Recent Posts

If “Value investing” is the next big thing, for years to come, one persistent problem is the lack of visibility around what is and isn’t a Value fund, and the lack of a single Value fund sector. To help solve that problem we have created our own Value sector, pulling in funds from all around the globe. We also identify which Value funds have shown signs of life since the March stock market lows, and consider if you should buy these now. [read more]

This is the second of three blogs on the topic of Ethical investing ahead of Good Money Week. Here, for the first time, we explore the performance of two Dynamic Ethical Portfolios. [read more]

For the first time in history, the entire What’s Hot list encompasses just one country: Japan. At the same time Energy funds have taken a tumble, as well as a couple of UK and US funds. [read more]

2020 has plenty to unsettle investors – Coronavirus, US Election, Brexit uncertainty – so it’s not surprising that many have sharply increased their cash allocation. We often make reference to ‘cash’ and ‘cash levels’ to Gold Members (especially this year!) but what do we actually mean? [read more]

Julia Zhu from Matthews Asia recently wrote a blog covering her experience of travelling from Hong Kong to mainland China, demonstrating the latter's highly effective response to COVID-19. [read more]