Recent Posts

  • The 70/30 Portfolio | Fri 16 Aug 2019

    Topic: Portfolio building

    Here we look at a strategy for investing. Obviously, everyone’s approach will be different. In this example we consider a simple split between a “steady Eddie” portion and a more “sex-and-violence” portion. It doesn’t matter what your preferred approach is: there’s something here for everyone. [read more]

  • One word for investment insanity? Bonds | Fri 16 Aug 2019

    Topic: Market commentary

    There is a bond bubble. Bubbles are always dangerous for investors. This one is more dangerous than most as bonds sit at the centre of the financial system. That bonds are a worry is not new news, and an update on new extremes is needed. In the back of your mind, remember that debt brought the world to its knees in 2008. [read more]

  • Dynamic Japan. Dynamic Performance. | Fri 16 Aug 2019

    Topic: Fund analysis

    Japan has been one of the cheapest stock markets in the developed world for a number of years. It has been down for so long it has, typically, been overlooked by Western investors. But not by us - it was one of our two Trades Of The Decade. Here’s a review of our Dynamic Japan 3-month momentum portfolio, a slightly tweaked version of our normal Dynamic Portfolios. [read more]

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BNY Mellon 2019