The Boring Stocks Are Back
My favourite momentum chart has seen its “jaws” close. That means the past winners have fallen, while the past losers have rallied.
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A diversified portfolio service that blends traditional bonds and equities with alternative assets such as gold, commodities, and digital assets
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How Patriotic Is Your Portfolio?
Investment portfolios have historically had a “home bias”. That is, local pension funds and the wealth management industry invest a large chunk at home before looking for diversification abroad.
ChiNext
Other than a few holdings in the funds, ChiNext is the last remaining exposure we have to the tech trade.
Crunch Time
The war resumes. According to Bloomberg data, one ship passed through the Strait of Hormuz yesterday, while energy prices are rising again.
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ByteTree Q2 2026 Review
Kit and I recorded the ByteTree Quarterly review on Wednesday, looking at the recent events in financial markets, which have
It’s Coming Home
Since 2007, the UK commercial property sector has lagged the market, but there is now a catalyst for deep discounts to be realised.