Our Blogs

• 29Sep2023

  What’s Hot, What’s Not: Japan Hot, Growth and Europe Not [Sector Edition]

  29Sep2023

  Japan and emerging market bonds underpin the ongoing positive outlook for Asia, and UK equity income is overdue a place in the sun.
  

  By Brian Dennehy

  Access Level | public

  What's Hot What's Not

• 29Sep2023

  What’s Hot, What’s Not: Japan Hot, Growth and Europe Not [Fund Edition]

  29Sep2023

  Japan funds keep rolling, along with a smattering of UK funds. In contrast, the Growth-style funds continue to be battered, along with Europe.

  By Brian Dennehy

  Access Level | public

  What's Hot What's Not

• 29Sep2023

  Your Questions Answered - September Teleconference Q&A

  29Sep2023

  Your questions and answers for the September Gold Members' teleconference.

  By Brian Dennehy

  Access Level | member

  Q&A

• 22Sep2023

  Gold Members' Teleconference - September 2023

  22Sep2023

  Highlights - Stagflation - Japan - UK - Europe - China - US

  By Brian Dennehy

  Access Level | member

  Teleconference

• 15Sep2023

  23rd September – Turning Point Or Distraction?

  15Sep2023

  “Wonderful as is the development of the human brain, it originated as an enlarged ganglion, and its first response is still that of the ganglion”

  By Brian Dennehy

  Access Level | public

  Market commentary

• 15Sep2023

  Japan Blossoming – Fundamental Reforms

  15Sep2023

  Japan got a lot of investors excited in Spring 2023. They missed the boat 14 years ago, but does potential remain? Valuations suggest the answer is “yes”, and I explore this today.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 08Sep2023

  Charts: Markets On A Knife-Edge

  08Sep2023

  A number of charts are clearly illustrating the possibility of a break lower in the next few weeks, which will set a nasty tone for the Autumn.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 08Sep2023

  China: Who Or What Do You Trust?

  08Sep2023

  In recent weeks, there has been a growing chorus of voices warning of an imminent economic collapse in China. However, the facts as reflected in financial markets tell a different story.

  By Brian Dennehy

  Access Level | member

  Fund analysis

• 01Sep2023

  Dynamic Portfolio Review: September 2023

  01Sep2023

  In our monthly Dynamic Portfolio review we provide some background commentary and insights, as well as performance tables & graphs, risk tables, and where to go to find the new funds for each Dynamic Portfolio.

  By Brian Dennehy

  Access Level | member

  Dynamic Portfolios

• 01Sep2023

  Vintage Ratings: Best UK Funds Under The Spotlight

  01Sep2023

  Fancy a straightforward, minimum stress way to identify funds offering growth almost 2x the return of the average UK growth fund? With 97% of funds failing to beat an undemanding benchmark, identifying funds which can achieve such a scale of extra growth has huge attractions for investors.

  By Joe Richardson

  Access Level | public

  Investment research

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