Exploring the future of investment with the thoughts of today
Will 2019 be the year the US finally decides to repair its crumbling infrastructure? Probably not. Nevertheless, in the Asset Allocation team we have bought a basket of stocks that are exposed to US public infrastructure spending. Confused? Let me explain.
The falls in the share prices of several high profile technology stocks certainly caught the attention of momentum investors in the fourth quarter of 2018. But how should we view this in the context of history? And what would the late, great, Notorious B.I.G. have to say about it all?