The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More

Review of 2018 Fund Performance

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. As it’s the...

A Review of 2017 and Outlook for 2018

All three of our funds have been blowing passive multi-asset funds out of the water based on volatility adjusted returns for five years...

More Great News

Following the announcement about two awards in my last letter, this month we have been shortlisted for another one. This time, our...

The Big Issues with 'Absolute Return Funds'

The three funds my team manage are all multi-asset, investing in equities, bonds, and specialist investment trusts that themselves invest...

Awards Announcement

We have been shortlisted for two awards – Multi-Asset Manager of the Year and Investment Boutique of the Year. I am very proud of my...

Fund Performance Following the Brexit Vote

Since the referendum, our funds have slipped down the peer group rankings. This does not mean that their absolute performance has been...

Is Multi-Asset a Gimmick?

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. During a break...

The Relevance of Multi-Asset Investing

We all know that the difference between a comfortable retirement and an uncomfortable one is almost too huge to contemplate. And yet you...

Citywire Room 101: What Bothers Me?

Investment: I have a love/hate relationship with my industry. What I love about it is the fact that, as in sport, there is no argument...

A Review of 2015

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. As we approach...

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