The markets' positive start to the year resumed last week, with the S&P 500 index finally succeeding this week in breaching its 200-day moving average, which other important indices have also done, although the technical signal in the case of the US market still needs to be confirmed. This next interest rate decision from the Federal Reserve will provide just such an imminent test. Discipline therefore forces me to consider the possibility that my thesis could be wrong and the outlook for equities has improved markedly. Stuart's latest profile meanwhile is of the newcomer Foresight Sustai...
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Growth portfolio review In normal times the Money Makers portfolios are designed as buy and hold portfolios for the medium to longer term, so their make up tends to change little from one year to the next. However this time around I think a change in strategy is called for. Having decided back in 2009-10 that low interest rates and financial repression were here to stay, I was happy to let the long duration trusts in the growth portfolio, the oldest of the four, continue to compound merrily away for years without much need to rebalance from year to year. In the new climate however, for a varie...
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