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Dave Baxter

London

Funds editor for @IChronicle

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Articles

  • 2 weeks ago | investorschronicle.co.uk | Dave Baxter

    So-called “wealth preservation” investment trusts are often judged on their ability to shield shareholders from periods of equity volatility, and have done well on this front as of late. Personal Assets (PNL) and Ruffer (RICA) shares made modest gains in April, a month that saw the MSCI World index lose almost 3 per cent in sterling terms, while Capital Gearing (CGT) was down by a meagre 0.1 per cent. All three of these trusts are also sitting on gains for 2025 so far.

  • 2 weeks ago | investorschronicle.co.uk | Dave Baxter

    This fund is comfortably beating the global stock market index without relying on one single country, setting it apart from its peersPublished on May 22, 2025As hard as it is to argue against taking a global investment approach in the long run, the onset of the trade wars has made doing so much harder in our very recent history.

  • 2 weeks ago | investorschronicle.co.uk | Dave Baxter

    Even those who don’t like active funds can still use their top picks as inspiration – and that’s especially useful in the somewhat under-researched world of UK small-caps. That’s why we’ve broken out managers’ top picks in the past, both via our regular Ideas Farm segment and an analysis carried out by my colleague Dan Jones last year (‘Professionals’ favourite small-cap picks’). Both of these look at the most popular holdings for a selection of top-performing UK small-cap portfolios.

  • 3 weeks ago | investorschronicle.co.uk | Dave Baxter

    A star of the emerging markets in recent years, India has had a rougher ride so far in 2025. Tariff concerns, fears of high valuations and tensions with Pakistan have all combined to knock the country’s stock market off course. The MSCI India index is down by around 2 per cent for 2025 in the year to date in sterling terms, putting it behind China, Japan, Asia, the UK and Europe.

  • 3 weeks ago | investorschronicle.co.uk | Dave Baxter

    Few investors are quoted quite so liberally as Warren Buffett, whose decision to step back marks the end of an era for both Berkshire Hathaway and perhaps stockpicking in general. But if it’s easy to repeat his asides, replicating his returns has proved much trickier. That much is obvious from the UK funds space, where some managers have openly sought to adopt Buffett’s investing style and others have been lauded as some sort of British heir to the man.

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Dave Baxter
Dave Baxter @davidrbaxter
10 Aug 23

Lol. You'd...hope so? https://t.co/oo8nqyjSdE

Dave Baxter
Dave Baxter @davidrbaxter
6 Jul 23

Some interesting musings from one of the more thoughtful fund buyers https://t.co/QxGxCA4Szy

Asset Allocator
Asset Allocator @assetallocator_

The latest edition of the Asset Allocator Podcast is out now and this week we've spoken to @simonevancook about his return to multi-asset investing https://t.co/Zkgvxs6Q4R

Dave Baxter
Dave Baxter @davidrbaxter
20 Jun 23

https://t.co/V2Ge2sJumE