Damn the rule we built into this column precluding me from buying funds I recommend for 30 days lest my ramblings move the Dow or the trillion-dollar bond market. I mean, as if. While I’m delighted that readers may have enjoyed their equity and fixed income returns over the past month, can prices fall again please until I’m set myself?
Kidding. And who knows which way markets are heading? We’re only a fortnight into the year and are not inane tennis pundits extrapolating the “vital opening game”. Plus I need some time to ponder the rump of cash I want to put to work. Once I’ve overcome the bureaucratic forces of evil trying to stop me transferring it into a self-invested personal pension (Sipp), I said last week that I’m keen on a sector fund.
This prompted hundreds of emails asking, why a sector? Readers have suggested a few thematic ideas instead, which is…
