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The best and worst moments in 2015’s markets

"One abiding impression I take away from this year is that of conventional wisdom unravelling"

By Andy Davis   January 2016

©Simon Cunningham

Sometime between Christmas and New Year I always sneak an hour or so at my desk to work out how my efforts have turned out over the previous 12 months, and to think about the lessons I should try to remember for the year ahead. With the end of 2015 in sight, it’s already obvious that the imminent reckoning is going to be pretty uncomfortable.

I deliberately restrict myself to relatively few holdings because I don’t have enough time to keep up with the news from…

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