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LeaderL&G AGM Directors not afraid of shareholders

Post Date: April 17, 2026
    Legal & General’s directors are a beacon of hope and hopefully a bellwether for others. L&G is facilitating shareholder engagement in person and on line. This is...
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Laggard Aviva AGM – Companies should engage positively with shareholders!

Post Date: April 8, 2026
Don’t hide in York! Don’t use hybrid AGMs to hide from difficult questions.  The announcement that Aviva plc will hold its 2026 Annual General Meeting at its regional office in York (Wellington Row) on 6 May is, on the surface, framed as an act...
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Laggard Jubilee Metals (JLP) 

Post Date: March 31, 2026
The value of careful balance sheet analysis   Jubilee Metals Group plc (JLP:LON) is a UK‑based, AIM‑listed metals processing and recovery company. It specialises in extracting valuable metals from mine waste, tailings and...
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Vanguard cuts LifeStrategy UK Home Bias

Post Date: February 16, 2026
Why Now, and What It Really Means  Vanguard has announced a significant change to its flagship LifeStrategy range: a reduction in the long‑standing UK home bias. Equity exposure to the UK will fall from...
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Portfolio Review 2025 – Cliff Weight

Post Date: January 29, 2026
Up 15.7%. 😊. I am happy with this. Key points Portfolio up 15.7%. Benchmark performance: 13%, representing a 90% equities/10% bonds/cash allocation. The global equities benchmark rose 13.9% in sterling terms MSCI USA rose 9.2% in sterling terms (17.9% in dollars, but I was unhedged) UK FTSE 100 rose +25.8%. My outperformance of +2.7% reflects: my FTSE 100 shares (impact on returns = +0.5%), stock selection +6%, my small AIM company bias (-1.5%) and US underperformance in sterling terms ...
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