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The January Effect – A Seasonal Anomaly in Investing
Table of Contents Understanding the January EffectExamining the EvidenceThe…
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2024 – The Dual Lens of Time
Table of Contents Looking backwardsLooking forwardsAnd finally… When investing in company shares and owning bonds, investors expect…
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Read moreInvestment Consequences of the unfolding tragedy in the Middle East
The tragic incidents and unfolding human tragedy in Israel and the Gaza Strip have impacted everyone, and many people have concerns about how this could turn into a wider dispute during a period of great uncertainty in the world. Rightfully, the…
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Do just a few stocks drive market returns?
It can be simple to forget that we view market fluctuations via an aggregated, market-capitalisation-weighted lens. In actuality, the fortunes of various stocks and sectors may vary greatly over the short and long durations. Look at the chart below to…
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Read moreLessons from a Legend
Table of Contents Lesson 1: Believe in the power of capitalism and compounding over time…
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Bitcoin and Bandwagons
Over the past few weeks and months, it may have appeared that making big money in markets is easy – just buy Tesla or Bitcoin and you are sure to double your money! These are certainly not recommendations; this is…
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Read moreWho Packed your Parachute
Table of Contents Other blog posts you may find interesting:Use of Morningstar Direct© data…
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The Needle in Goldman Sachs’ Haystack
At Private Capital the financial planning advice we offer expats in Hong Kong is not limited to advising them on which stocks they should own and which they should avoid. This is not without good reason. The random walk of…
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Read moreStar Manager’s going Supernova
Fund managers that reliably outperform are few and far between, difficult to identify in advance and ultimately destined to stop outperforming – sometimes in spectacular fashion. Regardless, active management is always keen to wax lyrical about any given star manager’s…
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Waiting for the Storm to Pass
Table of Contents “How long are we going to be waiting for?”…
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Read moreNote to Self: 10 things to remember as and when markets fall.
It is an inevitable part of investing that at some point markets will fall by an alarming – if not unexpected – degree. We haven’t seen large market falls for a decade. We should expect that we will. When, and…
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