Contrarian investor: a public elf warning

CONTRARIAN

clock

Just days away from the start of the festive season, I was sorely tempted to splash with an exclusive - yes kids, a chat with Mr Santa Claus about his personal investment portfolio.

After tracking him down to a non-descript industrial unit next to Westfield shopping centre, I interviewed the great man about his preference for different asset classes (toy manufacturers bullish, bearish nuclear power) and his take on the likely duration of Operation Twist (two more years until the bottom falls out of the bond market – smart man, Claus). But the grand shaggy dog of winter fun also admitted he did not have much time to constantly monitor his massive investment portfolio – he left that to a bunch of elves in the Swansea-based back office who had in turn employed a very s...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

FCA seeks feedback on stablecoin and crypto policy proposals

FCA seeks feedback on stablecoin and crypto policy proposals

Feedback deadline set at 31 July

Patrick Brusnahan
clock 29 May 2025 • 1 min read
Partner Insight: Debt, deficits, and market resilience: Is your portfolio prepared?

Partner Insight: Debt, deficits, and market resilience: Is your portfolio prepared?

The world is awash in debt. In the US, government borrowing has surged past 100% of GDP, and the fiscal deficit is at a level typically seen in wartime. Other major economies are in similar situations. So, what does this deluge of debt mean for markets?

Orbis Investments
clock 22 May 2025 • 5 min read
Evelyn Partners launches Index MPS range into IFA market

Evelyn Partners launches Index MPS range into IFA market

Five risk-rated portfolios to help cost-conscious investors

Jenna Brown
clock 20 May 2025 • 1 min read