Upside Blog

What is… Momentum Investing?

Published on 19/11/2020

From early days sat in front of the TV watching Trading Places at Christmas, we’ve grown up with the age old adage “buy-low, sell-high”. And that might work for some, but for others, Trading Places is too 80s. “It’s 2020!” they cry, “it’s time for Momentum Investing!”

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The Rise of ESG

Published on 12/11/2020

In a recent article, we broke down what ESG investing is. It got you excited right? Well us too. But it raised some interesting questions, most notably, why since the start of the COVID-19 crisis, interest in ethical investing has increased. So we thought we’d delve a little deeper.

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What is… Value investing

Published on 05/11/2020

We all love value. A bargain is a bargain at the end of the day. So what’s value investing? Well, it’s a strategy involving picking stocks that appear to trade at a lower value than their intrinsic value.

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What is... ESG Investing?

Published on 29/10/2020

Investing is open to everyone, with all sorts of opinions. Some investors don’t see the harm in buying stock from any type of company, but others may wish to invest in companies that fit their specific values. Some investors for example, may not wish to profit from companies that damage the planet, or companies that harm their customers or workers.

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Changing Your Mindset

Published on 22/10/2020

For many of us the generic term ‘finance’ conjures up images of hard and sharp graphs, complicated numbers and language or landscapes that us “normal people” just don’t get, or even care about.

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Money-Balling

Published on 08/10/2020

When a book is made into a movie the age old argument will break out - which was better? Well in the case of Moneyball, we think it’s both. Have you read the book, or seen the movie? If not, stop what you’re doing and check it out.

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On The Edge

Published on 01/10/2020

When was the last time you felt left out? Sidelined in a conversation because you weren't really sure what everyone was talking about? The playground when you were a kid? In the pub when your pal who loves craft beer was talking about DDH IPAs? When your kids were explaining how servers work in Minecraft? In the office when the technical lead was talking about… wait, what was it? Read more...

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Paying Your Dues

Published on 24/09/2020

Research, research, research. At the end of the day that’s what it’s all about. Any investor, portfolio manager or analyst will tell you the same.

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Risky Business

Published on 17/09/2020

One of the obstacles many people face when they start learning about investing is how to manage risk. Risk is a word with often negative connotations. It makes you think of the Bermuda Triangle, or quicksand - which, let’s face it, we all thought we’d face more as an adult.

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From the Ground Up

Published on 10/09/2020

We all interact with listed companies each day, from checking our phone in the morning, buying a coffee on the way into work, buying a new piece of clothing, logging into our computers, watching movies, or even that beer in the pub at the end of the day.

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Fresh Beginnings

Published on 03/09/2020

With September comes fresh beginnings. The dewey summer mornings give way to crisper ones. The world starts up again after the summer lull. The leaves start turning from greens into reds, then yellows, and browns.

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When An Idea Hovers

Published on 27/08/2020

We keep harping on about it here at Upside, but it’s true. We really do believe that anyone can have a great investment idea.

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The Hidden Door

Published on 20/08/2020

Behind the hidden door could be all manner of things. You’ve heard whispers about what’s there, and you’re curious to know, but maybe you won’t understand it.

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Training Wheels

Published on 13/08/2020

When children are learning to ride a bike, we give them stabilisers; training wheels to avoid the inevitable, which still happens anyway.

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Investing in Magic

Published on 06/08/2020

It’s been 23 years since Harry Potter and the Philosophers Stone was published in the UK, and it is now a right of passage for children to escape in the magical world of witchcraft and wizardry.

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The Masters

Published on 30/07/2020

There you stand on the first tee, wind blowing in your hair. Club in hand, and golf ball ready, preparing to take your shot.

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Side Hustling

Published on 23/07/2020

We live in a world of side hustles. Where you are both a sales manager and a make-up artist, a PR rep and a vintage clothes seller, a student, barista and learning to trade.

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The Portfolio Supermarket

Published on 09/07/2020

In the age of lockdown, many of us have got to grips with online shopping of all varieties, but it’s the grocery sector that has really boomed. Gone are the days where we push our trolleys down the aisles, and cave at the check-out when we see our favourite chocolate bar.

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The Curator

Published on 02/07/2020

A curator is a manager, an overseer. Someone who tends to a collection of artifacts in a museum. Or someone who collects a selection of weird and wonderful oddities. Or indeed, someone who selects beautiful items to sell in a shop.

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The Robot

Published on 25/06/2020

Our worlds are becoming more and more tech dependent, from our reliance on mobile phones with their myriad apps, to online maps to get you to that hot new restaurant you’ve never heard of but your friends have been banging on about for months.

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Learning From Experience

Published on 11/06/2020

“You’ll understand when you’re older” is one of those sayings that parents tell their children when they don’t have time, or aren’t ready to explain something.

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The Paper Crane

Published on 04/06/2020

With just a small number of folds, a square piece of origami paper can be used to create any number of hugely intricate designs. From stars, elephants, flowers and frogs, to the more common crane.

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Drawing Conclusions

Published on 07/05/2020

These days, being bombarded with information from all corners of our life leaves us open to accepting ‘fact’ as data.

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Inferring a Prediction

Published on 30/04/2020

No one will make a big decision without a bit of research - whether it’s buying a car, choosing a holiday or making an investment.

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Seeds of Change

Published on 23/04/2020

Some investment firms use the analogy of a ship navigating through the choppy seas into calmer waters, and others of an investment starting as a seed and growing into a strong oak.

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Getting It Right

Published on 16/04/2020

As we move from childhood into adulthood, we tend to become increasingly scared of getting it wrong. Children see the world differently, without the constraints and rules of adulthood.

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Predicting Flux

Published on 09/04/2020

Over the last three months the whole world has become interested in predicting the future, and it is a hard task. We are living in an unprecedented and unpredictable time, a time that even the superforecasters didn’t predict.

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The Art of Measuring

Published on 02/04/2020

Often, a lot of what we see is an illusion - the way that your brain perceives images is often faulty. Not only does your brain have to flip what you are seeing, but you naturally try to find reference points from your past to compare to, rather than actually seeing what is there. A lot of the time, what you are seeing, your brain is just estimating using a familiar backstory.

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The Unexpected

Published on 18/03/2020

At the heart of the concept of Superforecasting is the idea that anyone, anywhere, can do something unexpected, even remarkable. Something that was perceived by others to be impossible.

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For The Love Of Research

Published on 11/03/2020

Until December 2017, reams and reams of sell-side investment research was sent to the buy-side, with asset managers sending both trading business, and paying commission to the sell-side who created it.

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Measuring Ideas

Published on 28/02/2020

For centuries, people have investigated and understood the world around us by measuring things. Heights, weights, depths, speeds, brightness, strength. Our findings have shaped how we think and interact with the world every day.

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The Origin Story

Published on 21/02/2020

As with superheroes, so it is with companies: the origin story. Where did the idea come from, and where are we going with it?

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Dear Sell-side

Published on 30/12/2019

Dear Sell-side, Don’t leave us. In the new era of transparency, the pricing power of your research has never been greater.

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The Science of Being Right

Published on 27/12/2019

Since the financial crisis, investing has become increasingly and notably more short term in its outlook. Factors and signals are the new investing elixir, identified and isolated at greater speeds by the advances in technology and trading tools.

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