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: 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: 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 »
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: Peter Brown, Managing Director Introduction Investing is as much about understanding yourself as it is about understanding the markets. One of the key elements that influence your investment journey is your risk appetite — the level of variability in investment returns you are willing and able to withstand. This concept is essential for creating
Understanding Investment risk appetite and what level is appropriate for you. Read More »
Author: David Flynn, Chief Investment Strategist and Director We originally began to add Chinese Tech exposure to our Multi-Asset Portfolios in February of last year via the purchase of the Kraneshares CSI China Internet ETF. For comparison we use the Nasdaq 100 ETF as it is the main proxy for investment in US investment in
Significant outperformance in China Tech versus US Tech Read More »
Author: Tony Fitzpatrick, Managing Director, IIFT Several years ago I overheard a lively conversation between two friends comparing their investment portfolios. One of them was proudly explaining how his entire portfolio was now exclusively ETFs and he maintained this had provided diversity which helped him weather market volatility and even fund part of his holidays.
Exchange Traded Funds (ETFs) Explained Read More »
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