Growth investing

Tactical Asset Allocator: opportunities for dip buyers after October sell-off

The reversal of the sudden technology stock slide that sank stock markets in early October should help revive equity and bond values.

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Model Portfolio Review: UK’s troubles call for change of direction

The unloved UK market continued to underwhelm in the third quarter, prompting a rethink for some of our model portfolios. 

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Tactical Asset Allocator: a contrarian bull in the China shop

Where could investors find refuge, as fear grows that US interest rates will rise too quickly and that the October sell-off marks the start of the next crisis? Ceri Jones writes

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Tactical Asset Allocator: safe place to gain from US growth

Turkey’s crisis and fears of wider emerging markets contagion may be overdone, but the global risks flowing from higher interest rates are very real.

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Tactical Asset Allocator: trade war taking toll on sentiment

The imposition by the US of hefty tariffs on Chinese goods has sparked an alarming spiral of trade strife that has serious implications for asset allocators.

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Model Portfolio Review: Growth stocks propel models back to black

As global markets continue upwards, all of our models are back in the black, so we are banking some profits and adding a few new faces.

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Nick Train: digital is more important than ‘value’ or ‘growth’

Nick Train says working out which companies will survive digital disruption is the most important call for managers.

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Investing in a country-specific fund – the risks and rewards

Tom Bailey considers what investors need to look out for in emerging and frontier market funds that invest in one country – and how to ride out the expected volatility.

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