drawdowns

Amongst high performing funds, consideration of maximum relative drawdown adds value in fund selection

With the impending US debt ceiling garnering increasing attention, fixed income and credit markets are moving while equities are not.

In this article, we have a look at a way of assessing the valuation fundamentals of a fund. We thought it might be useful to share some analysis we did last month....

The Weekly S&P500 ChartStorm is a selection of 10 charts that I handpicked from around the web and from Twitter posts. The purpose of this wire is to add extra...

Investors may be worrying about their current returns, but even if you had the best possible portfolio it is impossible to avoid drawdowns. Speaking recently to Good...

The Weekly S&P500 ChartStorm is a selection of 10 charts that I handpick from around the web and post on Twitter. The purpose of this post is to add extra colour and...

Investors are well aware that equity markets have commenced 2022 with severe volatility and big price declines. Russia’s brutal invasion of Ukraine and economic...

Investors have been promised an elixir of big returns and low volatility. But the truth is, to achieve outstanding long-term returns, you must be prepared to endure...

Warren Buffett has famously been quoted as saying: “The first rule of investing is ‘Don’t lose money.’ The second rule? ‘See the first rule’.” This might seem...

Just five years ago, the level of negative yielding global debt was zero. At that time, at least 40% of the bond market offered investors more than 5% yield. Today,...