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Themes around a recovering Pound – sector selection for the rest of 2016

By Chris Bailey of Financial Orbit | Tuesday 30 August 2016


Disclosure: I own shares in one or more of the stocks mentioned. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.


Over the years I have heard a lot of rubbish about asset allocation – your choices between equities, bonds, ‘alternative investments’ and cash – being an 80%+ determinant of your return as well as the notion that stock picking is futile and we should all save time and money buying a bunch of cheap-as-chips tracker funds.


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