Growth investing

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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Purposeful Portfolios - Long-term growth: Tactical twist to build a solid base

A cautious overall approach combined with a strategy of capitalising on sporadic market volatility has kept the long-term growth portfolio on the rise. 

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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, 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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