Beyond the noise: dealing with complex markets

Unpredictable markets have forced a reappraisal of some of the investment themes of the past few years, and a reminder to investors of some neglected investment disciplines.

A swallow on a telephone wire

Bruce Stout, Martin Connaghan and Samantha Fitzpatrick, Investment Managers, Murray International Trust PLC

  • The unpredictable markets since the start of the year have forced a reappraisal of some recent investment themes
  • Labels such as value, growth or quality are inadequate for investment decision-making
  • Diversification and a focus on real assets are likely to be important in an environment of high inflation and rising interest rates.

Subscribe to MoneyWeek

Subscribe to MoneyWeek today and get your first six magazine issues absolutely FREE

Get 6 issues free
https://cdn.mos.cms.futurecdn.net/flexiimages/mw70aro6gl1676370748.jpg

Sign up to Money Morning

Don't miss the latest investment and personal finances news, market analysis, plus money-saving tips with our free twice-daily newsletter

Don't miss the latest investment and personal finances news, market analysis, plus money-saving tips with our free twice-daily newsletter

Sign up
MoneyWeek

MoneyWeek is written by a team of experienced and award-winning journalists, plus expert columnists. As well as daily digital news and features, MoneyWeek also publishes a weekly magazine, covering investing and personal finance. From share tips, pensions, gold to practical investment tips - we provide a round-up to help you make money and keep it.