SmarterInsight™ is written, as usual, by Tim Hale an investment expert who frequently informs our investment committee.
Readers of this note could be forgiven for thinking that the world in general, and the UK specifically, is in a right old state. There’s certainly lots to be thinking about – Trump’s belligerence, China’s debt mountain, Putin’s malevolence, not forgetting Brexit and the prospect of a far-left leaning Labour Government. This inevitably leads to understandable concern for what this all means for investment portfolios. This note seeks to reassure the reader that well-structured portfolios are capable of riding out any storm.