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: Tony Fitzpatrick, Managing Director, IIFT In today’s financial world, the flow of information is instant, relentless, and often explosive. A single post on social media by a political leader, a leaked memo from a central bank, or even a rumour whispered in a market chat room can cause millions—sometimes billions—of dollars to move within
Breaking News! How to Exploit Market Overreactions Without Getting Burned Read More »
Author: Peter Brown, Managing Director When constructing and managing an investment portfolio, many investors and even some professionals focus primarily on asset classes, geographic diversification, and industry trends. However, a critical—and often overlooked—factor that can significantly affect portfolio returns is foreign exchange (FX) exposure. Many years back (mid-noughties) a prominent property developer in our golf
Understanding the Importance of Foreign Exchange Exposure in Investment Decisions 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: Peter Brown, Managing Director Aspect Active Investing Passive Investing Approach Active managers try to outperform the market through Asset picking and timing. Passive investors track indexes (e.g., S&P 500), aiming to match market performance. Performance Potential for outperformance, but many funds underperform after fees Matches index returns; hard to beat over long periods Risk
Active vs Passive Investing Read More »
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 »
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