Research papers

Research papers

• The UK - 2020 vision (163 KB)
  Two weeks have passed since the shock General Election result in the UK. James Klempster | CFA 31 May 2015


• How we see the world (251 KB)
  We are living in the most extraordinary times in financial markets, conditions which none of us have ever before witnessed. Glyn Owen 30 April 2015


• What is your current currency positioning? (75 KB)
  The prospect of the European Central Bank’s quantitative easing programme has seen the euro weaken against the pound and dollar, while bullish sentiment towards the dollar has reached fever pitch. James Klempster | CFA 31 March 2015


• Time for change (509 KB)
  As the end of the tax year fast approaches you or your client will no doubt be thinking how best to invest ISA allowances across both sides of the tax year. Momentum Global Investment Management 31 March 2015


• 2014 – A year in review and looking forward to 2015 (156 KB)
  Oil’s move in the second half of the year is probably the most notable element of 2014. Momentum Global Investment Management 01 January 2015


• “Liquidity, bubbles and bull markets” (542 KB)
  Round-up of momentum’s international think-tank 2014 Momentum Global Investment Management 17 October 2014


• Understanding ‘roll-down’ risk and the ‘reward’ for delaying hedging (189 KB)
  It is not uncommon for liability-related risks to represent the dominant risk borne by pension schemes as very few UK pension schemes have fully hedged these risks. Investment Solutions & Consulting 30 September 2014


• Perspectives on Fixed Income Investing: Instalment 2 – Term premium (193 KB)
  This series of short notes summarises our views on fixed income investing for UK-based pension funds with sterling liabilities. Investment Solutions & Consulting 30 September 2014


• Perspectives on Fixed Income Investing: Instalment 1 – The Overview (295 KB)
  Over the past few years, many of the new ideas that institutional investors have introduced into their portfolios have stemmed from the fixed income world. Investment Solutions and Consulting 30 September 2014


• Scottish Independence (356 KB)
  In the context of the Union, this is an historic vote. James Klempster | CFA & Scott Gordon 16 September 2014


• The art and science of capacity management (135 KB)
  Regarding capacity analysis we believe that there are two key aspects to consider. Andrew Smith & Jernej Bukovec 30 November 2013


• The future of fund platforms (233 KB)
  CP12/12 explained Russell Andrews 30 April 2013


• Inflation – the sleeping giant? (319 KB)
  Inflation is a phenomenon which, over the long term, materially impacts the purchasing power of money. James Klempster | CFA 28 February 2013


• What is risk? (219 KB)
  Re-evaluating traditional measures of risk portfolio construction James Klempster | CFA | Portfolio manager 30 November 2012


• The art and science of manager research (642 KB)
  Manager research is a core capability at Momentum Global Investment Management. James Klempster | CFA 31 October 2012