Commentary Following on from a strong December performance the BOTB had a fantastic January as you can clearly see from the chart below which shows the BOTB versus the average...
Emerging market equities have been shunned by many investors over the last decade, perhaps understandably so. Between January 2010 and January 2020 the S&P 500 rose by 308% while the...
Just as Joe Biden was inaugurated I received an interesting note from Interactive Investor. The email used the hook of Joe Biden being the oldest US President in history as...
Commentary After a tricky November, December proved a strong month for the BOTB as you can clearly see on the chart below which shows the BOTB versus the average sector...
It's been a while since I wrote about the Santa rally phenomenon. In fact I last looked at it back in 2017. But since then we've experienced some extraordinary market...
Commentary 15 funds from November's BOTB retain their place in December's shortlist. The chart below shows what an extraordinary month November turned out to be. As I've explained in my...
The development of a number of COVID-19 vaccines has been a game-changer when it comes to investment markets. In my newsletter titled 'Through the looking-glass' I explained how following Pfizer's...
Last year I produced a piece of research titled 'The Winter Fund Portfolio – exploiting a seasonal trend'. The research was inspired by a recognised phenomenon in investment markets whereby,...
Commentary 20 funds from October's BOTB retain their place in November's shortlist. The average return from the BOTB was flat, after giving up its profits in the second half of...
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