Recent Posts

  • Trade of the Decade Review | Fri 29 Nov 2019

    Topic: Generating growth

    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]

  • The value in Value | Fri 06 Sep 2019

    Topic: Generating growth

    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]

  • Why so many disappointing growth funds? | Thu 11 Jul 2019

    Topic: Generating growth

    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.

    [read more]


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