The specialist healthcare and biotech investment trusts have been one of the best performing areas of the market during the pandemic and have delivered excellent long-term returns.
How you plan for and react to extreme events like the recent sell-off will go a long way towards determining the sort of long-term returns you are going to make, writes Nick Sudbury.
Infrastructure is a defensive type of holding that is well-placed to protect its dividends, writes Nick Sudbury.
The flight to safety has sent high-yield bond prices plummeting, but the market may well have over reacted.
A whole raft of UK companies have announced dividend cuts in the last few weeks and this will have a knock on effect on the income paid out by the funds that invest in them.
The new manager of Edinburgh Investment Trust has just finished transitioning the fund and the timing could mean that he has the perfect portfolio to get through the crisis.
The Smithson Investment Trust has held up better than many other equity funds because of its quality bias and focus on strong balance sheets.
At times of extreme market stress it is the funds that hold reliable protection such as options that have the best chance of safeguarding your capital.
There will inevitably be a bit more downside to come in the energy space, but it is worth watching closely as the opportunities will not be far off, writes Nick Sudbury.
It has been a brutal start to the year with the coronavirus taking its toll on the markets, but it is at times like this when the more defensive funds should earn their keep.