In this Collection... First published on 15th Jul 2016
A lot has changed in markets this year; commodity prices have rallied, the big banks’ share prices have all fallen > 10%, Britain has voted to leave the EU, the Chinese Yuan has fallen in value, and political uncertainty has increased around the developed world. Changes in market conditions usually lead to changes in portfolio make-up, so we asked some of our regular contributors what changes they’ve been making to their portfolio, and why. Matt Haupt tells us about a recently listed small-cap with a bright future, Justin Braitling shares an undervalued French media conglomerate with some unique assets, and Prasad Patkar explains why they’ve recently sold down three stocks in their portfolio.
