Recent Posts

The volume of company debts, and corporate bonds in particular, is a prominent risk for markets, and bankruptcies are rising apace. This week one of the more forensic and readable global analysts, Grant Williams, has kindly given me permission to reprint a section of his fortnightly newsletter on just that subject. [read more]

Last week we wrote in detail about the effects of COVID-19 on India's economy and wider society. Today will be a deep dive on which funds investors should be keeping an eye on. [read more]

It’s been four years since the Brexit vote and “Brexit” has been the background noise for much of the time since June 2016.. A lot of ink has been spilled on the subject (and expect more to come as we head into the Autumn and the next deadline). Here we review the progress of all funds and sectors since the vote, not just UK. Have you missed out? If you did, how can you make sure that doesn’t happen again? [read more]

In light of what is going on across the world right now, the spotlight on the Biotechnology industry has never been brighter. Here we take a look at recent performance, what makes two funds different and how you might invest. [read more]

Last week we highlighted that the best opportunities in China were amongst small and medium-sized businesses. We hesitated on fund choices partly to allow a little time for the coronavirus news to develop. [read more]