Recent Posts

We have already reviewed the great numbers for the volatile Bonkers portfolio. Here we look at another portfolio investing in some risky markets that can produce great returns: the Dynamic Asia & Emerging Markets portfolio. [read more]

Here's the latest update for our massively successful, but volatile, Bonkers Portfolio. Even if it's not to your taste, there are two essential lessons for all investors, in funds or otherwise. These are crucial to your investing success, particularly in these uncertain times. [read more]

One “locomotive” that will drive returns for investors in the next decade is how cheap or expensive this or that investment is today. That being the case, we must pay a lot more attention to emerging markets. [read more]

Back in 2010 we highlighted two areas that we thought offered compelling value for investors over the next 10 years: our two Trades of the Decade. Here we review those ideas and our selections to see how they performed over the decade. [read more]

Last week I highlighted an upcoming opportunity in Value-focussed funds at the end of a blog on the alternatives to, now neutered, interest rate cuts. This week I am building on that, with some background and eloquent input from Nick Kirrage from The Value Perspective team at Schroders. [read more]