This seems a good moment to review how the various Money Makers portfolios are performing. I say a good moment because having been very cautious at the start of the year there are some signs that sentiment has taken a turn for the better in the last two weeks; bond yields have stabilised and are down from their peak, while equity markets have rallied somewhat. Gold meanwhile continues to range sideways. Commodities and specialist alternative asset trusts have been the standout strong performers this year. Could this be a turning point of some duration? Short answer: it is possible, but I am a...
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