farrelly’s Spotlight

farrelly’s Spotlight is a subscription-based publication that provides in-depth coverage of subjects that are of interest to long-term investors but not all that well covered by mainstream research providers. It will attempt to debunk some of the many myths that enjoy currency in the investment world.

Like the Dynamic Asset Allocation Service, farrelly’s Spotlight will aim to be evidence-based, long-term in orientation, written in plain English - and, above all, useful for investment decision makers.

What’s in a subscription?

An annual subscription includes eight Spotlight reports reviewing subjects such as the outlook for residential property; interest rates; hedge funds; private equity; private debt; gold; crypto-currencies; and, where active management does and does not make sense.

  • Subscription period:  12 months
  • Number of reports:  8 per annum
  • Reports delivered:  Jan, Feb, Apr, May, Jul, Aug, Oct, Nov
  • Latest reports:

- Spotlight on surviving bear markets, Oct 2022
- Spotlight on residential property, Sep 2022
- Spotlight on the bond bear market, Jul 2022

  • Try before you buy:

- Spotlight on active management, May 2022
- Spotlight on gold, Mar 2022
- Spotlight on crypto-currencies, Feb 2022
- Spotlight on inflation, Dec 2021

While equities do outperform in the long-term, the price we pay are the bear markets which periodically come along to test our staying power. This Spotlight is a guide to help investors survive bear markets.

After four decades of supercharged growth in residential property prices, we are finally seeing some of the froth come out of this market. This Spotlight argues that we are entering a very different environment for residential property prices.

The past 18 months has seen the biggest bond bear market in almost 50 years. In this Spotlight, we look at why bond prices have fallen so much, how this bear market compares with others, and what returns and volatility we are likely to see going ahead.

The arguments for and against active and passive management are much more nuanced than is often suggested by proponents on either side. In this Spotlight, we review the hard facts as represented by the S&P Index Versus Active (SPIVA) data, which farrelly’s views as the definitive database on active management.

Gold has fascinated investors and analysts for decades. But it is a poor hedge against inflation over meaningful time horizons, and it is close to its highest real price in 800 years.

Despite astonishingly good returns during their limited history, there are too many uncertainties around crypto-currencies to consider them an investable asset.

The hottest investment topic of the day is inflation and its possible impact on investment markets. In farrelly's view, it is a storm in a teacup. This sanguine view is very much an outworking of our core philosophy that the long-term is much easier to forecast than the short-term.

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