Recent times have proved very challenging for fund of funds as the percentage of actively managed funds that have out-performed their respective indices has fallen. This makes managing a fund...
Late cycle; yes, late cycle Fasten your seatbelts ladies and gentlemen, we are entering late cycle. Yes you read that right, late cycle. One of the characteristics of the last decade or so has been...
Many readers will be familiar with the different types of risk that one needs to allow for when constructing a portfolio be it liquidity risk, currency risk, value at risk (VaR), etc. Now...
For the team at T. Bailey the passing of the 'noughties' has also seen our flagship fund, the T. Bailey Growth Fund, which launched in December 1999 pass its 10th anniversary. Over that...
In its latest announcement during November the Bureau of Economic Analysis (www.bea.gov), the body that publishes the closely watched US economic accounts statistics, revised down its estimate of US...
The new found optimism in equity markets that we reported seeing towards the end of the period of our last Six-monthly Investor Update prompted many market commentators to warn of a short-lived bear...
Much of the recent media coverage on markets has been focused around whether they will continue to go North (the FTSE All-Share Index is up 35.7% over the six months to 30 September 2009) or turn...
The world has come a long way from the overwhelming fear that dominated capital markets less than a year ago. Much of this follows from the swift action taken by governments globally. Further there...
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Request call backThe value of your investment and the income derived from it can go down as well as up, and you may not get back the money you invested. When investing in retail unit classes, capital appreciation will be affected by the impact of initial charges and you should therefore view your investment as a medium to long-term holding.