Our Blogs

• 10Nov2017

  India: the benefits of being radical?

  10Nov2017

  This week was the first anniversary of a radical Indian experiment, without global precedent - withdrawing 86% of the countries cash from circulation. What did this achieve? And what does it tell us about the evolving India, and its potential as an investment destination for you?

  By Brian Dennehy

  Access Level | public

  Market commentary

• 10Nov2017

  Xi Driving Chinese Momentum

  10Nov2017

  As you saw in this blog (Best China Growth Funds) China started 2017 on a roll, and has kept rolling. Every week we are receiving research, much of which is paid for and which we aren’t allowed to re-produce. But this week I wanted to give you some snippets from one (unnamed) fund manager who has just returned from China. The question for us: is this momentum being sustained?
  
  These are the observations of one fund manager China in recent weeks...

  By Brian Dennehy

  Access Level | member

  Market commentary

• 10Nov2017

  Trump's U.S. vs The Rest: Year 1

  10Nov2017

  The Trump election was a shock for many, but initially the market liked the idea – less tax, less regulation, big infrastructure spend etc. Here is the story in charts.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 03Nov2017

  Why You Must Buy Small Caps

  03Nov2017

  Why do smaller companies outperform? And why do investors often avoid small caps? We consider both these questions and provide some answers, so you don’t miss out on the extraordinary potential.
  

  By Brian Dennehy

  Access Level | public

  Market commentary

• 03Nov2017

  The US bubble will crush the world

  03Nov2017

  Although the US might be at the centre of an extraordinary stock market bubble, you do not escape the consequences by being invested elsewhere. Strange as it might seem US-centric problems often hit the rest of the world more severely.
  
  Here is a chart illustrating the point in 2008, from 1st September to 27th October.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 03Nov2017

  5 Bad Habits To Avoid

  03Nov2017

  [This was first published in November 2014. We re-print it today unaltered. It is even more relevant today than it was then].
  
  We covered a lot of different topics with the aim of improving your investing success. One that excited particular interest was "The 19 Habits That You Must Stop Now", and here are some of our favourites...

  By Brian Dennehy

  Access Level | public

  Portfolio building

• 03Nov2017

  Amateur or Professional

  03Nov2017

  One of our objectives is to broaden and deepen knowledge around the task of investing. If we can do that it will massively increase your confidence to make the small number of (straightforward) steps required to achieve great success. But this isn’t just about investment knowledge.

  By Brian Dennehy

  Access Level | member

  Portfolio building

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