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Resources

Blogs, News and Thought Pieces

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  • Blogs and News and Thought Pieces
  • Fund prices

February 2021 review

Like January, February was a game of two halves with the mid-point acting as a tipping point for risk assets. ‘Game’ also took on a new meaning amidst the gamification of the stock market.

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Inflation

‘Reflationists’ fear that as restrictions on movement are lifted, a surge of demand will create inflation.  This inflation fear, along with increased government bond supply, has caused government bond yields to rise sharply in 2021.

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February 2021 Mid monthly update

Focus on maintaining easy monetary policy through low interest rates and quantitative easing by the US Federal Reserve and Bank of England has helped asset prices, especially in equity markets. 

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January 2021 review

The final week of January saw financial market headlines dominated by the trading activities of online community traders.

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DCF

Our aim is to buy into robust demand themes over the long-term where earnings are more sustainable than in low-margin, capital and labour-intensive businesses.

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January 2021 Mid monthly update

At the start of each year, there are a set of forecasts, key events and dates to watch out for – an almanac.

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December 2020 review

Since the end of the first quarter of 2020, economic pundits have been debating which letter best reflects the shape of the economic recovery path from the lows of the March to May period.

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December 2020 Mid Monthly Update

On Sunday, December 13th, the T. Bailey Growth Fund celebrated its 21st anniversary.  While thematic investing has become more mainstream this year, the Growth Fund has adopted this approach since its inception.

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November 2020 Review

What a month?! The nervousness over Covid-19’s second wave and the US Presidential Election pushed Brexit withdrawal onto the back burner at the start of November.

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Supercharged

If you’re a passive investor, you are probably hooked up to a market capitalisation weighted index so you don’t have to have a view, you are about to own it.

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November 2020 Mid-Monthly Update

In a year when the word ‘unprecedented’ has been used an unprecedented number of times, the first half of November was full of volatility-inducing news.

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October 2020 Review

The first half of the month saw a gradual appreciation of risk assets before a mid-month realisation reversed gains made in most markets and prices of those assets fell in the second half of October.

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Mid Monthly Update – October 2020

I write this on Brexit deadline day and those, including the consensus, looking for an eleventh-hour agreement with the EU are set to be disappointed.

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Six Monthly Newsletter – for the six months to 30 September 2020

Over the six-month period to end-September 2020 the T. Bailey Growth Fund rose by 33.34% net of all ongoing charges and the T. Bailey Dynamic Fund rose by 19.32% net of all ongoing charges.

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September 2020 Review

The market volatility seen in August continued at a greater pace in September with a focus on the technology sector and the big US ‘tech’ firms.

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T. Bailey Asset Management Ltd
Toll Bar House, Landmere Lane
Edwalton, Nottingham NG12 4DG

t: 0115 666 0470
e: contact@tbaileyam.co.uk

Registered in England & Wales, number: 3720372
Toll Bar House, Landmere Lane
Edwalton, Nottingham NG12 4DG
Authorised and regulated by the Financial Conduct Authority.

Registration number: 190291

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