The Best and Worst Performing Assets of 2017

Of the regular 39 assets in our sample, a very impressive 38 finished with a positive total return in USD terms and 36 did so in local currency terms.

The S&P 500 (+21.8%) ended the year with a positive return in every month – the first time this has ever happened in the 90 years of monthly data.

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The Value of Insurance

Insurance, in everyday life, is well understood. Simplistically, it’s something that you and I buy to protect ourselves from losing money in the event of a bad outcome. But when it comes to investments, we would argue that portfolio insurance is often overlooked.

Richard Stutley (CFA) of Momentum Global Investment Management, one of our UK regulated, discretionary fund managers, shares his view. Click here to view.