Why we are all hard wired to be
bad investors
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
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.
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
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
StoreREIT telling: three key elements
We look at the
manager’s competence
of successfully
implementing their
initiatives from turning
a building into an asset