UPDATE April 2023: 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...
The failure of SVB and the subsequent crash in banking stocks sent shockwaves through the global banking sector as explained in my newsletters titled "Banking blow-up" and "That escalated quickly"....
Commentary Of the 30 funds in February's BOTB, 18 funds have retained their place in March's selection. The chart below shows the average performance of the BOTB during February (the...
Commentary Of the 30 funds in January's BOTB, 19 funds have retained their place in February's selection. The chart below shows the average performance of the BOTB during January (the...
The fund management industry promotes the idea of buying and holding actively managed funds for the long-term. Yet you are more likely to make more money by regularly reviewing your...
Much of the mainstream investment press gets bogged down with the active fund versus passive fund debate. As you will no doubt be aware, there has been plenty of research...
Commentary Of the 30 funds in December's BOTB, 17 funds have retained their place in January's selection. The chart below shows the average performance of the BOTB during December (the...
2022 has been a tough year for investors to navigate as bond and equity markets have tumbled globally. Given that both assets are often the full extent of portfolio diversification...
Commentary Of the 30 funds in November’s BOTB, 18 funds have retained their place in December’s selection. The chart below shows the average performance of the BOTB during November (the...
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