How does a post-Covid-19 global equity portfolio look? Andrew Pitts suggests BATS with FAANGS and GRANOLAS have a place.
History suggests that now should be an ideal time for investors to drip-feed money into equities – and our medal winners are a great advertisement for the benefits of regular investing. Fiona Hamilton profiles trusts with
Equity values have plummeted as the coronavirus pandemic has resulted in lockdown.
The coronavirus pandemic proved to be the black swan event that broke the longest bull run in history – and derailed our model portfolios.
Money Observer's 12 model investment portfolios returned to form with double-digit growth in 2019. In the annual review, the rocketing portfolios are recast for an uncertain outlook.
The bounce-back expected by some investors in ‘value’ companies can’t last in a low-growth world, argues James Thomson.
As predicted in the previous review, value-oriented strategies top the third-quarter leaderboard of our model portfolio constituents.
Respectable returns were blunted somewhat by the Brexit dilemma.
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.