Over the past year holding a cash position in your portfolio has been a shrewd and profitable move as bonds and equities have struggled. As you will know my own...
Last year I updated a piece of research titled 'The Winter Fund Portfolio 2021 – exploiting a seasonal trend', as I do every year. The research was inspired by a...
Commentary Of the 30 funds in October's BOTB, 16 funds have retained their place in November's selection after another strong monthly performance relative to its benchmarks. The chart below shows...
2022 has been an incredibly difficult year for investors. At the start of the year I wrote a research piece about the diversification dilemma, which looked at what we could...
Commentary Of the 30 funds in September's BOTB, 16 funds have retained their place in October's selection after another strong monthly performance relative to its benchmarks. The chart below shows...
On Monday a Financial Times headline asked the question "Is Britain now in a full blown economic crisis?". It was in response to the carnage we've experienced in investment markets...
In recent newsletters I've written extensively about the important role that the US dollar plays in determining price moves across a range of assets. I summarised this succinctly in my...
Commentary Of the 30 funds in August's BOTB, 20 funds have retained their place in September's selection after a very strong monthly performance. The chart below shows the average performance...
UPDATE August 2022: I have now updated the stress test tool to take into account a new scenario, as described in full at the foot of this article. The new...
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