Investor Analysis

The latest asset allocation ideas

Five top Japan ETFs

by , 10th December 2018

I like Japan. I think it’s arguably the most attractive stock market in the world right now. Later in this piece, I’ll highlight six Japanese ETFs that I think worth […]

Healthcare builds momentum

by , 7th December 2018

Defensive sectors are starting to gather momentum, with healthcare stocks leading the way. But is it too expensive and still worth considering? Perhaps it’s not surprising that the sector is […]

Are robot ETFs just a fad?

by , 3rd December 2018

Robotics ETFs give investors access to tomorrows technology today, but so far returns have been negative, so is it just a fad? There is no doubt that the technology sector […]

The four best sectors

by , 30th November 2018

If you’re wondering which stock market sectors are most attractive for investors right now, a Nobel Prize-winning economist has some ideas. The economist is Robert Shiller who is famous, amongst […]

Invest in the past, not the future!

by , 30th November 2018

Thematic ETFs are a big growth area right now. Many are sold on the basis that they offer exposure to the big growth trends of the future. Thematic investing is […]

The case for America

by , 23rd November 2018

I’ve been nervous about investing in the US for a  while now. The valuations just seemed too high. As a result, I reduced my exposure. But I didn’t sell out […]

Safe haven staples

by , 22nd November 2018

The consumer staples sector performed badly in the first six months of the year amid increased competition and a lack of inflation. But in the last few months returns from […]

Rising rates didn’t trigger October market wobble, they followed it

by , 17th November 2018

When markets were falling in October, one common explanation was that investors were becoming more worried about the prospects for interest rates. The argument was that the Fed was now […]

ETFs and REITs

by , 15th November 2018

It’s a nervous time for property investors as Brexit and the rise of online shopping make a big impact. On the residential side of things, owners are struggling to sell […]

Four top emerging markets ETFs

by , 14th November 2018

Markets had a rocky October and amidst all the action, you may have missed an interesting shift. Investors took money out of developed markets such as the US and Europe […]