Growth investing

Model Portfolios annual review: can rocketing returns go higher in 2020?

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.

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Why value investors could be waiting in vain for a style change

The bounce-back expected by some investors in value companies cant last in a low-growth world, argues James Thomson.

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Model Portfolios update: a value revival, but does it have legs?

As predicted in the previous review, value-oriented strategies top the third-quarter leaderboard of our model portfolio constituents.

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Purposeful Portfolios long-term growth: funds make solid gains despite UK pains

Respectable returns were blunted somewhat by the Brexit dilemma.

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Tactical Asset Allocator: lessons learnt from investing in ‘star’ economies

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.

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Model Portfolios Review: our models are poised for value to have its day in the sun

Growth-oriented funds were the second quarters stellar performers, but our portfolios are well placed for value to come back into fashion.

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Tactical Asset Allocator: China powerhouse offers pocket of opportunity

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.

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Tactical Asset Allocator: India has a future too bright for investors to ignore

Rapid growth and soaring take-up of e-commerce makes the country a captivating prospect.

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Model Portfolios Review: models riding a wave of market resurgence

Money Observer's model portfolios bounced back into the black as stock and bond markets rose in tandem. 

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