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David Stevenson: Be patient and watch from the sidelines
Crikey! That was the week that was. The big question is what on earth are investors supposed to do at moments like this? All I can tell you is what I’ve been doing – for right or wrong!
‘Quant’ methods may see Japan fund rise
Investing in Japanese equities has been an almost pointless exercise over the last decade. If you needed any proof, just take a look at the Wins Investment Trust Research website (www.winsresearch.co.uk) and download the September update on fund trends.
David Stevenson: Use momentum to cross choppy waters
It’s been a funny old market in recent months. All the stock pickers I know have struggled, as the market’s cross-currents dragged down everyone from small-cap growth stock prospectors through to mega-cap value hounds.
David Stevenson: Have a field day with farmland investments
Pity the poor fund marketing men, afflicted by what I call “delayed momentum disorder”. They can’t help but launch new funds investing in the latest “hot” sector – only to find that by the time they’ve gone through the time- their once hot sector is looking decidedly “overcooked”
David Stevenson: Go on the defensive to avoid fate like Japan’s
A disturbing thought has been dogging me: we may not be about to enter a “normal”, cyclical bear market of 25 to 30 per cent losses, but may instead endure a bear market akin to Japan’s.
David Stevenson: Take this tip for a ‘rubbish’ investment
Composting is the future. All my friends have tried it and my local authority is constantly badgering me to compost my family’s organic home waste in an ugly green tub at the bottom of the garden.
David Stevenson: Give me a high five when markets settle
The markets are in a strange place. One minute it’s all doom and gloom, the next, euphoria. But there is one important trend playing out across the markets – smaller caps or perceived riskier sectors are getting bashed.
David Stevenson: Sometimes even I will go with the flow
Confession time. In public, I like to say I’m a value investor who loves swimming against the tide. But I have to admit to various human foibles. I’ll occasionally ignore my contrarian moral principles and buy something that looks sexy and fast-moving
David Stevenson: Give us a break: share out free research data
With the obvious exception of a few august publications – the FT clearly being an example – I reckon investors get a raw deal when it comes to research material.
David Stevenson: Give short shrift to mining madness
Every once in a while, words cannot express the madness of markets. Only a good old-fashioned table of numbers can do the job.
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