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.
11 – Mitchell Starc
Starc’s pace and swing make him an exciting bowler but injury has continued to hold back his progress, but when on song, he is impossible to ignore and nigh impossible to play.
Fund – Baillie Gifford Japanese Fund
While Japanese stocks haven’t historically been known for their pace, the move upwards seen over the last 18 months or so has been significant. But, with 20 years of deflation a very recent memory as well as significant cultural and demographic issues, the possibility of injury to the recovery remain high. If managed correctly, however, the returns could continue to be considerable.
Tags: Investment Strategy | Wealth Management
