Our Blogs

• 06Nov2020

  GUEST BLOG – Dividends and the pandemic part 1: where are we seven months on?

  06Nov2020

  Covid-19’s widespread financial damage includes an unparalleled hit to company dividends. Meaning more tough times for income investors. But the situation varies across sectors. It’s not all bad news. Charles Luke, Senior Investment Director, UK Equities, shares the latest on dividends – including signs of stability and renewed activity.

  By Guest Blog

  Access Level | public

  Fund analysis

• 06Nov2020

  Japan 3-month - Dynamic Portfolio Review

  06Nov2020

  Japan has been one of the cheapest stock markets in the developed world for a number of years and has, typically, been overlooked by Western investors. This month we review our Dynamic Japan 3-month momentum portfolio, a tweaked version of our normal Dynamic Portfolios.

  By

  Access Level | member

  Dynamic Portfolios

• 06Nov2020

  Emotional markets, Biden, and UK update

  06Nov2020

  Markets have been wild this week intra-day, and are highly emotional. Here I try and make sense of some of what has happened, what a Biden presidency might mean for investors, and look at how the UK market has reacted, updating the recent teleconference analysis.

  By Brian Dennehy

  Access Level | member

  Fund analysis

• 30Oct2020

  UK stock market – How Low Can It Go? A Lot Lower

  30Oct2020

  Last week I looked at the “worst case” for the pivotal US stock market. Today I look at the same for the UK, as well as a more optimistic central case.

  By

  Access Level | member

  Market commentary

• 30Oct2020

  Scary funds? Only If You Don’t Have A Plan

  30Oct2020

  There have been plenty of frightening times for investors in recent years, no more so than 2020. But panic will only sets in if you are investing without a clear rationale, a clear plan. Here we look at the scariest funds of 2020 and how you can avoid getting stuck in funds like these in the future.

  By Brian Dennehy

  Access Level | public

  Fund analysis

• 30Oct2020

  What’s Hot, What’s Not: China booms; Europe swoons

  30Oct2020

  China, Asia generally, and Global Emerging Market funds are the standout performers this month. Europe however, not so great, and US gains in October were wiped out over the last week.

  By Brian Dennehy

  Access Level | public

  What's Hot What's Not

• 23Oct2020

  Brexit – Hard or Soft – Who Are The Winners

  23Oct2020

  Whether the UK experiences a Hard or Soft Brexit remains to be seen. In light of this uncertainty, here we explore the implications of these two possible outcomes for UK stock markets, investors and the economy as a whole.

  By Brian Dennehy

  Access Level | public

  Fund analysis

• 23Oct2020

  My Worst Case Analysis

  23Oct2020

  Far too many in the investment industry engage in pointless prediction of a highly complex world which, to any useful degree, is beyond prediction. With that thought burning in my ears, I will suggest one imminent possibility for the US stock market, because its implication is painful for UK and world markets. This is my worst case.

  By Brian Dennehy

  Access Level | member

  Fund analysis

• 23Oct2020

  My Portfolio: Brian on the Couch

  23Oct2020

  I have tip-toed through 2020 with my own investments. As well as many distractions, to knock me off balance, there are also a range of opportunities beyond my personal choices, to suck me in. As requested, this is me back on the couch, and how I feel about my personal investing right now.

  By Brian Dennehy

  Access Level | member

  Fund analysis

• 21Oct2020

  Gold Members' Teleconference October 2020

  21Oct2020

  The latest teleconference for Gold Members.

  By Brian Dennehy

  Access Level | member

  Fund analysis

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