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...
Periodically I review global stock markets to see which offer good value based on historical data. The last time I did this was in October 2021 which, with the benefit...
Commentary Of the 30 funds in July's BOTB, 15 funds have retained their place in August's selection. This follows on from the previous month when 19 funds retained their place....
This research article is split into two parts. In Part 1 I look at the performance of the Perfect portfolios over the first half of 2022 and in Part 2...
Commentary Of the 30 funds in June's BOTB, 19 funds have retained their place in July's selection. This follows on from the previous month when 21 funds retained their place....
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