weekly-roundup

In this piece, I will update performance data for the Soda (balanced) and Whisky Portfolios (large-cap equity), which were launched on 29 January 2016, to include Q2 2024.  These portfolios sit in The Multi-Asset Investor, and with 8.5 years of performance, the records are starting to stand out. The

The leading global value managers are highly focused on UK small-caps because they have been left behind. As a result, we have seen an abnormally high-level of takeover activity as foreign investors and private equity funds snap up once-in-a-lifetime bargains. The UK economy is far from strong but it’s

We have seen lower inflation, which has led to expectations for lower interest rates. There has already been a cut in Europe and Canada, yet there’s a problem, and given there are elections all around us, you have probably spotted it. No one who is planning to lead our

Merryn Somerset-Webb, the founder of Money Week in 2000, and along with her colleague, John Stepek, now work at Bloomberg. She has an excellent podcast, Merryn Talks Money, and last week I was their guest. I was joined by Alex Chartres from Ruffer, for their first live event to discuss

This week, Bitcoin ETFs were listed in London. Unusually for anything related to Bitcoin, it was a quiet affair because only professional investors are allowed to buy them. Since Bitcoin ETFs have been trading in neighbouring countries for years, the PROs have already been getting their fill. Then, a few

Thank you to my old friend Zak Mir, who co-hosted the ByteTree webinar on Thursday. I went over some of the key investment themes, reviewed the Soda and Whisky portfolio performance and spent the second half answering questions from the audience. It was great to have Zak as a co-host,