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What are you looking for?

GLOBAL EVENTS

Global Matters

Our 2 flagship global equity funds are managed by our London office, Momentum Global Investment Management (MGIM). These long-established global equity solutions are already available to investors in other countries worldwide and are now available to investors in South Africa, too.

2021

May

Global Matters virtual engagement (YouTube)

Welcome (to a truly global village) (Youtube)

Global economic overview (Youtube)

Global advice matters (YouTube)

Choosing a global investment management partner (YouTube)

Noise, bias and blind spots (Youtube)

Is this year’s economic recovery fully ‘priced in’ already? - Andrew Hardy (pdf)

Offshore probate: what you need to know - Geoff Gavey (pdf)

How can we tell when the world economy is starting to run hot? - Glyn Owen (pdf)

Advice noise, bias and blind spots - Greg Davies and Paul Nixon (pdf)

What are the tail risks that aren't receiving enough attention? - Lorenzo La Posta (pdf)

Diversifiers to the rescue - Fred Ingham (pdf)

Is ‘quality’ the only answer for building resilience into an investment process and portfolios? - Natalie Harrison (pdf)

What role does investment research play? - Richard Stutley (pdf)

2020

April

Partnerships during turmoil - Jeanette Marais (YouTube)

Global investing post Corona Virus - James Klempster (YouTube)

COVID-19 economic scenarios - Sanisha Packirisamy (YouTube)

Fundamentals of offshore investing - Wouter Fourie (YouTube)

Global Matters Questions and Answers (YouTube)

OTHER EVENTS

Global Citizen

Our Global Citizen masterclass series focusses on the factors to consider when structuring offshore investments for global citizens. Given that more and more clients are becoming global citizens, it is critical to understand the complexities of investing offshore as well as how to structure financial plans to suit each client's unique needs and objectives.