Recent Posts

Are stock market returns linked to the election cycle? Does it matter who is in power? Where are the opportunities? Should you act now? [read more]

The Russian Stock Market is the Best Performer in the World in 2019, according to the Moscow Times this week.

Since the turn of the year, investors in Russia’s stock market would have profited over 40%. Over the past month the Russian Trading System Index (RTSI) is up 12.6%, and over 3 months is up almost 16%. Their recent renaissance has gone relatively under the radar in the West.

Perhaps we are too distracted by the parochial issues besetting Western democracies (of which there are many!). Or perhaps there is a hint of selective reporting… I’m fairly confident if you put a minus in front of the figures above there’s a far greater chance of you seeing it in the Western press. [read more]

World Toilet Day is on 19th November. This is no laughing matter for 4.2 billion people worldwide and that alone makes it worth highlighting. Counter-intuitively, it also sheds some light on a fantastic long-term investment opportunity. [read more]

Japan has been one of the cheapest stock markets in the developed world for a number of years and has, typically, been overlooked by Western investors. But not by us - it was one of our two Trades Of The Decade back in 2008. [read more]

In this review we look at our Dynamic World ex-UK portfolio, which focusses on the main stock market sectors excluding the UK. Here we review how the portfolio is made and its great performance numbers. [read more]