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Expat Financial Planning Solutions

Providing Clarity For Investors Since 1985

Market Indicator

Professional views on market direction


Who compile the asset allocation dashboards ?

The documents provided below are compiled and presented by two discretionary fund management firms who have demonstrable investment management capabilities.

Momentum Global Investment Management is a wholly owned subsidiary of the MMI Group. As at 31 December 2013 MMI Holdings Ltd: is a leading life insurance and investment group in South Africa and Africa, employing more than 16,000 people manages assets of USD 35.4 billion, with more than 450 employees engaged in its investment businesses and with a market capitalisation of circa USD 3.5 billion.

Canaccord Genuity Wealth Management (CGWM) is a trading name of Canaccord Genuity Wealth Limited (CGWL) which is a wholly owned subsidiary of Canaccord Genuity Group Inc.

CGWL is authorised and regulated by the Financial Conduct Authority (registered number 194927)

CGWL is a member of the London Stock Exchange.

What investment information do the 'asset allocation dashboards' provide ?

The research teams at Momentum and CGWM constantly analyse fund Manager individuals , companies , market sectors, geographical areas, political , macro economic cycles and many other factors all of which help to shape and define the portfolio positions Momentum take on behalf of clients.

The combined output of all this research is essentially summarised in their documents below.

Momentum indicate their feelings as to how they feel the markets may move and you will note that for each given market sector Momentum flag that sector in one of three ways - Positive - Neutral or Negative and colour code in Green - Yellow or Red respectively.

Similarly the CGWM asset allocation dashboard document provides a coloured arrow directional cue.





Momentum Harmony asset allocation dashboard


CGWM asset allocation dashboard

Further resources

Market Indicator - Momentum fund management provide insightful views on their belief of market direction
Video Updates - Watch and listen to our Discretionary Fund Manager (DFM) partner videos. The videos provide an insight to the managers thoughts and feelings in respect of market events alongside specific details on portfolio performance
Market Scope - e-newsletter - don't miss out on important market events - subscribe now its Free
Our Blog - Commentary and updates on market events - insurances - pensions - investments - taxation and all other issues related to expat financial planning