Last month’s column explained why the portfolios retained their ‘growth’ focus while recognising the importance of rebalancing holdings that had become outsized. In suggesting such a discipline also allowed the channelling of monies into contrarian opportunities, it briefly touched on examples including commodities, smaller companies, commercial property and the UK market – the latter being one of the more attractive, particularly as the key factor most likely holding it back is about to be resolved.
Join our community of smart investors
- Comprehensive companies coverage
- Actionable commentary, ideas and portfolios
- Tools and data to help you manage and track investments
- Help managing your portfolio