Investment Report No.81

As a politics graduate, I have a disproportionate interest in the subject.  I also recognise the distraction that political outcomes pose to investors, often adding mere noise, to be ignored, if we are to succeed. 

8 mins

Investment Report No.80

There is nothing wrong with admitting that you don’t know something.  What makes investing so fascinating and sometimes frustrating is not knowing all the answers.  Explaining market movements is never simple.

9 mins

Gold – a store of value

Our aim at Troy has always been to preserve our investors’ hard-earned capital and increase its value in real terms over the long term.

9 mins

Investment Report No. 79

After a very different sort of year in 2022, much of the market was caught off guard in 2023 by a showstopping performance from the share prices of a handful of technology companies.

5 mins

Investment Report No.78

In September, the yield on the 10-year US Treasury bond reached 4.8%, its highest level since 2007.  This coincided with, or rather precipitated, weakness across asset classes. 

5 mins

Investment Report No.77

We are slowly emerging from a prolonged period of distortion born of zero interest rates.

11 mins

Special Paper No.12

As long as the music is playing, you’ve got to get up and dance. We’re still dancing Chuck…

9 mins

Investment Report No.76

Mixed Messages The past few weeks are confirmation, if any was needed, that there are consequences of rapidly…

11 mins

Special Paper No.11

Discount Control Mechanisms Keeping Control The discount is voluntary Robin Angus, Director of Personal Assets Trust 1984-2020 With…

15 mins

Investment Report No.75

A down year “Sell when you can; you are not for all markets.” As You Like It, William…

11 mins