Seismic or Temporary Shifts?

One of the most interesting aspects of my job is to produce updated portfolio valuation statements for my clients’ investments. Sometimes it makes good reading, other times not. In my report I compare the figures with previous valuations, typically undertaken six months’ earlier. Aside from the change to the total figure it is very instructive to see investment trends i.e. …

Will Downbeat Sectors Re-Rate?

A notable feature in the investment markets in the last year or two has been the significant differential performance of various equity sectors. A recent example of this was highlighted for me in a report to clients holding specialist funds. The one year returns to 1/11/13 (Source: Morningstar) were: Baring German Growth                             38.0% Blackrock Gold & General                       -43.5% …