There were signs in the last quarter of 2018 that the growth/technology stocks that had led the bull market were flagging. However, market momentum remains strong, and global consumer brand companies such as Unilever and Diageo are still loved.
Three UK trust underperformers with very different aims catch the contrarian eye of David Liddell of IpsoFacto Investor.
This sector is flying, but fund managers are not buying. We take a look at whether investment trusts are an indirect way to play the sector.
Few pockets of value remain for a contrarians to exploit. David Liddell sets the scene and suggests three trusts that should prove resilient.
Our contrarian investor has eyed up an underperforming investment trust top-heavy with tobacco stocks, while there's also a bargain to be had in Japan.
When markets are stretched it's tempting to run to cash, but three trusts take contrarian investor David Liddell's eye.
Wait and see is probably best for the UK, but Brexit may have given the eurozone the jolt it needed to pursue further integration.
These diverse trusts with decent yields and trading on discounts catch the eye as contrarian investments.
Fear and panic over China are contrarian indicators, but the two dedicated China-focused trusts take very different approaches.
David Liddell, founder of investment trust advisory service IpsoFacto, assesses the attractions for contrarians of the various asset classes.