• Skip to main content
  • Skip to primary sidebar
  • About This Website
    • A polite reminder
  • How To
    • Use this website and benefit from the subscription option
    • Pick a financial adviser
    • Ensure your investment adviser is delivering good value
    • Get expert help with running your own portfolio
    • Pick a ‘tax wrapper’
    • Pick a Trading Platform
    • Diversify a portfolio in today’s world
    • Invest in line with your conscience
    • Research (screen for) a specific fund requirement (m)
    • Pick a fund for the future or how to be a contrarian (m)
    • Find the ‘next best thing’ and make rational sell decisions (fund switching) (m)
    • Time investment sales (skim profits) (m)
    • Interpret a Morningstar X-Ray (m)
    • Use Trustnet for Research (m)
    • How to review a neglected portfolio when the world has moved on (m)
  • *Important Information*
  • Real World
    • A Frank Introduction to Investing
    • Costs
    • Investment Risk – Your Starter For 10
    • How are advisers fees worked out?
    • 10+ top tips for investors
    • An actual portfolio review (m)
    • Benchmarks – a thorny subject
    • Disinvestment from fossil fuel businesses – are there better options?
  • Tales of the Unexpected
    • Lola
    • Round and Round the Mulberry Bush
    • FOMO (Fear of Missing Out) and the lazy mind.
    • Property Development Schemes
  • For More Experienced Investors
  • Glossary with a Difference
  • Member Only Content (M)
    • Example of simple cash flow planner (m)
    • Long Reads
      • What is market shorting and is it a bad thing?
      • How to conduct a periodic portfolio review (m)
      • Investing without management (passively) – a better way? (m)
  • Portfolios and Funds (m)
    • Lessons in Portfolio Construction and Maintenance – Introduction
      • High Level Asset Allocation
      • Selecting Funds
      • Cash Flow and Tax Issues in Portfolio Construction
      • Setting Objectives and Understanding Risks
      • A suggested portfolio for Alex Bright
  • Multi Asset Academy (m)
    • Some basic basics
    • Who are Vanguard?
    • Are multi-asset funds expensive?
    • Cheap and cheerful?
    • Its all about asset allocation, but…
    • Myth and misunderstandings
    • Taking money out of multi asset funds – the pros and cons
    • Distribution funds – the forerunner of multi asset investing?
    • DIY Multi Asset – adding risk controls
    • Benchmark Fog
  • Member Login
  • Logout

Its Not Harry

Comment and opinion for retail investors in the UK

Midweek Musings – Dull markets and a star manager goes out on his own

10th January 2024 by Mark Potter Leave a Comment

As is common in early January, markets are drifting, more down than up, as participants get back into gear after the long seasonal break, wait for their analysts to publish 2023 4th quarter data and complete the usual crystal ball gazing. Those analysts are not usually so prompt as your scribe, probably because they need their teams to build deep decks of incomprehensible Powerpoint slides to make their hunches look more convincing!

On that topic, I will be reporting Morningstar’s recent webinar on prospects for European markets in 2024, probably next week. They had a good ration of pretty but not always relevant slides!

You need to be logged in to view the rest of the content. Please Log In. Not a Member? Join Us

Filed Under: Funds, Members Only, Monthly commentary, Trading

Reader Interactions

Click here to cancel reply.

You must be logged in to post a comment.

Primary Sidebar

Recent Posts

  • Mid-month Musings – September 2026
  • Deep Dive – September 2026
  • Mid Month Musings with Mark (not me!)
  • Thank You
  • Deep Dive – August 2026

Archives

Categories

  • Academic theory
  • Announcements
  • Asset Allocation
  • Basics
  • Cost of investing
  • Economics
  • Education
  • Funds
  • House rules
  • Humour
  • Innovation
  • Markets
  • Members Only
  • Monthly commentary
  • News
  • Opinion
  • Passives and Trackers
  • Politics
  • Portfolios
  • Rants
  • Research tools
  • Site Content
  • Sustainability/ESG
  • Trading
  • Uncategorised