Commentary For UK investors once again the biggest influence on fund and portfolio returns over the last month was the sudden strengthening of the pound. Over the course of the...
There is a recognised phenomenon in investment markets whereby, according to the Stock Market Almanac, the 1st November marks "the start of the strong six-month period of the year for...
Since the Brexit referendum back in 2016 the pound has tumbled in value, by as much as 18.4% as shown in the chart below (click to enlarge). The chart shows...
Commentary As explained in this month’s newsletter the market narrative was turned on its head at the start of September. Assets and equity sectors that performed well in August struggled...
Commentary As explained in the latest monthly newsletter and my latest portfolio update, the big winners in August were those funds benefiting from a macro theme of slowing global economic...
UPDATE AUGUST 2019: I have now updated the stress test tool to take into account three new scenarios, as described in full at the foot of this article. These new...
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 As explained in the latest monthly newsletter, the biggest driver of returns for UK investors during July was the weakness of the pound. As a result, the BOTB performed...
Whenever the stock market hits a new all-time high investors and analysts become increasingly concerned about the increased likelihood of a correction (a 10% fall). But are these fears unfounded?...
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