How have they performed?
Compounding the gloomy outlook among investors is the ratcheting up of event risk. Brexit is looming largest, driving down sterling and threatening a period of sustained instability.
Signs of price stabilisation
To focus on flexible equities strategies
Equities already entered a bear market
Increased weighting by 50% in four months
In the penultimate video of our series, Eclectica founder Hugh Hendry explains why the team does not fear being wrong when making calls for the portfolio.
Reduced number of stocks to increase conviction