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...
While the pandemic has negatively impacted the earnings of the majority of companies there are those looking to profit from COVID-19. Hundreds of companies and research centres worldwide are racing...
One of the biggest risks for US equities, and to a certain extent global investment markets, is the outcome of the impending US election in November. In this month’s Chatterbox...
Commentary August’s BOTB once again has a familiar air about it with 22 funds from July’s BOTB retaining their place. Once again it demonstrates the resilience and performance of the...
Precious metals, gold and silver, have been grabbing a lot of headlines of late. The price of gold, for example, has rallied more than 35% year to date as shown...
I'm fundamentally opposed to buying and holding actively managed funds for the long-term as you are more likely to make more money by regularly reviewing them. However, I understand that...
Commentary July's BOTB looks almost the same as June's with 26 funds the same. This is one of the most consistent transitions between consecutive months on the BOTB. It again...
One of the most frequent questions I receive on 80-20 Investor is what asset mix should you follow? Which sectors should people invest in and in what proportions? Of course...
The first half of 2020 has been unforgettable. We've experienced one of the most aggressive and steepest declines into a bear market in history followed by one of the strongest...
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