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This is not to say, of course, that history is irrelevant – understanding it is vital in informing the investor of what might happen in the future – but it should not be the only consideration.
To that end, we are interested in funds that look to exploit structural growth trends in ways that are less traditional in their approach and where the fundamental drivers looked at are somewhat apart from the broader economic cycle.
Key events for wealth managers in the week beginning 25 November
The label will come into effect on the 27 November
Global climate assets up 6% in first nine months of 2024
Reluctance of platforms to allow for fractional trading means the inclusion of ETFs and trusts within model portfolio services is being constrained
88% of companies globally either raised payouts or maintained their level
Number of women in the industry increases but female representation in the 50-64 age bracket declined, according to inclusion report
