Investment Trusts Portfolio, Brexit, Trump etc.
Dec 12, 2016 21:57:35 GMT 7
rgs2001uk and AyG like this
Post by Fletchsmile on Dec 12, 2016 21:57:35 GMT 7
Article from Investors Chronicle on Brexit, Trump etc and changes they have made to the investment trust portfolios they run to position from impacts
Also worth a quick look how they structure 2 investment trust portfolios: one for income and one for growth, and which ITs they use
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The 'tyranny of the masses' fills the policy void
Regular readers will know this column has long believed policymakers would struggle when trying to foster economic growth. With little left in their policy armoury, central bankers have become increasingly irritated at what they see as government inaction in helping to stimulate growth. Into this void has stepped the electorate. Brexit and the election of Donald Trump will, in their different ways, lead to a sufficiently meaningful stimulus in both countries from which well-placed investors could benefit.
contd...
www.investorschronicle.co.uk/2016/12/08/funds-and-etfs/investment-trusts/the-tyranny-of-the-masses-fills-the-policy-void-8IPPdE9ocseSIMHM1qJPcL/article.html?utm_campaign=ICDailyEmail_2013&utm_source=emailCampaign&utm_medium=email&utm_content=
Also worth a quick look how they structure 2 investment trust portfolios: one for income and one for growth, and which ITs they use
============================================
The 'tyranny of the masses' fills the policy void
Regular readers will know this column has long believed policymakers would struggle when trying to foster economic growth. With little left in their policy armoury, central bankers have become increasingly irritated at what they see as government inaction in helping to stimulate growth. Into this void has stepped the electorate. Brexit and the election of Donald Trump will, in their different ways, lead to a sufficiently meaningful stimulus in both countries from which well-placed investors could benefit.
contd...
www.investorschronicle.co.uk/2016/12/08/funds-and-etfs/investment-trusts/the-tyranny-of-the-masses-fills-the-policy-void-8IPPdE9ocseSIMHM1qJPcL/article.html?utm_campaign=ICDailyEmail_2013&utm_source=emailCampaign&utm_medium=email&utm_content=
