Investments for a small downturn?

Heedtheadvice

Thanks people for those suggestions.
Can I summarise as follows:
The main consensus (so far) is to buy or convert some to BWM, ASA, Ruffer, PNL or P2P (or lending)?
Also the idea of looking at WhichInvestmentTrust.com website is positive so will have a look at all those. I especially like the idea of an IT or fund that knows what to do with hedging!

Daniel54

Heedtheadvice wrote: »

Thanks people for those suggestions.
Can I summarise as follows:
The main consensus (so far) is to buy or convert some to BWM, ASA, Ruffer, PNL or P2P (or lending)?
Also the idea of looking at WhichInvestmentTrust.com website is positive so will have a look at all those. I especially like the idea of an IT or fund that knows what to do with hedging!

Not sure there is a consensus -more a range of views.

I am of a similar mind to you ,particularly with respect to the US and UK.I also have no wish or need to increase my holdings in cash or fixed interest..

Personally,I have recently taken some profits and increased my percentage holding in absolute return funds.Not a recommendation,but amongst others I am holding the Artemis Strategic Assets fund and also Ruffer Total Return.