Baggot Investment Partners

Join Our Free Online Investing Webinar – Thursday, 20th November at 7PM (IST)

Markets have changed significantly over the past year, and as we move toward 2026, it’s important to understand where opportunities may lie and how to protect your portfolio against risk.

Join Baggot Investment Partners for a free online investing webinar, where our investment team will discuss key insights shaping the year ahead:

2025 investing highlights

The outlook for inflation and interest rates in 2026

Deposit rates and risk appetite

The dollar – the greatest variable on future returns

Reducing exposure to U.S. markets

The Mag 7 outlook and other market opportunities

Commodities

Raising cash from deferred pensions, AVCs and retirement bonds

Date: Thursday, 20th November
Time: 7:00pm (IST)
Register for free: https://baggot.ie/free-investing-webinar/

Don’t miss this opportunity to hear directly from our experts and gain valuable insights for your investment strategy in 2026 and beyond.

Free Investing Webinar • Baggot Investment Partners You can actively participate, pose your questions live, or submit them in advance for a comprehensive Q&A.

Value outperformed Growth by 110% during the Tech Wreck — could history be rhyming again?

Over the past few months, Value has quietly started to outperform Growth. It’s a pattern we’ve seen before — one that feels eerily similar to the lead-up to the early 2000s Tech Wreck.

Back then, speculative excess, sky-high valuations, and profitless IPOs ruled the markets. When the correction came, Value investors came out on top.

Between March 2000 and October 2002, Berkshire Hathaway gained +27.6%, while the Nasdaq-100 fell –82.7% — a 110% outperformance by Value.

Are we seeing history rhyme once again?
Read the full insight from David Flynn, Chief Investment Strategist at Baggot Investment Partners:

https://baggot.ie/value-outperformed-growth-by-110-during-the-tech-wreck/

September 2025 Market Update from Baggot Investment Partners

It’s been a standout year so far for Baggot portfolios — with strong outperformance across all our key strategies.

In our latest General Market Update, we unpack:
Why our portfolios continue to outperform benchmarks
The shift from US-led markets toward Europe and Asia
How short-duration bonds and commodities are helping balance risk
The long-term impact of the AI-driven energy boom

Get clear, evidence-based insight into what’s shaping markets as we head into the final quarter of 2025 — and what it means for your investments.

Read the full update and download the report here:
https://baggot.ie/general-update-september-2025/

A tweet. A rumour. A leaked memo.

That’s all it takes to move billions of dollars in today’s markets.

But while most investors react emotionally, the pros are exploiting overreactions—and profiting.

This blog breaks down:
How to spot market overreactions
The difference between noise & real news
A framework to trade smart—not fast

Whether it's Trump calling Powell "incompetent" or a fake Fed leak, one rule always applies:
Don’t panic. Have a plan.

Read the full post at https://baggot.ie/breaking-news-how-to-exploit-market-overreactions-without-getting-burned/

Want to train like the pros? Explore courses at iift.ie

Breaking News! How to Exploit Market Overreactions Without Getting Burned • Baggot Investment Partners Author: Tony Fitzpatrick, Managing Director, IIFT

Everyone in the golf club thought they were investing in American property…

I told them it was actually a foreign exchange bet—and it turned out I was right.

The dollar dropped 30%. Their equity? Wiped out.

The FX market is often overlooked in portfolio construction, but it can make or break returns—especially for passive investors holding unhedged US assets.

This year alone, the Euro Stoxx 50 has outperformed the S&P 500 by 16% in euro-adjusted terms.

Read the full post to understand: https://baggot.ie/understanding-the-importance-of-foreign-exchange-exposure-in-investment-decisions/

Why FX risk is bigger than you think

How a weak dollar is reshaping portfolios

What hedging strategies investors should consider

Want a complimentary financial review? Email [email protected]

Tensions in the Middle East are rising again.

Crude oil? Everyone’s watching it.

But you know what quietly gained +5.57% the same day conflict headlines broke?
Uranium.

With energy independence now a top priority worldwide, nuclear is back in the spotlight.

China plans to nearly double its nuclear capacity by 2040

TerraPower just raised $650M (yes, with help from Nvidia)

The World Bank lifted its ban on nuclear funding

Westinghouse plans to pour $75B into 10 new U.S. reactors

Why does this matter to investors?
Because uranium isn’t just gaining momentum—it’s non-correlated to traditional asset classes, making it a strong diversifier in any portfolio.

Full blog + data: https://baggot.ie/nuclear-is-hot/

Active vs Passive Investing in 2025: Does Trump Change the Game?

With US debt topping $35 TRILLION and Trump eyeing broad tariffs if re-elected, the passive “set it and forget it” approach might be facing its biggest test yet.

Here’s the dilemma:
Passive investing is cheap, reliable long-term — but rigid during shocks.
Active investing can pivot fast — but only works if you pick the right managers (and the fees don’t eat you alive).

In a world of rising rates, inflation risks, trade wars, and market concentration (hello, Big Tech ), active managers may finally have their moment... if they can deliver.

So what’s the smart move?

A blended strategy might just be your best hedge:

Core: low-cost index exposure

Satellite: tactical active plays in volatile sectors

I break down all the macro risks (debt, tariffs, inflation) — and what they mean for your portfolio — in the full blog.

Read it here: https://baggot.ie/active-vs-passive-investing/

Active vs Passive Investing • Baggot Investment Partners Author: Peter Brown, Managing Director

Is it time to load up on Silver?

A friend of ours asked if he should buy physical gold “just in case WW3 breaks out.” Fair. But here’s the thing — Silver is currently way undervalued compared to Gold.

The Gold/Silver ratio is 91 (historical average = 60)
That means Silver could jump over 50% if things rebalance

So if you're stacking precious metals, don't sleep on Silver.

Tap the link in bio to read the full breakdown and see why this might be the trade of the year. https://baggot.ie/silver-is-cheap-relative-to-gold/

Did Trump just help make European equities cool again?

From cheaper valuations to stronger currencies and fiscal expansion, Europe is pulling ahead — and the numbers prove it.

Find out why this might be the start of a bigger trend:

[Read the blog post] https://baggot.ie/trump-has-been-good-for-european-equities/

Trump Has Been Good For European Equities • Baggot Investment Partners Author: David Flynn, Chief Investment Strategist and Director.

Your portfolio deserves more than stocks and bonds.

We’ve added an asset that moves independently of traditional markets — and it’s proving to be a powerful diversification tool.

Find out what it is and why it works:

https://baggot.ie/the-investment-case-for-uranium/

Are you investing with the right level of risk?

Understanding your risk appetite is key to building a portfolio that works for you — not against you. In our latest blog, we break down how to assess your comfort with risk, explain the ESMA risk scale, and offer simple steps to match your investments to your goals and mindset.

Too cautious? You could be missing out on returns.
Too aggressive? You might be losing sleep over volatility.

Read now and learn how to strike the right balance: https://baggot.ie/understanding-investment-risk-appetite-and-what-level-is-appropriate-for-you/

China Tech Outperforms US Tech – and It’s Not Even Close

Over the last 15 months, Chinese tech stocks (via the Kraneshares CSI China Internet ETF) returned +32.27%, outperforming the Nasdaq 100’s +19.11%. That’s a 13.16% edge — and yet most portfolios are still heavily weighted toward U.S. tech.

We believe this is a once-in-a-decade opportunity — think post-2008 US Tech, but in China.

Why it matters:

- Huge market size & online retail dominance
- $204B in cash across the “Dragon 7” (China’s Mag 7)
- Strong free cash flow + undervalued PEG ratios
- Major share buyback programs
- Strategic government support

For those looking to diversify beyond the Magnificent 7 — or seeking capital protection and yield — there are smart, tax-efficient ways to gain exposure to this theme inside your pension.

📖 Read the full investment case: https://baggot.ie/significant-outperformance-in-china-tech-versus-us-tech/