2025 Q3 Outlooks

Gregoire Sharma
Momentum Global Investment Management Limited
Momentum
Sold some of our UK equities exposure, taking profit from strong performance YTD. Re-allocated to global equities. Reduced our macro HF exposure in favour of Gold. Looking at potentially adding to inflation linkers given attractive real yields.


Explore the different Outlooks

Alex Brandreth
Luna

Andrew Fargus
Vintage

Andrew Johnston
Aspen

Ben Kumar
7IM

Chris Metcalfe
IBOSS

Chris Robinson
Premier Miton

Chris Sutton
Aubrey

Colin Leggett
Collidr

Dan Appleby
Blackfinch Asset Management

Darren Ripton
Aberdeen
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David Aujla
Invesco

David Hood
RBC Brewin Dolphin

Dr Bevan Blair
One Four Nine

Edward Lloyd
Sarasin & Partners

Emily Thomas-Adderson
Apollo

Eren Osman
Arbuthnot Latham

Gregoire Sharma
Momentum

Helen Bradshaw
Quilter

Hoshang Daroga
Elston

Hugo Thompson
BlackRock

Jack Byerley
Verso

James Burns
Evelyn Partners

James Flintoft
AJ Bell

James Giblin
L&G

Jasper Thornton-Boelman
Parmenion

Julian Menges
Casterbridge

Laurence Boyle
MAIA

Laurentius van den Worm
Timeline

Liam Goodbrand
Charlotte Square

Luke Parsons
M&G

Matthew Hinman
London Tyne

Matthew Strachan
Thorntons

Olivia Geldenhuys
Tatton
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Phil Wellington
PortfolioMetrix

Raj Manon
Marlborough

Raymond Backreedy
Sparrows Capital

Richard Bonnor-Moris
Rivers Capital

Robert Hale
Meon Capital

Robin Perry
Bordier

Ross McKnight
City Asset Management

Ryan Paterson
Schroders

Saftar Sarwar
Binary Capital

Scott Mordrick
Barras

Simon Doherty
Quilter Cheviot

Stacey Ash
Rockhold

Tom McGrath
8am Global


