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What are you looking for?

Think-tank

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

Our annual Think-Tank investment conference was held in London on 20 and 21 September 2023, hosted by Momentum Global Investment Management.

September 2023

Day 1

The rocky road back to normal times - Kallum Pickering (pdf)
Not the Japan you’d expect: Opportunities through growth and innovation - Sophia Li
The global spectrum of growth - Mark Baribeau (pdf)
Surfing the ocean of alternative data to reach new investment heights - Weili Zhou (pdf)
The role of bonds today in multi-asset portfolios - Alex Harvey (pdf)
Opportunities in corporate credit - Tatjana Greil Castro (pdf)

Day 2

Sustainable investments in Asia: Challenges and opportunities - Lisa Lim (pdf)
China: A temporary blip or heading towards Japanification? - Adrian Petreanu (pdf)
New Paradigms - Dan O’keefe (pdf)
Consumer Duty and the evolving landscape for advisers - Heather Hopkins (pdf)
Developments at Momentum - Ferdi Van Heerden (pdf)

Day 3

Soft landing, hard landing, no landing? - Jeremy Stretch (pdf)
Competitive advantage and inflation protection: Fasten seatbelt during take off and landing - Sunil Thakor (pdf)
The evolving opportunity within renewable environmental assets - Chris Tanner (pdf)
AI-driven asset allocation - Tommaso Migliore (pdf)

September 2022

September 2022

Introduction - Andrew Hardy (YouTube)
Euro area outlook: Expansion runs out of gas - Greg Fuzesi (YouTube)
Euro area outlook: Expansion runs out of gas - Greg Fuzesi (pdf)
Is value still cheap, and where are the opportunities today? - Patrick Meegan (Youtube)
Is value still cheap, and where are the opportunities today? - Patrick Meegan (pdf)
China & Hong Kong: Connect or disconnect? - Tom Naughton (YouTube)
China & Hong Kong: Connect or disconnect? - Tom Naughton (pdf)
Structural growth investing in challenging economic times - Mark Baribeau (YouTube)
Structural growth investing in challenging economic times - Mark Baribeau (pdf)
Diversifiers to the rescue - Fred Ingham (YouTube)
Diversifiers to the rescue - Fred Ingham (pdf)
Helping fund a solution to the UK homelessness crisis - Gareth Jones (YouTube)
Helping fund a solution to the UK homelessness crisis - Gareth Jones (pdf)
A sunny disposition (effect) may cast a shadow on investment advice - Paul Nixon (YouTube)
A sunny disposition (effect) may cast a shadow on investment advice - Paul Nixon (pdf)
Sustainability and resilience in emerging markets - Ashish Swarup (YouTube)
Sustainability and resilience in emerging markets - Ashish Swarup (pdf)
What is venture and growth capital, and how to generate sustainable returns - Tim Creed (YouTube)
What is venture and growth capital, and how to generate sustainable returns - Tim Creed (pdf)
Schroders portfolio case study - Tim Sadler(YouTube)
Schroders portfolio case study - Tim Sadler (pdf)
Ahead of the disruption - Martin Riekert (Youtube)
Ahead of the disruption - Martin Riekert (pdf)
Inflection Point: Risks and opportunities in a changing global economic order - Gurpreet Gil (Youtube)
Inflection Point: Risks and opportunities in a changing global economic order - Gurpreet Gil (pdf)
The best of both worlds: Sustainability and factor investing - Wilma de Groot (Youtube)
The best of both worlds: Sustainability and factor investing - Wilma de Groot (pdf)
Outlook and opportunities in emerging market debt - Gustavo Medeiros (Youtube)
Outlook and opportunities in emerging market debt - Gustavo Medeiros (pdf)
Multi-asset investing: Greater than the sum of its parts - Alex Harvey (Youtube)
Multi-asset investing: Greater than the sum of its parts - Alex Harvey (pdf)
The role of infrastructure in an inflationary and normalising rate environment - Giles Frost (Youtube)
The role of infrastructure in an inflationary and normalising rate environment - Giles Frost (pdf)
Think-Tank round up - Glyn Owen (pdf) (Youtube)

September 2021

14 September 2021

Introduction - Andrew Hardy (YouTube)
Inflation: Transitory or persistent? (YouTube)
Inflation: Transitory or persistent? (pdf)
Value Investing: Alive and kicking? - Ian Lance(Youtube)
Value Investing: Alive and kicking? - Ian Lance(pdf)
Accessing innovative growth opportunities in private companies - Richard Watts (YouTube)
Accessing innovative growth opportunities in private companies - Richard Watts (pdf)
Insurtech - disrupting the insurance industry - Julian Teicke (YouTube)
Insurtech - disrupting the insurance industry - Julian Teicke (pdf)

15 September 2020

Reflections on our journey in the past year - Jeanette Marais (YouTube)
Investing in a post-pandemic world - Monica Defend (Youtube)
Investing in a post-pandemic world - Monica Defend (pdf)
“May you live in interesting times”:China in the 2020s - James Morton (YouTube)
“May you live in interesting times”:China in the 2020s - James Morton (pdf)
Energy Transition: Timelines and hurdles - Alex O'Cinneide (YouTube)
Energy Transition: Timelines and hurdles - Alex O'Cinneide (YouTube)

16 September 2021

Can valuations of secular growth stocks be sustained? - Mark Baribeau (YouTube)
Can valuations of secular growth stocks be sustained? - Mark Baribeau (pdf)
Property Investing: Different thinking for different times - Andrew Jones(YouTube)
Property Investing: Different thinking for different times - Andrew Jones (pdf)
Investing in Royalties: Music to your ears (Youtube)
Think-Tank round up - Glyn Owen (Youtube)
Can the bull market continue? - Steven Bell (pdf)

September 2020

23 September 2020

Pandemics, portfolios and potential - Alex Harvey (YouTube)
Pandemics, portfolios and potential - Alex Harvey (pdf)
Value Investing: Poking Holes in the Popular Narrative - Andrew Wellington (YouTube)
Value Investing: Poking Holes in the Popular Narrative - Andrew Wellington (pdf)
Can secular growth stocks sustain current valuations? - Mark Baribeau (YouTube)
Can secular growth stocks sustain current valuations? - Mark Baribeau (pdf)
Round up - Glyn Owen (YouTube)

22 September 2020

Playbook: Navigating new waters: what lies ahead - Joe McDonnell (YouTube)
Playbook: Navigating new waters: what lies ahead - Joe McDonnell (pdf)
Finding factors in fixed income - Jean Marie Dumas (YouTube)
Finding factors in fixed income - Jean Marie Dumas (pdf)
Integrating ESG into Factor Investing - Jan De Koning (YouTube)
Integrating ESG into Factor Investing - Jan De Koning (pdf)
Capturing sustainable growth in emerging markets - Brian Christiansen (YouTube)
Capturing sustainable growth in emerging markets - Brian Christiansen (pdf)
Think- Tank virtual wine experience (YouTube)

21 September 2020

Intro and update - James Klempster and Jeanette Marais (YouTube)
Can the bull market continue? - Steven Bell (YouTube)
Can the bull market continue? - Steven Bell (pdf)
Desert island investments among US small and mid-caps - Drew Beja (YouTube)
Desert island investments among US small and mid-caps - Drew Beja (pdf)
Shine on: Gold’s lustre - Ned Naylor-Leyland (YouTube)
Shine on: Gold’s lustre - Ned Naylor-Leyland (pdf)

Global Matters

An image showing the Sydney Opera House in Australia, the Eifel Tower in Paris, the Taj Mahal in India and the Statue of Liberty in the USA.

Our 2 flagship global equity funds are managed by our London office, Momentum Global Investment Management (MGIM). These long-established global equity solutions are already available to investors in other countries worldwide and are now available to investors in South Africa, too.

May 2021

Global Matters virtual engagement (YouTube)
Welcome (to a truly global village) (Youtube)
Global economic overview (Youtube)
Global advice matters (YouTube)
Choosing a global investment management partner (YouTube)
Noise, bias and blind spots (Youtube)
Is this year’s economic recovery fully ‘priced in’ already? - Andrew Hardy (pdf)
Offshore probate: what you need to know - Geoff Gavey (pdf)
How can we tell when the world economy is starting to run hot? - Glyn Owen (pdf)
Advice noise, bias and blind spots - Greg Davies and Paul Nixon (pdf)
What are the tail risks that aren't receiving enough attention? - Lorenzo La Posta (pdf)
Diversifiers to the rescue - Fred Ingham (pdf)
Is ‘quality’ the only answer for building resilience into an investment process and portfolios? - Natalie Harrison (pdf)
What role does investment research play? - Richard Stutley (pdf)

April 2020

Partnerships during turmoil - Jeanette Marais (YouTube)
Global investing post Corona Virus - James Klempster (YouTube)
COVID-19 economic scenarios - Sanisha Packirisamy (YouTube)
Fundamentals of offshore investing - Wouter Fourie (YouTube)
Global Matters Questions and Answers (YouTube)

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.

20 March 2024

March
Event video (Youtube)
International succession laws and the effect on international estate planning (pdf)
Sharon Hamman
Amanda Moolman
Emile Hofmeyr
Sanusha Naidoo

Momentum Wealth International products solving for succession challenges (pdf)
Marius Cilliers
Francois Lombard
Hannes Esterhuyse

5 September 2023

September
Event presentation (Youtube)
Is tax residency that important for a global citizen? (pdf)

20 April 2023

April
Event presentation
Introduction - Jeanette Marais (YouTube)
Red flags and international planning Eugene Taljaard (pdf) Red flags and international planning Eugene Taljaard (YouTube)
Introduction - Jeanette Marais (YouTube)
Why picking the right jurisdiction is important- Dimal Gungaram and Robert Rhodes (YouTube)
Taxes on global citizens Madeleine Schubert (YouTube) Taxes on global citizens Madeleine Schubert (pdf)
Structures for a global citizen - Eugene Taljaard and Mark Chasey (YouTube)
Planning for a global estate - Sharon Hamman (YouTube) Planning for a global estate - Sharon Hamman (pdf)
Emigrating your advice - Panel discussion (YouTube)
Closing - Eugene Taljaard and Francois Lombard (YouTube)
Cessation of tax residency (pdf)
Foreign employment income (pdf)
Local trusts versus offshore trusts (pdf)
Leverage: Edition 1 - Sharon Hamman (pdf)

Explore global equity with the 'Magnificent Eleven'

A beach, sand and grass representation of the globe to showcase Momentum Investments global equity offering.

On 14 March we held a webinar where we discussed our outlook for global equity markets, the ‘Magnificent Eleven’ investment managers and where they are finding opportunities, and two funds for the long run – the Momentum GF Global Equity Fund and Momentum GF Global Sustainable Equity Fund.

March 2024
Video (Youtube)
Exploring global equity opportunities through the lens of the 'magnificent eleven' investment managers (pdf)
Andrew Hardy
Lorenzo La Posta

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