Welcome to Momentum

Seemingly nothing out of the ordinary, but market moves over the month mask traumatic day-to-day volatility amidst chaotic US policy , as the US rewrites the global economic and geopolitical post-war order in extraordinary haste

The Momentum Real Assets Growth and Income Fund (RAGI) is designed to provide investors with a blend of income and capital appreciation by investing in a well researched and diversified range of tangible assets such as infrastructure, real estate, and private equity.

Debt of a nation -  Tom Delic

In this week's Chart of the Week Tom details how US federal interest payments are on track to hit an 85-year high of over 4% of GDP by 2035, fuelled by increasing debt and normalising interest rates.