Blog
James Baxter publishes his thoughts on investments and strategy here:
Don’t under estimate the value of more certain returns - Friday 10, February 2012
Don’t under estimate the value of more certain returns Since the turn of the Century investment returns have become much more difficult to come by. In May last year I noted of the 20,000 plus funds available to UK investors only 10% had delivered 8% per year as an average return ove Read More...
Bond v Equities Update - Thursday 24, November 2011
Bonds V Equity Update Since my last post here is the progress of the AXA bonds and ordinary shares: Bond -8%, ordinary shares -26%. Pretty ugly for both but more than 3 x the pain in the shares versus the bonds highlighting the leveraged nature of equities. Read More...
Bonds v Equities in 2011 - Thursday 03, November 2011
Bonds v Equities in 2011 Sitting opposite a ‘bond guy’ I am constantly reminded that the equity markets aren’t the only market and that (and I am told this is a common held view of bond guys) the vast majority of investors are simply looking the wrong Read More...
Great time to launch a fund - Wednesday 14, September 2011
Great time to launch a fund The Global Navigator Fund launched at the end of August and received its approval for distribution to UK investors yesterday from the FSA. Read More...
When investment fees get too high - Wednesday 06, July 2011
When investment fees become too high In the last couple of weeks we have completed some audit reports on some IFA created portfolios, which showed the very worst aspects o Read More...
Understanding UCITs III - Monday 20, June 2011
Understanding UCITs III “UCITs III removes 90% of the risks associated with investing with a boutique fund manager”. “Whilst performance risk remains, UCITs III removes the risk of total capital los Read More...
Experiencing deja vu? - Monday 06, June 2011
Experiencing deja vu? What do the dates Feb 1998, Jun 1998, Nov 1998, Apr 2001,Jan 2006, Jun 2008, Nov 2010 and Jun 2011 all have in common? Answer...the FTSE100 was at 5,770 at some point in all of these months! More than 13 years Read More...
Is making 8% a year realistic? - Tuesday 24, May 2011
Making 8% per year, a realistic target? When talking to clients and advisers alike there is always a strong desire to earn consistent investment returns around which one can plan an individual or family’s finances. Read More...
