BAGGOT Investment Partners is wholly owned by its management since 2016. We are investment advisors who utilise modern products and execution to create low to medium risk investment portfolios to meet our client’s individual investment requirements.
The market is a discounting mechanism, it looks forward, always focused on some idea, sometimes several factors, that will determine the future of asset prices. Currently, that focus is on inflation. Since we started to re-open following the covid shut down, there has been a...
Over the last few months Value, as it is generally defined, has begun to outperform Growth, as it is generally defined. Now don’t get me started on all the ways terms like Value and Growth get mis-represented by the market. That is not my purpose...
The main US indices, the S&P 500 and the Dow, are up 6.5% year to date. The Nasdaq is flat. We are used to many years of tech stock performance, all the way back to 2009 in fact, so why are we lagging so badly...
It was a very mixed quarter overall for global markets. Returns were generally lacklustre across developed equity markets. US & Japanese equity markets had decent returns but for investors without a currency hedge, much of those returns evaporated via Euro strength vs both the Dollar...