Recent Posts

  • Home or Away? Are you biased? | Fri 31 Jul 2020

    Topic: Portfolio building

    UK-based investors have nearly 9x as much in the UK stock market than seems sensible. On the other hand, many UK investors have much more invested in the US stock market than they might realise. Does this matter? And how do you know when to switch between such polarised positions? [read more]

  • Vintage highlights – Europe ex-UK | Fri 24 Jul 2020

    Topic: Generating growth

    We are starting off our latest Vintage review with a look at Europe. This is ahead of our full Vintage update, which will be published later. Here is a preview of the European results, as Europe is a current theme, showing the great performance over time, and how the methodology compares with Dynamic Fund Ratings. [read more]

  • Early Days For Bond Defaults and Bankruptcies | Fri 24 Jul 2020

    Topic: Market commentary

    Think of a house after an earthquake. The windows may be shattered, there may be cracks in the walls, it’s all very visible. This is like the stock market in March. In contrast, the foundations of the house are not immediately visible, nor is the damage - this is the corporate bond market. As foundations go, right now it’s fundamentally shaky, you just need to dig a bit deeper to see it. [read more]

  • European Renaissance? (Part 2) | Fri 24 Jul 2020

    Topic: Sector analysis

    Last week we looked at recent developments in Europe, what their response to the pandemic has been and what the future may hold for the continent. We also looked at the diverging performance of Growth vs. Value here. In this blog we dig in to more of the detail regarding which funds you might consider if you deem Europe an attractive area to invest. [read more]

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