I have never quite understood why January is such an important month.
Perhaps it is because investment professionals need some ‘signal’ date to review their clients’ portfolios and strategy. Maybe it is the weight of all those research reports thudding onto fund managers’ desks. Or maybe it is the legendary January effect, whereby riskier, smaller-cap stocks seem to do better, partly because of all those end-of-year, tax-motivated sell-offs? Whatever the reason, now seems to be the time to partake in some New Year soul-searching, prompting the inevitable question: what to buy and sell this year? Here is my list of consensus-based investment trades in no pa...
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