Not all fund managers are the same. They have different philosophies that they invest by.

Whilst enjoying my family holiday in Newcastle I came across the following article that helps to explain the 2 most common styles as well as an insight as to how they perform at various times in the Economic Clock   …… http://genxadvisers.com.au/economic-time-clock/

AXA’s Chief Investment Officer Mark Dutton looks at how the two main contrasting  ‘styles’ of investing – growth and value – are positioned for the next phase of the recovery

To read the article Click  https://adviser.axa.com.au/idc/groups/public/documents/system/axa_006019.pdf

What time is it?

Knowing what to invest in is difficult at the best of times. There is so much information in the media, that often it seems to be conflicting.

A tool called, ‘The Economic Clock’ has been around for a long while and is based on the assertion that the economies of most developed countries move in a regular pattern known as the ‘boom & bust’ cycle.

The economic clock is a composite of individual economic indicators such as interest rates, employment real estate and the share market. The economic clock depicts the sequence of events in an economic cycle that influence the value of the asset classes.

Each event in the cycle tends to be the result of the proceeding economic condition.

While the clock is not fool proof, it does demonstrate indicators to watch out for.

How has the ‘clock’ played out in real life?

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