Assets held in consistently underperforming 'dog' funds have surged to £54.6bn, the highest level on record, up from £33.6bn six years ago.
In the latest Spot the Dog report from online investment service Bestinvest, the number of 'dog' funds now stands at 111, a 91% increase from the 58 underperforming funds outed in August and a four-fold...
Bond investors spent most of last year transitioning towards a more fundamentally driven approach to selecting assets.
There is something strange going on in Europe according to some commentators - the market has rallied aggressively post the trade war-induced sell-off in the fourth quarter of 2018.
We expect to see continued market volatility and macroeconomic uncertainty in the UK throughout 2019, not least due to Brexit.
US stocks had a turbulent last quarter in 2018 and have been somewhat volatile since the start of this year.
While we are stock-pickers, we do not ignore the business cycle; analysing it helps us determine when to allocate capital to certain companies.