“When researching a fund, it is often useful to view the fund manager as a CEO”

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“For all the
column inches
dedicated to central
bank meetings this
month, one potentially
seismic change to
monetary policy has
slipped under the
radar”

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Why we are all hard wired to be
bad investors

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One year ago coronavirus began to ravage the global economy and stock markets. The ensuing
recession was the worst since the Great Depression, yet over those 12 months global equities have
returned almost 30%, despite a 35% decline in the initial few weeks of the pandemic.

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Believe it or not, there
are similarities in
what we do here at
Momentum to what
the rocket scientists do
in Pasadena

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Ever since the global financial
crisis (GFC) when Lehman’s
failed, central banks have
been trying to accelerate
economic recovery by various
“quantitative easing” means,
which in simple terms
collectively amounted to
printing money.

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While we expect that
cryptocurrencies will
become more mainstream
over the coming years,
we’ve never held Bitcoin in
portfolios, nor do we have
any plans to include it

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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

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