Disclaimer
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. This material should be considered as general market commentary.
Most investors have been selling over the past year. This is evident in the widening of discounts across the investment trust sector and the significant outflows seen from open-ended funds. There have been net outflows from investment association funds in each month but one since January. The economic reasons are well-known, and have led to sell-offs in major stock and bond indices as well as rate-sensitive alternative assets. The key question for investors now is: when will the bottom be reached? Maybe we have seen it already? Here, we consider some potential signs that the nadir may be near and discuss how investors should best approach buying back in.
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