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.
8 – Moeen Ali
Brought into the side as a batsman that could bowl a bit, Ali has slowly shaped himself into the country’s main spin option, while keeping his batting in good nick, which is why I think he pips Australia’s tweaker to the spinners berth.
Fund – FP Crux European Special Situations Fund
Richard Pease’s decision to take the fund he had been running at Henderson and move it in its entirety to a boutique is, at a stretch, rather similar to the situation in which the English selectors found themselves as Ali’s bowling has continued to improve – exactly the same player but suddenly a new nimbleness.
And, to push the metaphor to breaking point, if any market has seen investors in a spin in recent months over exactly what the best move is, it has been Europe.
Tags: Investment Strategy | Wealth Management
