Embracing Einstein’s eighth wonder
In pursuing their individual remits, I am sometimes asked why our portfolios remain invested across the various asset classes – particularly when cautious of markets, and the portfolios are underweight […]
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Emerging outperformance
The case for emerging markets is growing stronger. After more than a decade of poor performance, last year the combination of sound fundamentals including good economic management and growth, a […]
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Portfolio positioning and favoured theme…
As usual at this time of year, there is no shortage of forecasts as to expected returns from markets and stocks. The portfolios tend to plough their own furrow relative […]
Embracing Einstein’s eighth wonder
In pursuing their individual remits, I am sometimes asked why our portfolios remain invested across the various asset classes – particularly when cautious of markets, and the portfolios are underweight […]
02/04/26
Read MoreEmerging outperformance
The case for emerging markets is growing stronger. After more than a decade of poor performance, last year the combination of sound fundamentals including good economic management and growth, a […]
27/02/26
Read MorePortfolio positioning and favoured themes for 2026
As usual at this time of year, there is no shortage of forecasts as to expected returns from markets and stocks. The portfolios tend to plough their own furrow relative […]
29/01/26
Read MoreThe Investment Trusts Handbook 2026 – John Baron’s Chapter
Image source: Harriman House Adjusting to stagflation Having been positive about equities in recent years, the following chapter by John Baron in the ‘The Investment Trusts Handbook 2026’ explains why […]
14/01/26
Read MoreContinue to profit from the great British sell-off
Investors sometimes forget that a country’s economy and its stock market can often move in different directions. That has certainly been the case with the UK market this year, which […]
18/12/25
Read MoreHealthy prospects
The healthcare sector has long been one of our favoured themes, and it has rewarded over time courtesy of various long-term tailwinds. However, the sector sometimes drifts into the orbit […]
27/11/25
Read MoreCould gold become the new global reserve asset?
Gold and silver, together with precious metals and mining stocks in general, have put in a strong performance and the temptation for some may be to take profits – if […]
29/10/25
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