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Bearbull
March 05, 2015
Tell it like it is
Take two companies whose hopes for growth have been bashed, but both offer a high-yield recovery play. Which is better?
February 25, 2015
Coal, oil and income
Betting on an oil-price recovery provides opportunities for an equity income fund – surprising, but true
February 18, 2015
An instant winner
A minimal-effort income portfolio put together a year ago has done all right. So here's another for 2015
February 11, 2015
Testing times
Rising share prices - almost as much as falling ones - present challenges to successful fund management
February 06, 2015
Good in parts
Momentum is neither good nor bad. The question is whether it's useful for investors
January 28, 2015
The value of momentum
Two new exchange traded funds highlight the importance of having momentum in a portfolio
January 22, 2015
The Asian sweet spot
º£½ÇÉçÇø in an obscure but sweet spot for growth in south-east Asia
January 15, 2015
A Mitie challenge
Sustaining growth while its markets change is the toughest task for any company, as support services provider Mitie is discovering
January 07, 2015
A ‘staples’ diet
More of the Bearbull Global Portfolio is hitched to the spending power of the new middle classes in the emerging economies of Asia
December 31, 2014
Working out 'why'
Working out why Bearbull's income fund had an unusually poor year will help ensure it does not become a habit
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