The 2011 calendar year proved to be one in which most major global equity markets fell in Sterling terms. Amongst the best the US did manage to rise by 2.9% in Sterling terms (total return). However,...
November was a volatile month for global equities as the ongoing Eurozone crisis continued to dominate market sentiment. At its worst during the month equities, as measured by the FTSE All-Share...
At the start of Q2 2011 the world was absorbing the news from Japan, having recently witnessed the devastating Tohoku earthquake, tsunami and the subsequent nuclear disaster that...
Equity markets continued to be challenging through September with concerns over thelack of economic growth and the survival of the Euro dominating news headlines.Indeed, until there are convincing...
Oh what a month! Equity markets fell sharply in August as investors were finally forced to face up to some harsh realities: - reducing the excessive debts of governments and individuals will mean a...
Equity markets fell sharply in August with many regions in bear market territory posting, at their worst, losses in excess of 20%. Investors absorbed the harsh reality of the impact that de-leveraging...
Richard Martin returned to frontline management with T. Bailey in April 2011. Richard is joint manager of the T. Bailey Growth Fund and T. Bailey Growth Fund LITE, alongside Elliot Farley. Before...
While many risk assets look good value relative to cash there are also many things that could go wrong. Inflation in emerging markets could really take off, central banks and governments could make...
Whilst we have spent much of the past ten years extolling the virtues of the longer-term outlook for emerging markets we have more recently found ourselves in the position of arguing that for the...
Commentary in relation to the T. Bailey Dynamic Cautious Managed Fund: While we favour the longer-term growth prospects for Emerging Markets over Developed Markets the spectre of inflation is...
Commentary in relation to the T. Bailey Dynamic Cautious Managed Fund. Fears eased in December around European sovereign debts as the ECB undertookpurchases of peripheral eurozone bonds. However,...
Commentary in relation to the T. Bailey Growth Fund. I predict that 2011 will see a continuation of much that we learnt in 2010 firstly, thethreat of a double dip recession remains just that, a...
There has been much criticism in recent weeks of National Savings and Investments’ decision to remove its popular inflation beating certificates which provided savers with a real return given...
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...
Websites are all very well, but sometimes only a very knowledgeable human will do. Please leave your details, and we’ll call you back.
Request call backLearn more about our truly bespoke alternative to mainstream ACD and
fund administration
services.
The 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.