This week, an innocuous announcement from BP about temporarily closing a handful of its petrol stations due to a driver shortage caused panic buying and fuel shortages across the UK. In March, I wrote a blog called “Why we are all hard-wired to be bad investors”. This...
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...
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...
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...
In the face of a rapid spread of the delta variant, with daily Covid case numbers up almost 80% in July from June levels, concerns about the sustainability of growth re-emerged. While the spread of the variant is global, its impact falls disproportionately on the...
You will likely be aware that last month Amazon founder, Jeff Bezos, was blasted to the edge of space aboard New Shepard, a rocket designed to give fare-paying customers an out of this world – and out of their seats – experience. His flight came just days after that...
