Global Matters: investing offshore

Honey, I shrunk the listings

Tom Delic

"There appears to be several reasons other than the greater availability of private capital to motivate a business to choose to stay private."

History doesn’t repeat but it often rhymes

Slawomir Soroczynski

"Geopolitical factors will likely take centre stage again, particularly with upcoming US elections and ongoing fiscal challenge."

Defining value

Mark Wright

"Our dream investment is in an “economic compounder” but at a market valuation materially below our estimate of its intrinsic value and true worth."

It could be gold's time to shine

Jade Coysh

“Despite the recent rally, there could still be upside if history is anything to go by, and with central banks increasing reserves and geopolitical risks on the rise, there is a clear investment case for holding gold”

Will buybacks continue to bolster equity markets?

Simon Price

"Investers must exercise due diligence and remain attentive to developments in this sphere.”

It's the little things that count

Stephen Nguyen

"We believe the best way to gain exposure to small caps, and to manage some of these risks, is to invest via third-party, experienced, active managers who can be more selective in constructing portfolios.”

Weathering storms and building trust

Gabby Byron

"UK investment trusts might be facing some tough challenges, but we remain advocates of their vital roles in multi-asset portfolios.”

Where has the 'greenium' gone?

Charles Thomson

“Buying a green bond with zero ‘greenium’ could be termed an ‘ESG arbitrage’ with future expected outperformance as the ‘greenium’ returns.”

Has the US labour market turned a corner?

Richard Stutley

“Different definitions mean individuals fall in and out of certain categories at different times, which serves to reduce the usefulness of any one labour market indicator.”

The quiet investor

Gary Moglione

"There are invaluable lessons to be learned from Ronald Read's life and investment choices."

Leaping over leap days

Lorenzo La Posta

"The less you know, the more you think you know."

(il)Liquidity of property

Jackson Franks

"It is critical that any investor in the real estate sector understands and appreciates the illiquid nature of the underlying asset class."

MOVErs and shakers

Alex Harvey

"Our time-tested asset allocation process revolves around longer-term relative value opportunities. But when the market MOVEs, you need to MOVE with it."

China is on the move

Matt Connor

"Chinese EVs can be much cheaper than their Western counterparts giving them a route to increasing market share in Europe and the US "

The fragility of trust

Tom Delic

"While the odds remain in favour of equities outperforming bonds over long time periods, it cannot be assured, and the possibility of being in an unlucky generation of equity investors should not be discounted."

The Trump spectre looms large

Grégoire Sharma

“With over nine months to go until the elections, it is still much too early to act on the back of such assessments. However, we ought to guard against complacency and simply relying on historical precedent to position portfolios as we get closer to the elections."

Big isn't always beautiful

Mark Wright

"The new financial ‘Whizz Kids’ of Wall Street had allegedly unlocked the secret to ever increasing financial returns from very little capital. The truth is, the sectors represented by the biggest companies has varied greatly over time, from transport to energy and communications."

A quandary from McQuarrie

Tom Delic

"While the odds remain in favour of equities outperforming bonds over long time periods, it cannot be assured, and the possibility of being in an unlucky generation of equity investors should not be discounted."

Wall-E Street

Thomas Banks

AI serves as a supporting function, complementing our existing strategic/tactical asset allocation and portfolio construction processes rather than replacing them.

Fleece Navidad

Gabby Byron

Investors and consumers have a significant role to play in bringing sustainable fashion brands to the fore.

Siren call

Alex Harvey, CFA

If we are close to peak rates, as many economists are suggesting, then history would suggest cash should be usurped from its throne.

Stocking filler for your portfolio

Matt Connor

There is light at the end of the tunnel, with growing belief that we have seen 'peak rates'.

Interest rate volatility: Transitory or here to stay?

Gregoire Sharma

It is of prime importance to carefully watch and assess all of the factors affecting growth, inflation, and fiscal sustainability in coming years.

Use it or lose it

Richard Parfect

Urgent appeal to the referee is clear: give damaging Alternative Investment Fund Managers Directive regulations the red card.

Treasury hunt

Glyn Owen

Bond markets need to stabilise before markets can begin to recover, but with yields of around 5% across the maturity curve, there is now good value available.

Base effects

Tom Delic

Base rates are a useful tool for investors when making decisions that involve factors that can disrupt the balancing of risk and reward.

Fly Me to the Moon

Mark Wright, CFA

Having sat on the sidelines for the best part of two years, the growth opportunity for Moonpig is clear.

Responsible investment: here for good

Jade Coysh

There is evidence that investing responsibly and integrating ESG factors is additive to returns.

Risky business

Stephen Nguyen, CFA

We believe in blending equity style factors to deliver more efficient returns.

A tail of two services

Gabby Byron

Boutique firms specialise in being selective and creative in their investment approach.

The Investment Odyssey

Gary Moglione

In the world of investing, investors face their own version of Sirens in the form of behavioural biases.

Macro matters

Richard Stutley, CFA

We caution against the view that we are likely to see a protracted period of either especially high or especially low inflation over the next five years.

Don’t trust the numbers

Lorenzo La Posta, CFA

The investment world is full of mathematical “lies” and it takes a lot of experience and focus to avoid the traps these present.

Build in ESG

Jackson Franks

At Momentum, we are committed to contributing to a more sustainable world, both through direct actions and indirect means.

Decision time

Alex Harvey

Companies can shield themselves (and their investors) from the effects of inflation, which remains the key macro investment risk today.

Undervalued Forgotten Opportunities: UFOs in your asset allocation

Matt Connor

Diversification is central to portfolio construction and allows investors to reduce unsystematic risk and capture other sources of return.

Taking the fixed income tack in multi-asset portfolios

Gregoire Sharma, CFA

There is a strong case for fixed income in multi-asset portfolios, locking in high levels of income with potentially significant capital gains.

“I’m from the government and I’m here to help”

Richard Parfect

Retail investors who want access to specialist investment trusts are being forced to conduct their own due diligence.

Music royalties offer 'sound' returns

Ben Drysdale

Investing in music royalties involves gaining exposure to the revenues generated by a song, which come from three main sources.

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