We use cookies and other services to enhance your browsing experience. Our privacy policy explains more. Please click the button to continue.


Weekly Digest

Examining Equity market investments

How does Weekly Digest help investors?

Each week "Weekly Digest" focuses on a single investment related topic that is likely to influence your investment portfolio outcomes.

"Weekly Digest" is written by top level investment fund managers and therefore provides clues to the issues that they themselves are addressing in constructing client mandates and portfolios.

The insights provided are invaluable for investors to understand and rationalise the investment world around them.

If you subscribe to the FREE Weekly Digest we are certain that it will benefit your own research and help shape your own investment decisions.

Market SnapshotsMay 18 2020

  • Tensions between the US and China continued to rise

  • Equity markets fell as hopes of a V-shaped recovery diminished

  • Brent crude rose 4.9% ending the week to $32.5 a barrel

  • Gold rose 2.4% to $1743.7 an ounce

This weeks edition"Steering Clear Of Losses"by Lorenzo La Posta

Financial losses come in many shapes and forms and investors rightly spend a considerable amount of time worrying about them but managing loss aversion poorly can make the long-term outcome even worse.

It is important to pick the right battles, to trade off cost of protection with loss severity and to not lose sight of the ultimate investment goals..


Market Indicators

The equity market analysis documents below present the views of award winning discretionary fund managers Momentum Harmony & TAM Asset Management.

Each of the pdf files provide insight to the fundamentals that each manager considers when constructing client portfolios.

You will discover that the depth and breadth of research each of the fund managers undertake in aligning portfolio risk to that of the fund mandates is extremely extensive and just one of the reasons why such portfolios should be considered as a clients core holding.


Momentum Harmony Fund Performance


Momentum Harmony Fund Allocations


TAM Asset Management Updates

Watch Fund Manager
Video Updates