Mark Wright, co-manager of the CF Midas Balanced Growth fund, reveals the evolving themes playing a key role in his portfolio construction.
Amid volatile markets, it can be difficult for investors to spot trends as they evolve before them. Yet it is crucial in the pursuit of long term capital accumulation, as it is these trends that dictate future asset class performance. Below are just a few trends that we have been taking note of and investing accordingly. 1. Financial repression is supportive to equities Unconventional monetary policy by the world’s most influential central banks has created an investment landscape where near zero interest rates have become the new norm. Low interest rates serve not only to ease the int...
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