Striking the right balance

Professional Adviser
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With the Nasdaq and other markets with a high weighting in technology stocks halving since their pea...

With the Nasdaq and other markets with a high weighting in technology stocks halving since their peak last March, it seems an appropriate time to revisit the debate on whether investing in stock markets is best seen from a geographic or thematic standpoint. There always have been, and always will be, underlying themes for investors to latch on to, although it was not until last year that the industry's marketing machine moved into overdrive in its promotion of sector funds. At Premier, we have been managing unit trusts that invest in other collective investment schemes since 1995...

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