Ashes Investment Blog: Funds, runs and the quest for balance
17 Jul 15
As with markets, so with cricket. After the variable bounce infused contest that saw Australia comprehensively beaten in Cardiff, the second test had started much more poorly for England on a road of a pitch at Lords – an indication of just how quickly things can change.
10 – Jimmy Anderson
The spearhead of England’s bowling attack, Anderson is the only English bowler with more than 400 test wickets and, while he is in the sunset of his career remains a formidable opponent. After the series against India, however, some of the on field aggression for which he had become known diminished somewhat, which has endeared him again to neutral cricket fans.
Fund – Old Mutual North American Equity
Like Anderson, US stocks have performed aggressively in recent years and have been the bedrock of many a portfolios’ returns. But, many investors believe the bull market is running out of steam somewhat but given how well it is has performed and the growth still visible in the economy, no one is yet prepared to write it off. The fund has been a consistently strong performer and is top quartile over one, three and five years.
Tags: Investment Strategy | Wealth Management
