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.
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.