Momentum Global Investment Management on LinkedIn: #globalmatters (2024)

Investing early in boutique asset management firms is a distinguishing feature of MGIM’s investment process. Our approach extends beyond investing capital; it is about nurturing relationships and fostering long-term partnerships that drive mutual success. Andrew Hardy, CFA, Director of Investment Management, explains why we believe that helping to establish a boutique serves as the blueprint for cultivating exceptional managers by challenging convention and focusing on alignment, disciplined processes, distinct philosophies and driving innovation. Read his full insights in Trustnet's article here: https://lnkd.in/eGSMeKMN (not for retail)

3

The UK stock market has recently struggled compared to its glittering US counterpart, but we believe there are compelling reasons to reconsider the UK market. Alexander Harvey, Senior Portfolio Manager, suggests that now is the time for investors to position themselves strategically for an anticipated recovery. Read Trustnet’s article here: https://lnkd.in/egqF2nGJ (not for retail)

5

In this weeks Chat of the Week, Thomas Banks and Gabriella Byron discuss the performance of US equity sectors over the last 5 years. Listen to ‘Ridin' solo’ here:https://lnkd.in/egBf_Snr (15 February 2024) (not for retail)#globalmatters

11

Navigating the realm of investments may evoke a sense of the 'wild-west,' yet Portfolio ManagerMark Wright, CFAdelves into the present-day 'Magnificent 7'. Having witnessed a near doubling in value last year, he explores the rationale behind investing in the most substantial corporate giants. Read his full insights in the article "Magnificent 7: Why big isn't always beautiful in investing" atProfessional Adviserhttps://lnkd.in/eYbEpS9U(not for retail)

4

In this week's Global Matters Weekly,Matt Connordiscusses the rise of Chinese EV manufacturers and their quest to overthrow Western carmakers. Read the full blog here: China is on the movehttps://lnkd.in/gCHzdJUC(12 February) (not for retail)#globalmatters

7

In this weeks Chart of the Week,Lorenzo La Posta, CFAandThomas Banksdiscuss the immense scale of companies within the Magnificent 7 and the implications for markets and active managers which arise from high market concentrationListen to ‘Bigger is better’ here:https://lnkd.in/d5T-5EzH(8 February 2024) (not for retail)#globalmatters

32

In this week's Global Matters Weekly,Richard Parfectdiscusses how trust is hard won and easily lost and no organisation, no matter how large or old is immune from this risk. Read the full blog here: The fragility of trust https://lnkd.in/eKDdGcbE(05 February) (not for retail)#globalmatters

6

Is it time to update your CV?Junior Analyst Thomas Banks argues that AI is not fully advanced to replace our roles just yet. Instead, he illustrates how MGIM have embraced AI-driven investment insights to enhance our well-established outcome-based investment process. Read the full Professional Paraplanner article here https://lnkd.in/ecxkejaw (not for retail)

12

In this weeks Chart of the Week,Lorenzo La Posta, CFAandThomas Banksdiscuss the US credit market and implications of narrowing spreads in Investment Grade and High Yield bonds.Listen to ‘Spread thin’ here:https://lnkd.in/eykeBZKG(1 February 2024) (not for retail)#globalmatters

11