Each week "Weekly Digest" focuses on a single investment related topic that is likely to influence your investment portfolio outcomes.
"Weekly Digest" is written by top level investment fund managers and therefore provides clues to the issues that they themselves are addressing in constructing client mandates and portfolios.
The insights provided are invaluable for investors to understand and rationalise the investment world around them.
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The summer solstice, or ‘longest day of the year’, took place in the northern hemisphere just over two weeks ago, putting those of us that live here on a path of gradually shortening days towards winter.
It’s not all bad news: July and August are typically the warmest months in the UK, but after that temperatures will also steadily decline.
It remains to be seen whether, like other airborne viruses, COVID-19 is more infectious in winter, leading to a fresh spike in cases, but in any event we think the world is significantly better prepared for new waves and hence the impact should be smaller.
Therefore, while acknowledging this risk to markets, it has not persuaded us to de-risk the portfolios further.
The equity market analysis documents below present the views of award winning discretionary fund managers Momentum Harmony & TAM Asset Management.
Each of the pdf files provide insight to the fundamentals that each manager considers when constructing client portfolios.
You will discover that the depth and breadth of research each of the fund managers undertake in aligning portfolio risk to that of the fund mandates is extremely extensive and just one of the reasons why such portfolios should be considered as a clients core holding.