24 Aug Don’t chase dividends
A portfolio constructed from a bottom up dividend-driven approach may be suboptimal and contain risks that may not be fully appreciated....
10 Aug Return fishing with a wide net
Despite the doom and gloom in the news global equity markets (developed and emerging markets combined) have actually risen in 2023 however just nine companies accounted for three-quarters of the 7.2% rise in global markets this year to the end of June. ...
27 Jul Is the 60/40 portfolio dead?
In the past few years, obituaries for a traditional ‘balanced’ portfolio of, say, 60% equity and 40% bonds have been written by quite a number of journalists and fund managers....
29 Jun Recency bias – the scourge of investors
Unfortunately, as humans, we are poorly neurologically wired to be good investors. ...
11 May Active vs Passive
Active outperforms passive – possibly ‘fake news’...
13 Apr Lessons from a Legend
The investment management industry loves its legends and there is none bigger than the nonagenarian ‘Oracle of Omaha’ Warren Buffett, CEO of the US-listed firm Berkshire Hathaway...
05 Jan Costs Matter
The statement that investment costs matter should not come as a surprise to most investors. It is remarkable, though, just how relaxed some investors are about the costs associated with their investments....
01 Dec Value - worth waiting for
Stepping away from just owning the market takes courage and discipline but is likely to be worth the wait. ...
04 Mar Uncertainty abounds
It certainly feels like the world is in a very uncertain place at the moment. ...
20 May The Weekend Starts Here.....
The best of what I read, watched and listened to this week...
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