Our Blogs

• 26Jun2020

  Investing Under 30 (2) – The Bonkers Approach

  26Jun2020

  Last time (Investing Under 30? You Will Want Some Of This) I looked at how to give you a realistic opportunity of funding a gap year in your 30s – an enticing possibility based on the evidence of where the greatest opportunity lies in the years just ahead. Moreover, it was based on what I did myself from the late 1980s, and it was hugely profitable. This week I go off-piste – it’s Bonkers!

  By Brian Dennehy

  Access Level | public

  Generating growth

• 19Jun2020

  Fund managers – skilful or lucky?

  19Jun2020

  Some recent fund manager moves and retirements have triggered the question: should I sell a fund because manager X has moved on? What this question really boils down to is: do you think fund managers are skilful or lucky?

  By Brian Dennehy

  Access Level | public

  Market commentary

• 19Jun2020

  Anatomy Of A Mania – and what this implies for your timing

  19Jun2020

  Rip-roaring investment manias are quite rare, and the last one was the tech bubble from 1998-2000. They never end well, and are very dangerous for investors who are overcommitted to markets. Nonetheless, it is important to understand what this might imply for your current positioning, and also my working assumption.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 19Jun2020

  Sector Review: Cloudy outlook, silver linings and fractures

  19Jun2020

  In a reversal of our last six-month review at the end of 2019 more than half of the sector averages are in negative territory. Tech topped the table while the UK sectors took a hammering. The good news? We’re already seeing some great long-term potential emerging for discerning investors.

  By Sam Lees

  Access Level | member

  Sector analysis

• 17Jun2020

  Gold Members Teleconference - June 2020

  17Jun2020

  The latest teleconference for Gold Members from June 2020.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 12Jun2020

  European Value – the opportunity and the risks

  12Jun2020

  Last week we looked at an opportunity in UK Value funds (The Value Opportunity). This week we broaden this out to look at how Growth and Value has fared in Europe. Are things different there, are there opportunities for investors and what should you buy? Or is Europe an accident waiting to happen?

  By Sam Lees

  Access Level | member

  Market commentary

• 12Jun2020

  A Crazy Week – this is how it ends

  12Jun2020

  It began last Friday when markets went on a tear upwards, and finished yesterday with a collapse. If the Grand Old Duke of York had been on some nutty illegal substance, his progress would have been a bit like the US stock market over the last week. This is how stock market manias end. Here is the week, day by day.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 11Jun2020

  Investing Under 30? You Will Want Some Of This

  11Jun2020

  Are you aged under 30? You go to work day after day to make money. How about using that money to make more money? That’s investing. Possibly in a way which could transform your life, or at the very least your financial well-being.

  By Brian Dennehy

  Access Level | public

  Generating growth

• 11Jun2020

  Guest blog: U.S. and China: A World of Two Asset Classes?

  11Jun2020

  We have covered China in detail in recent blogs (linked to at the end).

  By

  Access Level | member

  Market commentary

• 05Jun2020

  The Value Opportunity

  05Jun2020

  Last week (An Alternative View) I mentioned that on 14th May something stirred – Value investing stirred. This week I explore that in more detail, because it could have very (profitable) significance for years to come.

  By Brian Dennehy

  Access Level | member

  Sector analysis

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