Enduring quality

Enduring quality

There are many ways investors try outperforming the market. Tilting the portfolio regionally, moving up and down the market capitalisation spectrum, or exposing their portfolio to different investment factors (risk premia). Some factors are well known and easily...
Fifty Shades of Green

Fifty Shades of Green

Tomorrow sees the start of our annual client conference, Think Tank, which runs for three mornings from Tuesday 14th to Thursday 16th September. From a virtual studio, our team at Momentum Global Investment Management will host 13 speakers presenting on a range of...
Experts’ view on China

Experts’ view on China

When you invest with so many high-quality fund managers, it’s only natural to pick their brains every now and then. We have spoken to a few of them and collected their thoughts on the current situation in China. As a background, around nine months ago, in November...