Tag: Ellerston Asian Investments Ltd

Tweaks to my portfolio, Asia, addressing the LIC discount & being boring.

Firstly, I will just go over a few changes to some holdings of mine I had mentioned in the past, or some relevant news updates.

tweak

Continue reading “Tweaks to my portfolio, Asia, addressing the LIC discount & being boring.”

2017 MEANS US SHARES OUTPERFORM EMERGING MARKETS, HIGHER BOND YIELDS, STRONG US DOLLAR, MORE VOLATILITY IN MARKETS. OR DOES IT?

It is funny how in early January we see so many articles in the media from pundits predicting how the various asset classes will perform over the next 12 months. For these couple of weeks in the year, suddenly it is critical that we form an exact 12 months view of various asset classes, with often precise end of year targets.

Continue reading “2017 MEANS US SHARES OUTPERFORM EMERGING MARKETS, HIGHER BOND YIELDS, STRONG US DOLLAR, MORE VOLATILITY IN MARKETS. OR DOES IT?”

REPORTING SEASON WRAP UP, BUT FIRST SOME FURTHER THOUGHTS ON INTERNATIONAL LICs.

Please do not read these comments as advice for making decisions on the below stocks.

My financial goals and circumstances may be totally different to yours and my decisions could be totally irrelevant. And readers cannot be sure I have a clue what is going on anyway, or what my track record is!

 

Before I begin on some notes I made on some of my holdings (warning – this is a long post of individual stock comments), I thought I would just point out a link to an article about the latest offering from Magellan. Continue reading “REPORTING SEASON WRAP UP, BUT FIRST SOME FURTHER THOUGHTS ON INTERNATIONAL LICs.”

TIME FOR GLOBAL ACTIVE MANAGERS TO OUTPERFORM & COMMON CATALYSTS FOR LICs.

Most investors probably have an inkling that active fund managers are not doing a stellar job when it comes to outperforming the S&P 500 of late. Sometimes a chart is worth a thousand words, and the above one ought to grab the attention of those with a penchant towards a mean reversion, contrarian and cyclical approach to their investing.

This post will predominately be for those that subscribe to the theory that active managers may be in store for some sort of return to favor over the next few years, and potential implications of this for some LICs.

Continue reading “TIME FOR GLOBAL ACTIVE MANAGERS TO OUTPERFORM & COMMON CATALYSTS FOR LICs.”