Our Blogs

• 17Nov2017

  Japan: new momentum research

  17Nov2017

  Many investors see Japan as a graveyard. But our technical analysis suggests significant potential in Japanese funds. In this blog, we look at the best way to exploit this potential.

  By Sam Lees

  Access Level | member

  Fund analysis

• 17Nov2017

  World Toilet Day: No laughing matter for 60% of the world's population

  17Nov2017

  World Toilet Day on 19th November is no laughing matter for the 60% of the people on this planet who live either without a household toilet at all or one that safely disposes of their waste. 1,000 children die each day due to poor sanitation. This is a key focus for Indian Prime Minister Narendra Modi, and a convenient way in which his success will be measured.

  By Brian Dennehy

  Access Level | public

  Fund analysis

• 16Nov2017

  Gold Members' Teleconference - November 2017

  16Nov2017

  Stop-Losses - Portfolio Construction - Market News - Dynamic Fund Ratings - The Overnight Test
  
  

  By Brian Dennehy

  Access Level | member

  Teleconference

• 10Nov2017

  Guest Blog: If bitcoin isn't a bubble, it's a spookily good impression

  10Nov2017

  Schroders have produced much insightful research over the years. Here they look at a chart comparing bitcoin’s price movements with a classic market bubble. This should be enough to test the ‘leap of faith’ currently being taken by the herds of investors entering the cryptocurrency market.

  By The Value Perspective, Schroders

  Access Level | public

  Market commentary

• 10Nov2017

  Chart of the Week: Share prices down, index up? It’s magic!

  10Nov2017

  If most company share prices are going down, shouldn't the stock market index be going down too? We take a look.
  

  By Brian Dennehy

  Access Level | public

  Market commentary

• 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

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