Contrarian investor

Contrarian Investor: Three trusts for value in an overvalued world

Few pockets of value remain for contrarians to exploit. David Liddell suggests three trusts that should prove resilient.

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Two investment trust discount opportunities

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.

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Three contrarian trusts on tasty discounts

When markets are stretched it's tempting to run to cash, but three trusts take contrarian investor David Liddell's eye.

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Three trusts for contrarians once the Brexit dust settles

In a world gone apparently mad after the UK vote to leave the EU in June, one might have thought contrarianism would be easy; one just has to stay sane.

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Three income-focused trusts for contrarian investors

Few investors can have expected the stock market carnage that unfolded in January to have occurred so early. Traditionally, January is quite a positive month.

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How to play China

China presents something of a conundrum for the contrarian investor - and probably for everyone else.

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Which asset classes are currently out of favour?

What is the contrarian play at the moment? To answer this, we need to know what the consensus is saying - and this is not necessarily obvious, at least as regards asset classes.

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Asset allocation: when will be the time to buy back into gilts?

Taking account of valuation, economic prospects and political stability, the UK market looks a decent bet, says Ipsofacto's David Liddell.

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Asset allocation: should investors be fearful of records?

It is perhaps not terribly insightful to say there is a bullish outcome, a bearish outcome and somewhere in between.

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