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80-20 Articles

80-20 Investor Best of the Best Selection - July 2026 Update

By Damien Fahy
7 min Read 03 Jul 2026
Commentary June saw equity markets endure bouts of volatility, driven by a combination of growing AI exhaustion, unexpectedly hawkish interest...

80-20 Articles

80-20 Investor Best of the Best Selection - June 2026 Update

By Damien Fahy
8 min Read 06 Jun 2026
Commentary May saw equity markets continue their rebound from the lows in March, following the outbreak of the war in...

80-20 Articles

Summer portfolio (and Sell in May) - update 2026

By Damien Fahy
4 min Read 15 May 2026
I first wrote about the "Sell in May" phenomenon a decade ago in 2016  in my article "Should you sell...

80-20 Articles

Funds for stagflation

By Damien Fahy
5 min Read 25 Aug 2021
Stagflation - a portmanteau of the terms “stagnant” and “inflation” - refers to an economic pattern when inflation is high or increasing despite high unemployment and slow economic growth. After...

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