Comment and opinion for retail investors in the UK
Last month I wrote that this was often the time of year for bumpy markets and I was not wrong for 2021.
Issues that are potential headwinds and which have blown up somewhat more briskly in the last few weeks include:
In response to feedback, I have written a new article in the ‘How to” series entitled ‘How to Find the ‘next best thing’ and make rational sell decisions (fund switching) (m)‘
It looks at the process of generating ideas for future or updated investments, probably at the sattelite holding level for many and how to make rational decisions about fund switching.
This is a big subject and maybe that’s why I have not addressed it before. The article is only intended to give you a starting point because I believe this is an aspect of investment management where some aptitude or experience is required. I say that because I think I have got slowly better at it over the years.
As always feedback and questions are welcome.
There be no Midweek Musings this week, but my October Watching Brief will be published very soon!
As Private Fraser used to tell Captain Mainwaring…
I read another piece from Noriel Roubini, the academic economist who shares Fraser’s positive oulook, within a few hours of a news item that explained how the UK government had to cover much larger interest payments due to a change in gilt yields. These 2 items fit together.