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Income portfolio: an update on share picks for dividend growth

Overall our income stocks are ahead of the market and the laggards should make up ground

Dollar was king in March but beware reversals

Portfolios must balance crash protection and long-term real returns

How to ‘de-fuzz’ investment decisions in volatile markets

In a world of incomplete information the degree of truth is key to successful choices

Multi-asset portfolios in the fog of war

We trust our strategies but some tactical asset allocation signals are worth questioning

Agile investment portfolios for high uncertainty

Geopolitical ructions and whipsaw markets are a challenge for investors

Is the gold sell-off a buying opportunity?

The yellow metal’s dramatic price reversal reminds us of the risks, but there are smart ways to build a holding

Trust in shares and ditch the dollar (for now)

Our asset allocations continue to do well versus benchmarks

How our income portfolio is doing heading into 2026

Alpha portfolio makes a decent start to life despite some disappointments

Yen ‘carry’ trade is something for investors to fret over

We discuss updates to our successful multi-asset portfolios

October surge lifts our portfolios

Stocks and the dollar rise to boost our Alpha tactical asset allocations