Growth investing

Tactical Asset Allocator: Macro-picture points to US sweet spot

US, UK and emerging market assets remain appealing, but the eurozone’s recent allure has waned somewhat and Russia represents a risk too far, writes Ceri Jones.

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A ‘lost decade’ for value investing: but don’t bank on a comeback

Since the start of the recovery of US stock prices in 2009, growth stocks have been the place to be.  

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How to pick good quality shares at a cheap price

Richard Beddard reveals how he picks companies to buy and hold, preferably forever.

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How our 10 stocks to buy and hold forever have fared

Our July 2017 cover story highlighted 10 shares to buy and hold forever – here’s how they have fared over the past year. 

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Tactical Asset Allocator: US sets pace but risks hard to weigh

The US economy is growing, but slowing jobs growth, higher oil prices and interest rate hikes suggest near-term risk ahead.

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How our investment trust portfolios beat their benchmarks

It is a relief that our trust portfolios held up better than both the FTSE World ex UK index and the FTSE All-Share index over the first quarter of the year.

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Tactical Asset Allocator: The dreaded ‘death cross’ spells more trouble ahead

Investor sentiment for developed markets has weakened, with some major indices displaying the dreaded ‘death cross.

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Tactical Asset Allocator: Will trade wars end the eight-year bull market?

The markets are taking fright at the prospect of a trade war as president Donald Trump prepares to introduce tariffs on aluminium and steel imports, forcing Beijing’s foreign minister Wang Yi to announce that China will respond

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Tactical Asset Allocator: Putting cash to work after market dip

Until the end of January, investors seemed willing to shrug off any number of political and economic storms, everything from the threat of nuclear conflict with North Korea to a potential trade war with China.

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