Mirrors strategy offered since 2017
Familiarity matters at times of volatility, manager argues
Never catch a falling knife. Helpful health and safety advice but, in an equity market context, does the idea of not buying shares in companies that have seen a material price decline really help one make money over the long term?
Focus should be on reliability of income, report argues
Re-escalation of trade war tensions could feed end-of-cycle concerns
Political risk and volatile markets still affect choices
AUM settles at £13.8bn from September's £14.7bn peak
The 'Europe is going Japanese' fear has driven a big re-rating and outperformance of growth stocks relative to value year to date.
Fed moves, polarised politics and a "tech cold war"