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Dave Baxter

  • Mobius IT: an emerging market fund with an edge
    April 28, 2022

    Mobius IT: an emerging market fund with an edge

    A highly concentrated emerging markets fund that has a differentiated portfolio of small- and medium-sized companies
  • April 27, 2022

    Renewable infrastructure trusts: not too pricey just yet?

    Strong performance revives a familiar question
    Author Image
  • The case for frontier market funds
    April 26, 2022

    The case for frontier market funds

    We mull the appeals of a niche investment universe
  • Are passive funds "holders of last resort" for oil and gas?
    April 21, 2022

    Are passive funds "holders of last resort" for oil and gas?

    Another ESG criticism for trackers
  • ETF watch: Investors seek safe havens and commodities while ESG demand dips
    April 19, 2022

    ETF watch: Investors seek safe havens and commodities while ESG demand dips

    US government and corporate bond ETFs continue to attract investor interest
  • The investment trust IPO slump, and what awaits
    April 13, 2022

    The investment trust IPO slump, and what awaits

    What interesting launches might be waiting in the wings?
  • Style-neutral funds for market rotations
    April 11, 2022

    Style-neutral funds for market rotations

    Style-neutral funds can be a good way to offset market rotations
  • Investment Trust spotlight - BH Macro: still a port in the storm
    April 05, 2022

    Investment Trust spotlight - BH Macro: still a port in the storm

    BH Macro has a solid record as a portfolio diversifier, but has high fees
  • Fees: bigger the fund, harder they fall?
    April 05, 2022

    Fees: bigger the fund, harder they fall?

    A surprising take on investment charges
  • Low-risk alternatives to sitting on cash
    April 04, 2022

    Low-risk alternatives to sitting on cash

    Some defensive (but not risk-free) fund options
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