Tag: Vistafolio

Total 64 Posts

Vistafolio Update: Looking for Direction in June

June has been bumpy as the market takes a pause, looking for direction. Which way will the winds of inflation blow?

Vistafolio Update: Going from Strength to Strength in May

As speculative companies falter, our robust value picks continue to steadily grow. Here’s where we’re seeing long-term potential.

Who Really Invests More Ethically: The Left or the Right?

Do you want to invest ethically? Where do you start? Here’s how to keep your cognitive bias in check and find a positive path forward.

Vistafolio Update: Rising Markets in April

What we are seeing now is continued recovery from Covid fear, exemplified by our portfolio of quality businesses with managed downside.

Vistafolio Update: A Positive Upswing in March

March has been a warm and prosperous month. Our investors have benefited hugely from a recovery led by vaccination and pent-up demand.

How to Find Growing Stocks Outside the Tech Bubble

It’s painful. The stock market has just gone through a dramatic tech sell-off. So why are our Vistafolio clients grinning from ear to ear?

Vistafolio Update: An Upbeat February With Positive Results

February was on a tear, thanks in part to excellent vaccination progress in the UK. We have considerable focus here due to opportunity.

Vistafolio Update: Finding Value During a Subdued January

2021 has seen a subdued start to the markets, but there is still value to be had for patient investors. Here’s what we’re watching out for.

Vistafolio Update: December Santa Rally and Looking Ahead at 2021

December has given us a stock surge, providing a healthy boost for our investment portfolio. Now we’re looking forward to what comes next.

Vistafolio Update: Market Surge Gives Us a Happy November

Happy November! I’m pleased to say this month has been among the best on record. Here’s why the market has been so positive.

Vistafolio Update: Holding and Buying Amidst Volatility

October has been a month of holding on and buying value where we can see it without excess risk. Here’s what the future might look like…

Vistafolio Update: A Mix of Fear and Recovery in September

September is typically one of the worst months in the markets — but we’ve not fared too badly. Here’s why there’s optimism for value stocks.

Vistafolio Update: $5 Trillion Now Looking for a Post-COVID Home

It’s a sugar rush. There’s now more cash ready to flow into the markets than we saw during the GFC. Here’s what the road ahead looks like…

Vistafolio Update: Diversifying Beyond Pandemic Fears

As the pandemic continues to bite, we’re investing globally as part of our strategy. This is the only way to achieve true diversification…

Vistafolio Update: Renewed Risk Event Offers a Buying Opportunity

There are events, cycles — even disasters like COVID-19! Yet it is in these crises that long-term investors can find a unique buying opportunity.