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Think-tank

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

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.

October 2024

Day 1

Global economic outlook: A narrow path to a soft landing - Ravi Balakrishnan (pdf)
Video (Youtube)
Investing in generative AI: The fourth era of computing - Mark Baribeau (pdf)
Video (Youtube)
Dynamic theme machine: The next generation of thematic investing - Mike Chen (pdf)
Video (Youtube)
Financials credit: Banks, digitalisation and AT1s bond - Luca Evangelisti(pdf)
Video (Youtube)
Full day video (Youtube)


Day 2

Active risk management: Our focus on stability in an uncertain world - James Knoedler & Cristina Dyer (pdf)
Video (Youtube)
Valuation discovery in private equity and venture capital - Ben Wilkinson (pdf)
Video (Youtube)
We design, build and run the technology that powers the future of payments - Mike Walters (pdf)
Video (Youtube)
Listed opportunities in real assets - Gary Moglione & Richard Parfect (pdf)
Video (Youtube)
Back to basics in 4IR: Thinking, fast… and slow - David Merklin (pdf)
Video (Youtube)
Full day video (Youtube)


Day 3

Unlock the art of investing - Ray Mhere (pdf)
Video (Youtube)
The world is your oyster: Seizing global equity opportunities - Lorenzo La Posta (pdf)
Video (Youtube)
Redrawing the political lines of global influence - Sanisha Packirisamy (pdf)
Redrawing the political lines of global influence - Richard Stutley (pdf)
Video (Youtube)
Unlocking value with analytical and generative AI in investments: Practical use cases - Tommaso Migliore (pdf)
Video (Youtube)
Multi-asset-class investing: A portfolio for all seasons - Alex Harvey (pdf)
Video (Youtube)
Think-Tank round up - Glyn Owen (pdf)
Video (Youtube)
Full day video (Youtube)


Highlights video

Video (Youtube)

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)

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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