Recent Posts

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]

I was chatting to one of the national press journalists this week, and they were looking into the performance differences between two sectors which are big favourites with UK-based investors, UK All Companies and UK Equity income. It prompted us to look more closely, and the results are very interesting.

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The Dynamic Global Portfolio moves investors into the sectors with the most momentum. Here we review the portfolio and with review dates in December and June. Read on to find out about the great potential the Dynamic Global Portfolio creates for investors over the long-term. [read more]