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...
Long-time 80-20 Investor members will know I am always keen to hear your research ideas as they can be fantastic fodder for future articles. In September's Chatterbox a member asked...
Commentary 21 funds from September's BOTB retain their place in October's shortlist. The average return from the BOTB for the month of September was 1.04%. Comparable professionally managed multi-asset funds...
It's been quite some time since I've written about ethical investment funds. In fact, it's almost four years since I wrote the research article Are ethical funds any good? The...
If you have been reading my weekly and monthly investment notes you will be all too aware of the competing narratives that are influencing markets. Whether it be hopes of...
Commentary 18 funds from August's BOTB retain their place in September's shortlist. The average return from the BOTB for the month of August was 1.4% which again is a good...
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