Recent Posts

  • The Power Of Doubt | Fri 28 Aug 2020

    Topic: Market commentary

    Twice in the last teleconference I suggested the investment outlook was “a toss of a coin”, for the US stock market and gold. Shouldn’t you expect more certainty from your “expert”? What can you learn from my apparent indecision? [read more]

  • NEW RESEARCH: Investment Trust edge in Asia | Fri 28 Aug 2020

    Topic: Investment research

    If you have been keeping track of our portfolios on FundExpert you’ll know that we already track a Dynamic 3-month momentum portfolio for Japan (which just had a great review, see here). We wanted to extend this research to investigate the Asia-Pacific ex-Japan sector, including the impact of adding investment trusts. We have now done this, and the results are impressive! [read more]

  • Charting “The Great Rotation” – Growth vs Value | Fri 21 Aug 2020

    Topic: Investment research

    This is important. The battle between Growth and Value investors is perpetual, and if you want to maximise your investment returns over longer periods you need to be on the right side of it. Since 2008 Growth, led by tech, has been the massive winner. But we need to know when this changes. In this blog we chart what is happening right now, and will update this regularly to catch that rotation – because the extra growth will be substantial, as could be the losses on the other side if you do not move with this rotation. [read more]


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