Stick or Twist – Time to Sell?

Following a review I advised some clients to undertake risk reduction and profit-taking from their investment and pension portfolios by switching selected amounts from pure equity to cautious risk funds. In response although they were happy with my advice they raised a perfectly reasonable question. Should we wait for a recovery in the equity markets before selling from the equity …

Crying Wolf?

When I came across an article by Jon Cunliffe, Chief Investment Officer of Charles Stanley entitled “Worries over an equity correction are overdone,” my interest was naturally piqued. As many of you are aware I am currently cautious on equities with concerns about stock market indices hitting new highs and the so called “wall of worry,” syndrome. Although I feel …