weekly-roundup

I know King Charles III owns lots of gold, especially on his head, but I’d be surprised if he’s got any Bitcoin. It’s probably a bit too late for this coronation, but they ought to look into it for the next. They had best not wait too

In a busy week for ByteTree, the theme was risk. Robin and Rashpal wrote about risk in the Adaptive Asset Allocation Report with the opening line: “The story is the same. Globally we are in a bear market. However, bear markets have rallies. Seasonally, the best period for one is

The Multi-Asset Investor dives into commodities this week. Recent weakness in the sector gives us an opportunity to add, particularly with the Pound so strong. Charlie has found an excellent vehicle for the Soda portfolio to deliver broad sector exposure, while Whisky takes a more nuanced, single metal approach. Believe

Others might disagree, but I rate myself as a competent and experienced investor. In my equity career, I have leaned towards a “growth at a reasonable price” approach, double-checked against balance sheets, business models, management and common sense. Several spectacular successes, with occasional disasters, steered me towards the upper end

The monthly AAA Report was out this week, and it makes for important reading. Robin and Rashpal clearly remain concerned about the outlook for markets and note that the momentum behind trends is not currently strong. They acknowledge that the model works best when trends are strong and, as a