Is the FTSE 100 a classic cyclical play or a quality stock lover's nirvana? The index is seen by many as an overly cyclical index, which is dependent on interest rates and oil prices, but the contrarian investor might take a different view.
The FTSE 100 arguably boasts a world class collection of quality stocks, with relatively low levels of volatility and decent returns. I recently analysed five classic quality stocks (Reckitt, BAT,...
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Why the traditional approach of combining bonds and equities is not the best way to improve risk-adjusted returns
Partner Insight: The way in which bonds have been so successfully combined with equities in the past 35 years has been contingent on them delivering high returns in periods of equity market stress. Yet in half of the 20-year periods over the past 120...