Four months isn't long enough to judge an asset allocation, but with two portfolios to track from our Christmas special (see Asset Allocation for 2017, 16 December 2016), it is interesting to see which selections of investments have fared best so far this year. Back in December we had another look at two 2016 Investors Chronicle portfolios. One was based on a pessimistic outlook where, due to populist policies, protectionism stifled growth but government spending still led to damaging inflation; and another portfolio was based on an assessment of the investment landscape in autumn 2016. We asked a group of asset managers to offer their opinion, with robo-adviser Nutmeg and Bestinvest suggesting tactical changes to our autumn 2016 portfolios, and SCM Private Capital and Charles Stanley Pan Asset looking at allocations in our pessimistic/populist portfolio.
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