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Global Matters: investing offshore

The world of offshore investing can seem quite daunting, but doesn’t have to be. To cut through the complexity, we have launched a world class portal to address all your offshore investment concerns, challenges and even share best practice. Explore our Global Matters portal for independent views on offshore investment advice, legislation and top-of-mind matters to structure and get your clients to their investment goals.

Events

Global Citizen

Our Global Citizen masterclass series focusses on the factors to consider when structuring offshore investments for global citizens. Given that more and more clients are becoming global citizens, it is critical to understand the complexities of investing offshore as well as how to structure financial plans to suit each client's unique needs and objectives.

Learn more

A navy blue outline of iconic landmarks in London, England, with a red setting sun.

Think-Tank investment conference

Our annual Momentum Global Investment Management Think-Tank investment conference gives our largest intermediary and wealth management clients substantive investment thinking and ideas rather than the more typical ‘product push/sales’ event, which we strictly avoid.

Learn more

Global Matters Weekly

Our weekly blogs are aimed at providing our rapidly expanding global client base with a good mix of deep investment insights, combined with a topical twist and an improved, easy-to-digest tone.

24 APRIL 2023

Football versus Soccer

Matt Connor

Many UK companies (and in particular mid-caps) are an undervalued opportunity, one we are taking advantage

17 APRIL 2023

In Changing of the Seasons We (Investment) Trust…

Richard Parfect

Selling investment trusts at this time does not feel economically rational.

03 APRIL 2023

Lessons learned from the
bank-run playbook

Gregoire Sharma, CFA

It’s easy to fall into a state of complacency from overly relying on quantitative indicators.

27 MARCH 2023

Managing uncertainty:
a question of weighting?

Andrew Hardy, CFA

Asset managers and financial advisers must focus on helping clients narrow the gap between time-weighted and money-weighted returns.

20 MARCH 2023

Wu Wei

Tom Delic

A correlation seems to exist between the patience of investors and access to information.

13 MARCH 2023

Life in the old dog yet

Mark Wright, CFA

We often find the best opportunities present themselves when others are fearful.

06 MARCH 2023

Bursting bubbles

Gabby Byron

As the saying goes, “You never know when you’re in a bubble until it bursts”.

27 FEBRUARY 2023

Is active management dead?

Gary Moglione

Overall, I believe there is no clear winner between active and passive, and results will vary as the economic environment changes.

20 FEBRUARY 2023

Insights from rates markets

Richard Stutley, CFA

There has been a meaningful shift in investors’ interest rate expectations.

13 FEBRUARY 2023

Love Actually?
Disappointment, actually

Lorenzo La Posta, CFA

A few weeks ago, during the Christmas period, I treated myself to the ideal night in.

06 FEBRUARY 2023

AI: Is your job safe?

Jackson Franks

To see if AI has the ability to take my job, I put this to the test and asked ChatGPT to write my blog.

30 JANUARY 2023

Turning away from the glass-halfempty mentality

Gregoire Sharma

It seems inflation has likely peaked and is expected to fall materially this year.

View archived articles

4 DECEMBER 2023

Fleece Navidad

Gabby Byron

Investors and consumers have a significant role to play in bringing sustainable fashion brands to the fore.

27 NOVEMBER 2023

Siren call

Alex Harvey, CFA

If we are close to peak rates, as many economists are suggesting, then history would suggest cash should be usurped from its throne.

20 NOVEMBER 2023

Stocking filler for your portfolio

Matt Connor

There is light at the end of the tunnel, with growing belief that we have seen 'peak rates'.

13 NOVEMBER 2023

Interest rate volatility:
Transitory or here to stay?

Gregoire Sharma

It is of prime importance to carefully watch and assess all of the factors affecting growth, inflation, and fiscal sustainability in coming years.

6 NOVEMBER 2023

Use it or lose it

Richard Parfect

Urgent appeal to the referee is clear: give damaging Alternative Investment Fund Managers Directive regulations the red card.

30 OCTOBER 2023

Treasury hunt

Glyn Owen

Bond markets need to stabilise before markets can begin to recover, but with yields of around 5% across the maturity curve, there is now good value available.

23 OCTOBER 2023

Base effects

Tom Delic

Base rates are a useful tool for investors when making decisions that involve factors that can disrupt the balancing of risk and reward.

16 OCTOBER 2023

Fly Me to the Moon

Mark Wright, CFA

Having sat on the sidelines for the best part of two years, the growth opportunity for Moonpig is clear.

9 OCTOBER 2023

Responsible investment:
here for good

Jade Coysh

There is evidence that investing responsibly and integrating ESG factors is additive to returns.

2 OCTOBER 2023

Risky business

Stephen Nguyen, CFA

We believe in blending equity style factors to deliver more efficient returns.

View archived articles

Global Matters: investing offshore

Events

Global Citizen

Think-Tank investment conference

Football versus Soccer

In Changing of the Seasons We (Investment) Trust…

Lessons learned from the bank-run playbook

Managing uncertainty: a question of weighting?

Wu Wei

Life in the old dog yet

Bursting bubbles

Is active management dead?

Insights from rates markets

Love Actually? Disappointment, actually

AI: Is your job safe?

Turning away from the glass-halfempty mentality

Fleece Navidad

Siren call

Stocking filler for your portfolio

Interest rate volatility: Transitory or here to stay?

Use it or lose it

Treasury hunt

Base effects

Fly Me to the Moon

Responsible investment: here for good

Risky business

What were you thinking?

A turning point for UK mid-caps

Has gold lost its shine?

The World Cup effect

Temperature Check

Yet another update on China

Will the strong dollar continue to spook markets?

(IL)Liquidity of property

Gilty Pleasures

Welcome to the New Age

Data everywhere and not a number to guide

Calm before the storm

The Law of Lindy

Navigating fund fees and finding value

A tail of two services

The Investment Odyssey

Macro matters

Don’t trust the numbers

Build in ESG

Decision time

Undervalued Forgotten Opportunities: UFOs in your asset allocation

Taking the fixed income tack in multi-asset portfolios

“I’m from the government and I’m here to help”

Music royalties offer 'sound' returns

Global Matters Monthly Market Update

Market Update

Global Matters Quarterly Market Update

Market Update

Global Matters Monthly Market Update

Market Update

Global Matters Monthly Market Update

Market Update

Global Matters Quarterly Market Update

Market Update

Global Matters Monthly Market Update

Market Update

Global Matters Monthly Market Update

Market Update

Global Matters Monthly Market Update

Market Update

Global Matters Monthly Market Update

Market Update

Global Matters Monthly Market Update

Market Update

Global Matters Quarterly Market Update

Market Update

Global Matters Monthly Market Update

Market Update

Global Matters Monthly Market Update

Market Update

Global Matters Quarterly Market Update

Market Update

Global Matters Monthly Market Update

Market Update

Lessons learned from the
bank-run playbook

Managing uncertainty:
a question of weighting?

Love Actually?
Disappointment, actually

Interest rate volatility:
Transitory or here to stay?

Responsible investment:
here for good

Undervalued Forgotten Opportunities:
UFOs in your asset allocation

Global Matters Monthly
Market Update

Global Matters Quarterly
Market Update

Global Matters Monthly
Market Update

Global Matters Monthly
Market Update

Global Matters Quarterly
Market Update

Global Matters Monthly
Market Update

Global Matters Monthly
Market Update

Global Matters Monthly
Market Update

Global Matters Monthly
Market Update

Global Matters Monthly
Market Update

Global Matters Quarterly
Market Update

Global Matters Monthly
Market Update

Global Matters Monthly
Market Update

Global Matters Quarterly
Market Update

Global Matters Monthly
Market Update

Global Matters Monthly
Market Update

Global Matters Quarterly
Market Update

Global Matters Monthly
Market Update

Global Matters Monthly
Market Update

Global Matters Monthly
Market Update

Global Matters Monthly
Market Update

Global Matters Monthly
Market Update

Market update:
2021 review & 2022 outlook

Global Matters Monthly
Market Update

Global Matters Monthly
Market Update

Global Matters Quarterly
Market Update

Commentary on the market
environment and asset
allocation views

Commentary on the market
environment and asset
allocation views

Commentary on the market
environment and asset
allocation views

Commentary on the market
environment and asset
allocation views

What can we expect from
the markets in 2021.

Commentary on the market
environment and asset
allocation views

Commentary on the market
environment and asset
allocation views

Commentary on the market
environment and asset
allocation views

Commentary on the market
environment and asset
allocation views

The global cognitive
distortion of panic
and COVID- 19

Paul Nixon

Where did all the toilet
paper (TP) go?

Advice migra(ne)tion:
A Perspective

Louise Usher

Popular press has not been
shy in advocating investing
offshore.

In love with
the familiar

Greg B Davies, PhD

The right and wrong ways
to deal with our preference
for the known.