Dear %%first_name%%,
I’m still prepared to bet on a deal between China and the US being had but if you’re getting nervous about a trade war escalation, it’s very understandable. Given a worst-case possibility that the war will continue and get worse, how can you position your portfolio? This is what I explore in my article today.
In our eighth review for 2019, Paul Rickard looks at how our model income and growth portfolios performed in August. Despite easing by around 2.75%, our portfolios are enjoying strong year-to-date returns in excess of 15%.
For those investors super spooked by fears of an escalating trade war between the US and China along with unrest in Hong Kong, a burgeoning global debt mountain and the prospect of economic downturn, one of their very few choices is gold. In his article today, James Dunn says that with none of these factors likely to change soon, gold appears to have plenty of scope for further rises. But what options do you have to invest in this glittering metal?
In Buy, Sell, Hold — What the Brokers Say, for the week ending Friday 30 August 2019, FNArena registered 10 upgrades versus 26 downgrades.
And finally, in our “Hot Stock” today, CMC Markets’ Chief Market Strategist, Michael McCarthy explains why he likes Nearmap (NEA) but doesn’t like Coca-Cola Amatil (CCL).
Also, we have a webinar coming up this Friday, for which you can register here and my new book ‘Join the Rich Club’ is available now here.
Enjoy the read and your week!
Sincerely,
Peter Switzer