Recent Posts

  • Japan: Cheap Hidden Gems | Fri 24 Jan 2020

    Topic: Market commentary

    Back in 2009, Japanese Smaller Companies were massively under-researched and cheap relative to the rest of the world when we picked this sector as our Trade Of The Decade. Here we look at whether there is it still a compelling opportunity.

    As the world’s third largest stock market, many investors probably have a bit of Japan in their portfolios. If you have a “global” fund that tracks one of the main indices then that fund will have around 8% invested in Japan. [read more]

  • Our Cautious Portfolio (January 2020) | Fri 24 Jan 2020

    Topic: Portfolio building

    This month we’ve already reviewed the Bonkers Portfolio, which has some great long-term performance. Here we review the Dynamic Cautious Portfolio. While the Bonkers Portfolio is simple to explain, the Cautious Portfolio is, perhaps ironically, more challenging to define and construct. We take a look at what’s in it and how it has done over the last 6 months. [read more]

  • China – Embrace The Year Of The Rat | Fri 24 Jan 2020

    Topic: Market commentary

    More than a billion people globally will celebrate the Year of the Rat. Should you be embracing China, from an investment perspective that is? Or should you be avoiding it for a raft of reasons, the latest being coronavirus?

    It was a strong year for the Chinese stock market, reflected by the average China fund being up in excess of 22% in 2019. Despite the best efforts of Trump, China equities have been impressively resilient in 2019. Whether Trump-inspired or otherwise, heightened geo-political conflict looks like being the “new normal”, and investors are more relaxed about such tensions.
    [read more]

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