Financial Planning


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Weathering Investment Trust Storms And Building Trust

09 April 2024

In recent years, the UK investment trust sector has found itself navigating through challenging times. Changes in regulations and the overall economic environment have made things tough. But despite these challenges, it's important to remember why investment trusts are valuable, especially in terms of diversification and accessing long-term investment opportunities ordinarily not available to individual investors.

Where Has the Greenium Gone?

26 March 2024

A few years back a new word was added to the long list of bond market jargon: 'greenium'. This comes from 'green-premium' but in fact represents a 'green discount' referring to the lower yield on bonds with positive ESG fundamentals compared to the equivalent bonds that do not.

Has The Us Labour Market Turned A Corner

19 March 2024

US core CPI came in ahead of expectations last week, for the third month in a row. At 3.8% year-on-year, core inflation is clearly still too high for Fed officials to relax. With core goods inflation at -0.1%, blame lies with the service sector, which, once one strips out housing-related items (referred to as shelter) is mainly driven by labour costs.

The Quiet Investor

12 March 2024

In the realm of successful investors, high profile names like Warren Buffett, Charlie Munger, and Benjamin Graham often take the spotlight. However, there's one investor whose story deserves attention: Ronald Read.

Illiquid Nature of Property Investments

27 February 2024

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

20 January 2024

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