The lessons of 2016

15 min Read Published: 31 Dec 2016

As we move into 2017 I have already provided 80-20 Investor members with an insight into where key markets could go. In addition, in the New Year I will update the Best of the Best Selection. However, before we say goodbye to 2016 I want to reveal the important investing lessons that 2016 contained that were obscured and crowded out by the extraordinary headlines.

2016 - annus horribilis?

It may surprise 80-20 Investor members but 2016 has been written off as an annus horribilis by active investment fund managers. In fact according to Morningstar research it was the worst year for UK asset management since 2007. Just 21% of fund houses beat the market in the 11 months to the end of November. This compares with 72% for the year before.

What this shows is the importance of being able to identify those funds (active or passive) that are likely to outperform.

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