Baggot General Update – May 2026
Author: David Flynn, Chief Investment Strategist and Director. This month’s General Update reviews a volatile start to 2026 across global […]
Financial News, Investing
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Value outperformed Growth by 110% during the Tech Wreck!
Author: David Flynn, Chief Investment Strategist and Director. Over the last few months Value as it is generally defined, has
Financial News, Investing
General Update – September 2025
Author: David Flynn, Chief Investment Strategist and Director. Despite a volatile global backdrop, Baggot portfolios have continued to outperform their
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Understanding the Importance of Foreign Exchange Exposure in Investment Decisions
Author: Peter Brown, Managing Director When constructing and managing an investment portfolio, many investors and even some professionals focus primarily
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Active vs Passive Investing
Author: Peter Brown, Managing Director Aspect Active Investing Passive Investing Approach Active managers try to outperform the market through Asset
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Silver is Cheap Relative to Gold
Author: David Flynn, Chief Investment Strategist and Director. A friend of mine recently asked me if I thought it was
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Trump Has Been Good For European Equities
Author: David Flynn, Chief Investment Strategist and Director. Earlier in the year we rebalanced the Equity portion of our portfolios
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The Investment Case for Uranium
Author: David Flynn, Chief Investment Strategist and Director. Uranium has been one of our most successful positions since we originally
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Understanding Investment risk appetite and what level is appropriate for you.
Author: Peter Brown, Managing Director Introduction Investing is as much about understanding yourself as it is about understanding the markets.
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Significant outperformance in China Tech versus US Tech
Author: David Flynn, Chief Investment Strategist and Director We originally began to add Chinese Tech exposure to our Multi-Asset Portfolios