Author: David Flynn, Chief Investment Strategist and Director. Amid a changing global backdrop, Baggot portfolios have continued to outperform their benchmarks across our core strategies, from multi asset funds to equity income. In our latest General Update, we outline what has driven this performance and where we see opportunity and risk as 2026 unfolds. Download the […]
General Update – February 2026 Read More »
Author: David Flynn, Chief Investment Strategist and Director. Happy New Year Everyone! This is just a quick update to show how our investment products and also how the major asset classes performed in 2025. Our General Update will be published around the middle of January. On product returns, it should be noted that return numbers
Baggot Product & Asset Class Returns Update 05/01/2026 Read More »
Author: David Flynn, Chief Investment Strategist and Director. Over the last few months Value as it is generally defined, has begun to outperform Growth as it is generally defined. Now don’t get me started on all the ways terms like Value and Growth get mis-represented by the market. That is not my purpose here. Also,
Value outperformed Growth by 110% during the Tech Wreck! Read More »
Author: David Flynn, Chief Investment Strategist and Director. Despite a volatile global backdrop, Baggot portfolios have continued to outperform their benchmarks across all major strategies this year — from equity income to multi-asset funds. In our latest General Update, we unpack what’s driving this performance and where we see opportunity (and risk) heading into the
General Update – September 2025 Read More »
Author: David Flynn, Chief Investment Strategist and Director. I recently wrote about the investment case for Uranium. Given the tension in the middle east and the ongoing war in the Ukraine, energy independence is quickly becoming of the utmost importance. Nuclear is the only scale-able zero emissions solution and the world is catching on. Just
Author: David Flynn, Chief Investment Strategist and Director. A friend of mine recently asked me if I thought it was a good idea to buy physical Gold bullion. He spoke of conflict between Israel and Iran, and Palestine as well as the Ukraine and Russia, India and Pakistan. He’s concerned we could see WW3 and
Silver is Cheap Relative to Gold Read More »
Author: David Flynn, Chief Investment Strategist and Director. Earlier in the year we rebalanced the Equity portion of our portfolios away from US equities on the basis that the US was very expensive vs Europe and the rest of the world. Here is an excerpt from a note that we wrote to clients at the
Trump Has Been Good For European Equities Read More »
Author: David Flynn, Chief Investment Strategist and Director. Uranium has been one of our most successful positions since we originally added it to our multi-asset portfolios in 2020. It is down roughly 30% since its peak early last year, but still up over 300% since we initially added it to our portfolios. We still see
The Investment Case for Uranium Read More »
Author: David Flynn, Chief Investment Strategist and Director Louis-Vincent Gave, a highly respected macroeconomic thinker in the industry, recently gave an interview on one of my favorite podcasts, Macrovoices with Erik Townsend. Louis is a brilliant thinker, he is a Frenchman who has lived in Hong Kong for many years. I appreciate his perspective because
What Comes Next after the Trade War Dust Settles Read More »
Author: David Flynn, Chief Investment Strategist and Director. Protected Bitcoin ETFs are a suite of exchange-traded funds (ETFs) designed to provide investors with exposure to Bitcoin’s price performance while offering defined levels of downside protection over a one-year outcome period. These ETFs, launched in January of this year offer structured protection for Bitcoin, addressing its
Bitcoin Exposure, Without all of the Downside Risk. Read More »
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