Momentum Global Investment Management, the UK-based investment and asset management arm that is a wholly owned subsidiary of South African insurance and investments provider MMI Group, has appointed Peter Mann as a non-executive director, to help build business in the UK. Mann has worked for some three decades in the industry, with Scottish Amicable, IFA […]
James Klempster, head of portfolio management at Momentum, explains why Unilever and Tesco’s pricing disagreement may be a sign of trickier times ahead for inflation in the UK. Consumer goods producer Unilever and retailer Tesco had a very public spat last week over the suggestion that the former’s prices needed to go up to reflect […]
James Klempster, head of portfolio management at Momentum Global Investment Management, explains how and why domestic and global politics is dominating the market agenda. Contrary to a very quiet period towards the end of summer, recently markets have moved a bit more freely. Macro surprises are in short supply, however, and it seems that the […]
Glyn Owen, investment director, Momentum Global Investment Management, argues that despite volatility, it is worth staying invested. Although the global environment is challenging, uncertainties about growth are acute and a period of consolidation in markets is now likely. The sharp bounce in the past month, the powerful underlying support from monetary policy, continuing steady albeit […]
James Klempster, portfolio manager at Momentum Global Investment Management discusses European bonds. Last week the European Central Bank (ECB) President Mario Draghi issued a dovish statement which the market greeted positively. Yet, compared to a couple of years ago, the column inches dedicated to the European Government Bond market is modest. It is clear that […]
Momentum Global Investment Management (Momentum) has appointed Richard Adams and Andy Pook as business development managers. The team will be responsible for promoting and distributing Momentum GIM’s multi-asset outcomes-based fund solutions throughout the Midlands and North East of England. Adams joins Momentum from Fidelity Funds Network. Prior to that, he was at AXA Wealth, working […]
James Klempster, portfolio manager, Momentum Global Investment Management examines the impact of the VW scandal. The recent VW scandal is a salutary reminder to all of the risks of investing, especially in the equity market. This topic has, rightly, dominated the papers in the past week as it represents a spectacular fall from grace for […]
James Klempster, portfolio manager, Momentum Global Investment Management explains why liquidity remains central bankers’ tipple of choice. The UK plans to raise GBP 127 billion in gilt sales this year, which is a huge volume for the market to digest if there is no meaningful appetite, especially given the current lowly levels of the benchmark […]
“Emerging markets equity and debt offer selective opportunities, but we expect further periods of volatility across all asset classes globally”, says Mike Allen, CIO of Momentum Global Investment Management (Momentum GIM). “This volatility will come from fragile growth and deflationary forces globally, alongside divergent central bank policies and a high debt overhang and asset values, […]
InvestmentEurope has rounded up some of the views of what the current year could hold for investors across both traditional and alternative asset classes.
David Lashbrook, head of Africa Investment Strategies at Momentum Global Investment Management, puts Africa’s record hard currency bond issuance into context and provides his outlook for the market.
Momentum Global Investment Management has announced the launch of an Africa Fixed Income Fund, aimed at institutional investors looking to benefit from opportunities arising from the economic and demographic fundamentals that Africa has to offer.