As we bid farewell to this portfolio, we reflect on the fortunes of a key theme in the portfolio and flag up macro risks that investors will need to keep an eye on.
Growth-oriented funds were the second quarter’s stellar performers, but our portfolios are well placed for value to come back into fashion.
The US market looks overcooked, while other developed markets as a whole have been under the weather of late. However, Ceri Jones sees a pocket of opportunity.
Rapid growth and soaring take-up of e-commerce makes the country a captivating prospect.
Money Observer's model portfolios bounced back into the black as stock and bond markets rose in tandem.
Easing of trade war tension between the US and China is opening up tempting opportunities for investors.
Whether your goal is income, growth or a bit of both, our model portfolios can be a profitable place to start.
For UK investors, the volatility in the sterling/dollar exchange rate is a major concern. With this in mind, Ceri Jones has hedged the S&P 500 dollar exposure.
Widespread geopolitical uncertainty and the nascent US-China trade war have made remaining pockets of stability compelling propositions.