Do consumer staples deserve a place in portfolios anymore?
Consumer staples are a top allocation within many of the UK’s most popular funds, but the quality of the sector has deteriorated over the past decade
Consumer staples are a top allocation within many of the UK’s most popular funds, but the quality of the sector has deteriorated over the past decade
Stephen Yiu discusses ‘disappointing’ and ‘misguided’ political parties vying for power
The managing partner and CIO explains the fund is not a tech mandate, nor a growth-style fund
Also exited ASML on valuation grounds