7 March 2018

Weekly Insights From The FNArena News Desk 05/03/18

What is the most important focus for share market portfolios? Is it growth? Is it disruption?

Most commentators and professional investors have argued the former since the middle of 2016. I have been advocating the latter since 2015.

Maybe it’s not a case of either this or that. Warren Buffett, in his recent annual missive to Berkshire Hathaway shareholders, and to investors across the globe, tried his best to dismiss rather simplistic labeling such as “value” and “growth”. Good investing, Buffett argues, implies both are connected at the hip.

 

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