February 2018

In this month’s PA we examine the potential $1trn of debt Trump’s tax reform could add to the nation’s balance sheet. Who holds US debt and who will buy more? We also consider what it means to be a ‘contrarian’ investor and what constitutes value when it comes to selecting funds. This month’s wealth manager…

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  • In this month’s PA we examine the potential $1trn of debt Trump’s tax reform could add to the nation’s balance sheet. Who holds US debt and who will buy more?
  • We also consider what it means to be a ‘contrarian’ investor and what constitutes value when it comes to selecting funds.
  • This month’s wealth manager profile is James Horniman, partner at James Hambro & Partners, and our featured fund manager is Chelverton’s James Baker.

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