Archive

  1. Financial Times - There are only two types of investors

    There is a lot to lose and little to gain from market timing
    I last wrote about the problems of so-called market timing in these pages in 2013 (Market timing: don't try this at home). With the Covid-19 pandemic dominating the news and recent volatility on world stock markets, you may have heard a lot about market timing again.

    By Financial Times
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  2. Money Observer

    Money Observer - Fundsmith’s Terry Smith: forecasters are like Michael Fish

    Tumult, turbulence and turmoil are just the words beginning with the letter T used by commentators to describe the behaviour of stock markets in October. I think it’s always good to look at the definition of the words we are being asked to accept. For example: turmoil, noun: a state of great disturbance, confusion, or uncertainty . synonyms: confusion, upheaval(s), turbulence, tumult, disorder.

    By Money Observer, Terry Smith
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  3. Financial Times – Emerging Markets ETFs and the Jaws of Death

    In his latest article and podcast for FT Money, Terry Smith discusses why it may seem a strange position for an active fund manager to adopt but he is in favour of passive or index investment; the problems with emerging market ETFs; and the types of companies that these ETFs invest in.

    By Fundsmith
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  4. Fidelity - Market & Insights

    In this interview between Terry Smith and Maike Currie, Terry speaks about Warren Buffett's approach to investment and how he has used these principals in his investment strategy.

    By Fundsmith
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  5. Financial Times

    Financial Times - Where's the beef?

    Terry Smith discusses how the popular US catchphrase 'Where’s the beef?' is relevant to the current predicament of McDonald’s, the world's largest fast food operator.

    By Financial Times, Terry Smith
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  6. 0j90f390jf98h81fg98hf9@example.com

    Fidelity - Three steps to heaven

    Terry Smith details Fundsmith's simple three stage investment process - invest in good companies, don't overpay, and then do nothing.

    By 0j90f390jf98h81fg98hf9@example.com, Terry Smith
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