020
Monthly Viewpoint – November 2020
Despite a positive start to the month, risk assets sold off as the month progressed, weighed down by the rapid rise in coronavirus cases across Europe and the US, and uncertainty ahead of the US Presidential election.
7 Dec 2020
A Pack of Wolves
When I was a kid, the concept of wolves being dangerous, aggressive animals was instilled in me: they growl, they stalk, they kill. Yet, have you ever heard spine-tingling howls breaking through the night? It is primordially majestic. As I grew up, I found myself seeing wolves as fascinating, widely misunderstood creatures. I had to find my own pack.
30 Nov 2020
A Brief History of How to Lose Money
At times like this it is
worth reflecting on
the common ways in
which investors suffer
permanent impairment
of capital as opposed to
short term fluctuations
in the value of their
investments
