Posts Categorized: Badger’s Blog

Let’s talk about Woodford

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Neil Woodford is a star fund manager; at Invesco he ran several flagship funds and was the poster boy of the investment industry. As things appear to start to unravel it is worth perhaps just outlining the importance of research. DIY Investing The Woodford Fund has seen assets fall from over £10 billion to about […]

2018…..

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How many of us remember the events 2001 or 2008? Over the ten or so years since 2008, only in 2011 did we see a negative year through fears on the fragility of the global economy. In fact, over the last ten years it has been easy to forget that markets can go down, as […]

When is the best time to invest?

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Two years ago, I was talking to a friend; the conversation went along the lines of, “2016 was good, but markets are going to fall so I am going to take my money out of the market and hold it in cash”. My friend then went on to explain that once the markets had reached […]

A Random Walk to a Known Destination

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Such was the success of the last Badger Blog, ‘The Art of the Impossible’ that honestly, it’s been daunting to follow it up with something of comparable quality. It must be acknowledged however that a few readers were left a trifle puzzled by the long, long explanation of how a simple maths puzzle could be […]

The Art of the Impossible

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Imagine a time machine exists, able to transport us (just us) to the future. It can take us 1 year forward and we can register all that has changed, before returning to the present. We then know everything to come and with this knowledge possess unlimited opportunities for profit. Sadly (as far as I know) […]

The Secret of Success

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When it comes to sport, I have very little interest due to a low attention span! However, I am fascinated when the underdogs win, or when great teams emerge. There are many books on what makes a great team and what creates success but often I think the ingredients are simple. For a great team […]

May-day May-day

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Fun fact. The international distress signal ‘Mayday’ was the invention of Senior Radio Officer Mockford in 1923 and is based on the French word ‘m’aider’ meaning help me. Little I’m sure did he realise how apt it would become in 2019. Anyway, in recognition of the vastly too long end of year report this one […]

What a difference a year makes

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The 2017 review was a pleasure to write on the back of globally positive performance numbers. 2018 has been a tough one by comparison and requires a detailed analysis of ‘why?’ Apologies that this will not be a quick or jaunty read but at difficult times when confidence is shaken, it pays to reaffirm both […]

The Emotional Cost

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A recurring theme of our market observations over the last couple of years has been the hugely uneven levels of market volatility. 2017 was unusually benign which everyone loved and 2018 has been full of volatility which everyone dislikes greatly. We know that over time markets will on average rise, because of the growth of […]