Last year was a good one for REITs with the sector outperforming the FTSE All-Share index by around 11% and it looks like there could be further strong returns in 2022.
The investment trust team at Winterflood have just announced their recommendations for the year and these include three specialist vehicles that are worth considering as part of a balanced portfolio.
It is never easy to forecast what is going to happen in the year ahead, but 2022 is likely to be particularly challenging.
In the last six weeks global value has outperformed growth by around ten percent. This really could be the start of something big.
Nick Sudbury runs through the 2021’s top picks and some funds that you would have been better off avoiding.
Monetary policy is finally being tightened, but the markets are not pricing in the full extent of the measures needed to get inflation back under control.
Although not as well-known as its larger stablemate, Scottish Mortgage, Monks provides a great way to gain exposure to Baillie Gifford’s growth disrupters.
Some investment trusts don’t get the attention they deserve with Schroder Asian Total Return being a case in point; its strong track record and element of downside protection making it worth a closer look.
Real assets such as infrastructure are among the best ways to protect yourself against rising inflation with the returns from HICL going up with every increase in prices.
The latest updates from the various fund-of-funds can give some useful pointers as to where the managers are finding value.
