Hello Everyone,
Here is a link to the December newsletter.
After a disappointing August, September, and October, it was great to see most stock markets around the world making gains in November and a few have gone on to set new all-time highs.
Our latest sector analysis is also much more encouraging with most sectors now showing gains over the last four weeks.
Both portfolios are ahead of where they were this time last month but are still mainly invested in the Safe Haven funds. However, we have started reducing the overall amount of cash that we are holding. If the current recovery continues then we will carry on increasing our exposure to the equity markets.
As always, I hope that you enjoy this month’s newsletter and I look forward to hearing any feedback.
I wish you a very merry Christmas and a Happy New Year.
After a disappointing August, September, and October, it was great to see most stock markets around the world making gains in November and a few have gone on to set new all-time highs.
Our latest sector analysis is also much more encouraging with most sectors now showing gains over the last four weeks.
Both portfolios are ahead of where they were this time last month but are still mainly invested in the Safe Haven funds. However, we have started reducing the overall amount of cash that we are holding. If the current recovery continues then we will carry on increasing our exposure to the equity markets.
As always, I hope that you enjoy this month’s newsletter and I look forward to hearing any feedback.
I wish you a very merry Christmas and a Happy New Year.
Kind regards and best wishes,
Richard Webb
Managing Director
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