In June 2016, immediately before the Brexit referendum, a curious thing happened.
AUM has grown to $2bn in a year
The US retail sector is struggling. This may seem strange, given the US economy is strengthening and consumer confidence is rising.
When investments deliver double-digit returns within a year, it is normal for investors to pause for breath and reassess the original investment thesis.
Pair of bond funds launched last year
Managed by Simon Bond
Seeing stretched valuations in bonds
Barometer measures 97 UK portfolios