Morningstar: Stay disciplined amid the chaos – or lose out on the long term
Panic selling can lead to investors missing out on significant gains, damaging portfolio performance for the long-term, warns Nick Stanhope
Panic selling can lead to investors missing out on significant gains, damaging portfolio performance for the long-term, warns Nick Stanhope
|
|
Only three US equity funds avoided losses in the week following, with small and mid-cap strategies being the worst hit
|
|
These four funds delivered top returns despite having the lowest maximum drawdowns, negative periods and volatility
|
|
S&P 500 rose 9.5% to record its best single day trading since 2008
|
|
There is a growing consensus, including BlackRock’s Larry Fink, that a portfolio split between public equities and bonds is no longer enough in today’s markets
|
|
In panicked markets, the best approach may be a little boring, writes Morningstar CIO Dan Kemp
|
|
China, Japan, India, Vietnam facing highest tariffs
|
|
Investors removed £1.4bn from UK equity funds in February whilst adding £496m to increasingly volatile US funds
|
|
It had the lowest baseline tariff, with US importers being hit with taxes as high as 50% for goods from other nations
|
|
Eight of the top 10 funds for the month were gold and precious metals funds
|
|
Key events for wealth managers in the week beginning 31 March
|
|
Tariffs may not be the harbinger of misfortune that markets are predicting them to be, writes Wes Crill
|
|