Our Blogs

• 30Nov2018

  Reconciling market chaos and caveman instincts

  30Nov2018

  When I studied the philosophy of law I came across two characters - the man on Mars on the one hand, and the hermeneutic observer (let’s call him Herman for short) on the other.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 23Nov2018

  Is there value in Emerging Markets?

  23Nov2018

  Emerging markets are at cheap and unloved. Is this justified or should you be picking them up at bargain basement prices?

  By Sam Lees

  Access Level | member

  Sector analysis

• 23Nov2018

  Market update – on the edge

  23Nov2018

  This week I wanted highlight how a number of key markets appear to be on the cusp of a sharper break downwards, including the UK stock market.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 23Nov2018

  Chart of the Week: Wealth Inequality

  23Nov2018

  Last week’s chart showed how US manufacturing was still happening but productivity increases meant more people out of a job.

  By

  Access Level | public

  Market commentary

• 16Nov2018

  Is Modi going down the drain?

  16Nov2018

  World Toilet Day on 19th November is no laughing matter for 4.5 billion people worldwide.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 16Nov2018

  Chart of the Week: It’s not China’s fault!

  16Nov2018

  A long time ago we said that China wasn’t stealing American jobs. The problem wasn’t China it was US productivity increasing.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 16Nov2018

  Market update - stay tuned...

  16Nov2018

  Following on from the recent teleconference, here is a quick market update.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 16Nov2018

  Dynamic Portfolio Review: Japan 3-month momentum portfolio

  16Nov2018

  Japan has been one of the cheapest stock markets in the developed world for a number of years but has been down for so long it has, typically, been overlooked by Western investors. But not by us - it was one of our two Trades Of The Decade. Here’s a review of our Dynamic Japan 3-month momentum portfolio, a slightly tweaked version of our normal Dynamic Portfolios.

  By Sam Lees

  Access Level | member

  Dynamic Portfolios

• 16Nov2018

  Japan: The best opportunity no one is looking at?

  16Nov2018

  Japan is the world’s third-largest economy. But it’s also one of the cheapest and the most-overlooked of the developed stock markets. Here we look at what worries investors and the opportunities.

  By Sam Lees

  Access Level | member

  Sector analysis

• 09Nov2018

  Year 3 – Can Trump Magic tame The Bear?

  09Nov2018

  Donald Trump was elected on 8th November 2016, and his third year* has just begun. After two cracking years for markets, what can we expect from Trump 3?

  By Brian Dennehy

  Access Level | public

  Market commentary

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