Articles

Crypto

The best performing crypto coin of 2021 is Shiba Inu, up 2.4million%. That’s a far better result than Warren Buffett’s 60-year total investment return and for buying what exactly? Well, Shiba Inu was created as a parody of Dogecoin which itself was a joke crypto coin in homage to a Japanese breed of dog. I […]

“Howay the Ladds Monthly Spotlight” – November 2021

As world leaders gather in Glasgow for COP26 (Conference of Parties), we thought it would be interesting to shine the spotlight on responsible investing and what it means. Is it hype, is it the dotcom boom all over again, and are there opportunities? November Spotlight The earth is what we all have in common Wendell […]

Quarterly Market Overview – October 2021

“I am a lead pencil – the ordinary pencil familiar to all boys and girls and adults who can read and write” – I, Pencil, My Family Tree as told to Leonard E Read It is perhaps worth remembering that what happened in 2020 was a once in a lifetime event. The recession was man […]

“Howay the Ladds Monthly Spotlight” – October 2021

We had a great question on whether the current rally can continue. So, this month we look at inflation, and can the global rally last? October Spotlight – Is inflation transitory, and will the global rally last? Every year we get a new buzz word: this time around it seems to be “transitory”. The idea […]

“Howay the Ladds Monthly Spotlight” – September 2021

Welcome to the first monthly update from LWM. Each month we take a look at a topical subject, share some market statistics, look at which funds are doing well and where the money is going, and then share some thoughts from fund managers. We hope you enjoy this first edition! September Spotlight – China an […]

Unpicking the news

“The optimists. Oh, they were the ones who said, ‘We’re going to be out by Christmas.’ And Christmas would come, and Christmas would go. Then they’d say, ‘We’re going to be out by Easter.’ And Easter would come, and Easter would go. And then Thanksgiving, and then it would be Christmas again. And they died […]

Quarterly Market Overview – January 2021

“To expect the unexpected shows a thoroughly modern intellect.” ― Oscar Wilde, An Ideal Husband As we entered 2020, there was not a great deal that concerned us. We felt the China/US trade tensions would calm down as the first agreement was set to be signed, there was optimism that Brexit would be sorted in […]

News from the frontline – December 2020

“Sometimes you will never know the value of a moment until it becomes a memory.” – Dr. Suess This is the last “news from the frontline” for this year. Entering 2020, we were cautiously optimistic. The UK was facing political stability which it had not seen since the Blair/Brown days, and the US and China […]

News from the frontline – 20 November 2020

When we started this year there was a fair amount of optimism, then COVID-19 fundamentally changed so many things and accelerated transformations that in many cases were already in play. As we entered a second lockdown in England, there was a sense of positivity within our ranks. Although I had resigned myself to a Trump […]

It’s Deja Vu – All Over Again

The observation comes from the inimitable Yogi Berra; fabled baseball catcher for the New York Yankees (1946-’63). Firstly, yes, Yogi Bear really was named after him. Secondly, he was the absolute master of the nonsensical but still oddly profound sports saying. You just sort of knew what he meant. As examples: ‘When you come to […]

Thoughts from the front line….20th October 2020

This quarter the focus is on the US election, Brexit, and the virus. When we look at the US Election the polls seem to indicate a Biden victory, but as the voting system (Electoral College) favours the Republican party, we should not rule out a surprise. If we consider Brexit, we are experiencing brinkmanship, and […]

Pardon the interruption

Below is my take on the start on the year to now. An attempt to tease out the key elements as a guide to where we may be heading. I wrote this as a guide to myself and a reference for the team but it may be of some interest…….or not. Part 1 – from […]

Just another quiet week

This will be our final update for a few weeks. We aim to resume at the beginning of September unless something happens in the meantime. Most economies have moved from the initial phase of lockdown to second and third phases, which are a mix of restarting and adjusting to the new normal. The economic data […]

Quarterly Market Overview – July 2020

“To expect the unexpected shows a thoroughly modern intellect” – Oscar Wilde Looking back, at the start of the year we said we should not underestimate the unexpected but all things being equal 2020 might be a good year for equities. It seemed a bold statement but there wasn’t exuberance in the markets, the tensions […]

Zig zag to the onion bag

Portfolios have recaptured the majority of their pre virus values and the last month has seen sectors previously thrown into the dumper in March, receiving some investor love. Too much short term love in some cases possibly, but certainly not in all. This seems like an apt time then to take stock and look ahead […]

Adjusting to the new normal

Last Thursday the markets were rattled, and there was no specific reason for this however, it serves as a reminder that we are not out of the woods yet. In an update with Franklin they stated that no-one knows the path of the virus, or direction of economies, and we are entering a phase where […]

A sense of optimism – news from the frontline – 5th June 2020

A lot can happen in two weeks; the UK recorded the sunniest spring since records began in 1929, and the driest May for 124 years, the previous record was in 1948. On Monday, we were given some more freedom, and a road map to when things may gradually return to some normality. Tonight (Friday), we […]

News from the frontline – 22 May 2020

As the volatility in the market starts to ease, we are seeing the number of investor updates from fund houses slow. It does not necessarily mean the markets have tested the bottom, but rather there is not a great deal more to share at this stage. What we know is that there will be unemployment, […]

You don’t say

In a world this crazy, this is pretty crazy. The value of the investment portfolios are broadly the same now as they were in March 2019. How can this be you ask? That’s a heck of a good question. We think an amalgam of contributing factors are playing a part, so this blog will attempt […]

News from the frontline -15th May 2020

It is now over seven weeks since we went into lockdown. How times have changed; we have completed over 60 fund manager interviews already this year, and each week we speak to at least ten different investment teams. Even as recently as February, to speak or listen to a fund manager would normally mean attending […]

Please note...

Shininglights.co.uk is not regulated by the FCA. The information is purely a guide and it is the responsibility of the investor to carry out their own research before making any final decisions. We will ensure that the information is as accurate as possible but we cannot be held accountable for any errors or omissions. No products are sold on this site, nor do we endorse any particular product or investment.

Where there are links to third party sites this is not an endorsement of that site, and we cannot be held responsible for the accuracy of the information on that site.

Where there is reference to performance you should note that past performance is purely a guide and investments can fall as well as rise.

The information on the site belongs to shininglights.co.uk and cannot be replicated or copied without our permission.