Looking to large-cap growth

When reviewing funds for 2007 there are two approaches to adopt. The first is looking at past performance and ensuring the funds selected have quality of management, consistency of performance and a clear indication of how the investment style influenced fund performance. The second approach requires us to consider what will drive this equity market over the coming 12 months. With a well documented expectation for the US economy to move into a period of slower growth and the Federal Reserve fund rate to start reducing, Williams de Broë's favoured investment style for the next year is large...