Approximately 2.4% of funds have achieved consistent top-quartile gains over the last decade to the end of Q4 2019, according to BMO Global Asset Management (GAM)’s latest Fund Watch Survey, while a further 13.4% managed to generate above-average returns regularly over the time period.
The survey, which is a review of the 12 major market sectors, divided the decade into three consecutive 12-month periods, filtering out those that have consistently achieved above-average returns. It...
Revisiting the portfolio debate
US labour market key to recovery following Covid-19 impact
In the decade or so following the global financial crisis, inflation in much - if not all - of the developed world has been very low indeed, writes James Klempster, who explores why inflation-proofing portfolios is so important...
Charlton House Wealth Management
Woman of the year – investment advice
It’s The Pro Adviser Podcast
£5m lost to fraud between February and June