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Portfolio

Don’t sell your long duration bonds

The major source of bond returns have come from coupons, not capital gains over the past seven years. ETF Securities expects a gradual flattening of the US Treasury yield curve, providing grounds for holding long duration bonds.

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The UK to enter the economic doldrums

A combination of weaker loan growth, sterling weakness, squeezed corporate margins and negative real wages are likely to push the UK into a period of very low growth in the coming year. UK corporates have seen a substantial deterioration in interest cover, and falling earnings caused by a weakening economy are likely to exacerbate the deteriorating economic growth outlook.

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Five reasons to keep faith in the US

Amid fears of an overheated market and uncertainty around Trump’s presidency, Mark Sherlock, Lead Portfolio Manager of the Hermes US SMID Equity Fund, believes there are still great investment opportunities to be found in the US small and midcap space.

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