Dave Baxter

1 week ago | investorschronicle.co.uk | Dave Baxter

Studies commonly show that many active funds struggle to beat the market, especially in the longer run. But as ever, some anomalies can be found and spotting these can reward savvy investors. Each year we look at relatively small funds that scored well on a particular measure of outperformance for the level of risk taken (‘Six overlooked funds making big returns’), with the rationale that funds with fewer assets and hungrier investment teams can continue to deliver the goods.

1 week ago | investorschronicle.co.uk | Dave Baxter

US stocks have had a wild ride so far this year, with the emergence of tariffs prompting volatility. Broader questions about the endurance of the ‘US exceptionalism’ theme have meanwhile provoked a flight from US assets more generally, and a weakening of the dollar. This has been somewhat painful for returns. Yet having experienced some big downward lurches followed by powerful rallies, the S&P 500 is actually up by 1.7 per cent for 2025 to date as of 17 June, in dollar terms at least.

2 weeks ago | vintertainmentstudios.com | Dave Baxter

Current time: 0:00 / Total time: -1:00:58Audio playback is not supported on your browser. Please upgrade. You can also listen to this episode on your podcast platform of choice!We’ve been following on Substack for a couple of years now, but as a comic creator.

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

The asset class has plenty to offer those in the knowPublished on June 5, 2025Historically perceived as a sleepy asset class, bonds have offered investors more of a wild ride in recent years. Fixed income has faced serious challenges in the form of interest rate rises, stubbornly high inflation and even concerns about the financial stability of certain issuers.

4 weeks ago | investorschronicle.co.uk | Dave Baxter

Portfolio Clinic: A reader wants to use a lump sum to invest and cover ever-increasing care home fees. Dave Baxter takes a lookPublished on May 30, 2025Putting money aside for the future should be to fund a fulfilling retirement and, eventually, pass money to family. However, as people live longer, going into care has become a very real and very costly possibility.