Expat Financial Planning

Providing Client Clarity Since 1985


Expat Financial Planning

Providing Client Clarity Since 1985

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    Market Indicators

    Professional views on market direction


    Who compile the market indicators ?

    The documents provided below are compiled and presented by three 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 50 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.

    City Financial - The Wealth Fund allows investors to benefit from the in-depth macroeconomic research that underpins their multi-asset investment process.

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

    The research teams at Momentum Global Investments , CGWM and City Financial 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 taken on behalf of clients.

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


    Momentum Harmony asset allocation dashboard


    Momentum Harmony performance


    CGWM asset allocation update


    City Financial asset allocation update

    Further resources

    Market Indicator - Momentum fund management provide insightful views on equity market trends
    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