Making portfolios great
Welcome to 2017, it's good to be talking to you again. We haven't been in touch since mid-December; not that we would have got a word in, what with the countless column centimetres devoted to all things Trump.
With each passing week I am asked "what do you make of this Trump thing?" The question is asked not with a social or moral response in mind, but rather, what does Trump's presidency mean for investment markets and economic matters? My response is usually short, "I don't know, and neither does anyone." I don't mean to sound rude but my view is, by all means have an opinion on the man, his personality, his hairstyle and his utterings but try not to let that opinion, or anyone else's, spill into your investment thinking.
Your portfolios: Highlights and lowlights
What has been going on since we last spoke?
Below is a collection of thought pieces from your investment team sharing their unique perspective and insights on market and portfolio developments.
to your inbox!
Subscribe to receive
our monthly newsletter