Merryn Somerset Webb reviews our portfolio of investment trusts. What should you buy now, and which laggards should you drop?
By now you’ll have figured out that when I said I would review our investment trust portfolio every six months, I meant it not as a firm forecast but more as ‘forward guidance’. Just as Mark Carney might start to have a think about UK interest rates when unemployment falls to 7%, I start to look at our portfolio every six months. Neither of us promise to actually do anything. That’s why it has been [...]