The headlines have been bad, but so far in 2015 the FTSE 100 has shrugged them off, with our 100 biggest companies moving up 4% in the year-to-date. Do investors not read the papers, or is something more subtle going on?
The FTSE 100 Sees Better News Ahead…
VIDEO: One Fool takes a closer look at the FTSE 100 (INDEXFTSE:UKX)
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Published Owain is a magpie of the investing world -- and not because he gets into a flap. Almost any style of investing might suit him, depending on the bigger picture, and he's held all sorts of companies. Paraphrasing Keynes, he says: “When the market changes, I change my mind -- what do you do?”
That said, Owain is usually a buyer of equities, where he prefers lightly geared, modestly rated companies, and is increasingly on the lookout for Buffett-style intangible quality. He aspires to buy-and-hold: his best investment ideas are worth much more than he sold them for. Then again, his worst investment went bust due to management fraud!
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