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Passive portfolios hold equity and bond tracker funds on a buy and hold basis to seek capital growth at a low cost.
Growth portfolios hold a blend of active and passive equity and bond assets on a buy and hold basis to seek capital growth.
Guardian portfolios hold low-cost equity and bond assets to capture upside growth and aim to manage volatility to protect portfolio values from downside losses.
Fusion portfolios hold a combination of passive and active funds to capture upside growth and aim to protect portfolio values from downside losses.
Green Path portfolios hold equity and bond assets to take a positive approach to responsible investment.
Heritage portfolios hold actively managed investment trusts to gain greater capital growth over the longer term.
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We see global growth slowing as this prolonged business cycle keeps running. The US continues to outperform other markets with emerging markets and Asia being supported by the recent fiscal and monetary stimulus in China. Global monetary policy is expected…
While we were compiling the research for our 30th Edition portfolios last November, we were concerned about several factors that were unsettling world markets. On the back of some outstanding growth figures for 2018, Jerome Powell the Chairman of the…
There are ongoing concerns about the likelihood of a global recession due to the length of this bull run, slowing economic growth and high levels of global debt. However, looking forward there is cause for some cautious optimism. The price…
On 22nd March, the US Treasury yield curve inverted, causing concern in financial markets and acting as a warning to investors. Th is movement could imply that US bond market investors believe that the Fed made a policy error by…
President Trump changed the tone and direction of the on-going US China trade negotiations when he accused China of reneging on the terms of the draft trade agreement. In doing so he quickly reinstated a 25% tariff on US$200bn of…
The US economy has delivered strong growth in Q1 with annual GDP growth hitting 3.2% which is well above the expected forecasts with some analysts predicting only 2% growth. These lower growth predictions were due to the long government shut…
Against a backdrop of prolonged uncertainty over Brexit, the UK economy still expanded in Q1 by 0.5% as nearly all major sectors added to national GDP growth. UK GDP grew by 2% year-on-year despite the distractions. Business investment has fallen…
There are concerns about the growth prospect for the Eurozone as the region delivered a disappointing performance in 2018. The Eurozone ended the year with a GDP growth rate of 1.8% the lowest for 4 years. This was driven by…
There are concerns that if Europe falls into a recessionary phase, the European Central Bank (ECB) may not have the firepower to support the economy to the extent it may need to. The ECB shut down its QE bond purchasing…
