Portfolios Share Class A, B & C D E H I J L R Momentum Harmony Portfolios Global Balanced USD A, B & C D E H Global Balanced GBP (Hedged) E Global Balanced AUD (Hedged) E Global Balanced JPY E Global Growth USD A, B & C D E
The defining global macro theme was the inflationary energy shock caused by geopolitical tensions, which delayed expected monetary easing across many major economies. Download PDF
Surging oil prices, shipping disruption, and renewed inflation fears set the tone for equities, bonds, currencies, and global rate expectations. Download PDF
Middle East conflict triggers global oil shock, accelerating inflation pressures and weakening growth outlook across all major economies. Download PDF
7% income plus growth from $1 Billion AUM plus Top Quartile Global Equity Fund! _______ Download Momentum GF Global Equity Fund PDF Download Momentum GF Global Equity Fund Proposal PDF
By anyone’s standards the first three months of 2026 have been an extraordinary roller coaster of geopolitical posturing and market volatility. For all the headlines, one might be surprised that global equities were ‘only’ down 3.5% for the period, and US treasuries were flat. Were you not looking under the
The first quarter of 2026 marked a notable shift from the relatively supportive conditions seen through much of 2025. Markets entered the year with optimism, underpinned by easing monetary policy, improving global manufacturing data, and resilient corporate earnings. However, this constructive backdrop was increasingly challenged - and ultimately overshadowed -
Here is the NDL Fund Insight for April 2026. Download PDF
Global markets were dominated by a geopolitical energy shock from the US–Iran conflict, driving inflation risks, growth downgrades, and volatility, temporarily offset by a ceasefire-triggered risk rally, but leaving a fragile and uncertain macro outlook. Download PDF