Justin Thomson and his colleagues have consistently bested their benchmarks by taking risks in individual security selection, while playing it safe with allocations across countries and sectors.
Financial sector funds attracted biggest inflows last week as investors respond to likelihood of December rate hike.
Talk of a Fed rate hike and new tax plan in the United States is muddying the rest of 2017.
European politics and a strong U.S. economy are pushing investors to look for growth in emerging and frontier markets.
Europe’s changing political landscape and the U.S. Federal Reserve pushed investors toward emerging markets last week.
It’s not clear that investors must pluck the next Facebook or Amazon to succeed at picking stocks. Perhaps there are more promising places to hunt.
Historical data undercut these rules of thumb.