Our Blogs

• 18Sep2020

  Cautious - Dynamic Portfolio Review

  18Sep2020

  Feeling cautious? You’re certainly not alone. If you’re looking for cautious investment ideas, here we review the Dynamic Cautious Portfolio. It’s a great option for momentum investors seeking a lower risk solution. We look at what’s in the Dynamic Cautious Portfolio and how it has done over the last 6 months.

  By Ben Debney

  Access Level | member

  Dynamic Portfolios

• 18Sep2020

  Memoir Of Extraordinary Folly and Delusion

  18Sep2020

  One particular type of current investment madness (SPACs, which I will explain next week) reminded me of a favourite old investment book, “Memoirs of Extraordinary Popular Delusions and The Madness Of Crowds” – some later editions have slightly different names, but it is the same book by Charles Mackay. It was first written in 1841, and my raggedy edition is from 1869.

  By

  Access Level | public

  Market commentary

• 18Sep2020

  Winners From A Weak Pound

  18Sep2020

  One of the issues which will arise if there is a hard Brexit is sterling weakness, so I wanted to get ahead of events and see how this will impact you and your investments.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 17Sep2020

  Gold Members' Teleconference September 2020

  17Sep2020

  The latest teleconference for Gold Members.

  By

  Access Level | member

  Fund analysis

• 11Sep2020

  Maximising Your Returns From Asia and Emerging Markets

  11Sep2020

  If you have been keeping track of our portfolios on FundExpert you’ll know that we already track a Dynamic 6-month momentum portfolio for Asia and Emerging Markets (which just had a slightly underwhelming 6 months though is superb over longer periods, see here). We wanted to extend this research to investigate different review periods and the impact of adding investment trusts.

  By Ben Debney

  Access Level | member

  Fund analysis

• 11Sep2020

  Asia and Emerging Markets - Dynamic Portfolio Review

  11Sep2020

  We have already reviewed the great numbers for the volatile Bonkers portfolio. Here we look at another portfolio investing in some risky markets that can produce great returns: the Dynamic Asia & Emerging Markets portfolio.

  By Ben Debney

  Access Level | member

  Dynamic Portfolios

• 11Sep2020

  Plenty Of Ideas. No Leadership? (MMT 7)

  11Sep2020

  If these changes are to take place they are ultimately decisions made by politicians, not central bankers or civil servants. Such policy decisions need to be expressed in ways which don’t frighten voters and taxpayers, while also sensibly managing expectations.

  By

  Access Level | member

  Fund analysis

• 11Sep2020

  What is MMT or Modern Monetary Theory? (MMT 6)

  11Sep2020

  It isn’t modern – it is decades old. Nor is it a single theory. Rather it is a lot of different ideas, loosely connected, which have been collected under one banner. Helicopter money is just one idea bundled under the MMT banner.

  By

  Access Level | member

  Fund analysis

• 11Sep2020

  What Is Helicopter Money? (MMT 5)

  11Sep2020

  Helicopter money has two elements:

  By

  Access Level | member

  Fund analysis

• 11Sep2020

  The Double D Problem – Debt and Demographics (MMT 4)

  11Sep2020

  Young populations and debt allowed the Western democracies to blossom in most of the second half of the 20th century. Now the blossoms have gone, and there is a lot of dead wood. What happened?

  By Brian Dennehy

  Access Level | member

  Fund analysis

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