Professional Wealth Managementt

By PWM Editor

“October saw exceptional moves in almost all asset classes. Much has been written, and we have little to add bar highlighting a good relative month for fund selection. Notable amongst relative performers were new addition Morant Wright Japan and recently increased government debt fund Thames River Global Bond. We used volatile conditions to nip and tuck the portfolio, trimming the UK via Rensburg, taking a little out of each European fund, adding Neptune US Opportunities. We remain cautious strategically, tactically we need to be aware.”

 

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