“For all the
column inches
dedicated to central
bank meetings this
month, one potentially
seismic change to
monetary policy has
slipped under the
radar”
22 Mar 2021
15 Mar 2021
Why we are all hard wired to be bad investors
Why we are all hard wired to be
bad investors
10 Mar 2021
Monthly Viewpoint – February 2021
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.
8 Mar 2021
Percy’s not a pig
Believe it or not, there
are similarities in
what we do here at
Momentum to what
the rocket scientists do
in Pasadena
1 Mar 2021
Are you sitting comfortably?
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.
15 Feb 2021
More of the Same
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
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
