The Financial Outlook for Personal Investors: What should investors do in these markets?

Russ Mould of A J Bell is slightly puzzled by some of the market reaction to the UK mini-budget, given how little debt, relatively speaking, is being added to the whole, though realising how poorly it was presenting. He thinks investors should get rid of anything causing discomfort in their portfolios as that discomfort could get much greater. He offers advice on the sort of stocks investors should be holding and, for reasons of diversification, wonders if short-term bonds might be worthwhile. But if there's a big shakedown, he says, then bargains will appear.