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...
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...
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