YTD Performance of Major Indices

The table below shows the performance of main asset classes in the first half of 2014 and the previous 12 months. Property and Long Dated Gilts have been the best performing asset class year till date. Not what the market strategists and forecasters expected!

And those investors who made a tactical move to pile high on Short Dated Bonds due to concerns over the ‘Bond Bubble’  must be feeling a little disappointed right now 🙂

YTD Slide14 - Final


Abraham Okusanya
Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.

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