Innovation and Inflation
Today’s post looks at a recent paper from Goldman Sachs on how to balance Innovation and Inflation in portfolios
Author: Mike Rawson
Portable Alpha and The Magnificent Problem
Today’s post looks at a recent paper from Man on how to deal with the dominance of the Magnificent Seven.
Portfolio Progress, Dashboard Delivery
Today’s post looks at my progress through 2026 towards my target asset allocation, and also at my current Dashboard.
Rabener Fund Verdicts
Today’s post catches up with lots of brief fund and strategy reviews from Nicolas Rabener at Finomial. Are any worth following up on?
Costs and Benefits of LETFs
Today’s post looks at a recent paper from Chris Murray and Marco Sammon of Harvard Business School.
Trade like Mulvaney
Today’s post looks at a couple of articles from Concretum Research on how to trade (almost) like Paul Mulvaney.
Buying OEICs again
Today’s post explains why I’ve started buying OEIC’s again, after a long period of selling.
