Our Blogs

• 08Sep2017

  WAR - Lucky Generals have a plan

  08Sep2017

  Is the US likely to go to war? People who analyse this stuff for their day job say 'yes'. You don't need to agree or disagree. You just need to understand how the markets are likely to respond if that happens, and plan your response now, while markets are relatively calm.
  
  Here we look at: 1. What happens when the US goes to war. 2. Is war likely to burst the stock market bubble, with 50%+ falls? 3. How should you prepare your portfolio?
  
  

  By Brian Dennehy

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  Market commentary

• 01Sep2017

  1987 Crash, 2017 Crash? Part 1

  01Sep2017

  With the 30th anniversary of the 1987 Crash looming, we had to update our history of “Black Monday, The Crash of 1987”.
  
  Inevitably on this occasion we must also draw parallels with the horribly inflated US stock market of today. For now, here is the part of our ebook leading up to October, with the rest following in coming weeks. I hope you enjoy it – and yes, I was there.
  

  By Brian Dennehy

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  Market commentary

• 01Sep2017

  What's Hot, What's Not?

  01Sep2017

  You continue to be handsomely rewarded in 2017 by taking risks outside the UK. In contrast there is a continuing fall from grace of the manager who dominated the UK fund industry for a couple of decades.
  
  This is our regular feature on highlights of the last month.

  By

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  What's Hot What's Not

• 01Sep2017

  When should investors sell? Can we learn from Woodford troubles?

  01Sep2017

  When should we acknowledge that our investment choice was wrong, and sell? Neil Woodford’s latest troubles bring this question into sharp focus.
  
  
  

  By Brian Dennehy

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  Market commentary

• 25Aug2017

  (Not) Learning From History

  25Aug2017

  It’s nearly 10 years on from the bailout of Northern Rock, when the UK government had to step in to bail out the troubled lender, and the following year this was followed by The Great Financial Crisis.
  

  By Sam Lees

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  Market commentary

• 25Aug2017

  Gold doesn’t often glitter

  25Aug2017

  Many investors, encouraged by some very clever analysts, allocate a permanent position in their portfolios to gold. Is there any evidence that this makes sense?
  
  On the grounds that I should put up or shut up on this issue, here I have sliced and diced the data since 1977 – you MUST read this if you have any interest in gold and gold funds.

  By Brian Dennehy

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  Sector analysis

• 25Aug2017

  Guest blog: The legacy of US Patent 132: how will electric vehicles impact future global oil demand?

  25Aug2017

  The fund manager, Guinness Asset Management – managers of the Guinness Global Energy Fund – recently produced a very interesting piece on electric vehicles and the future of oil demand. There’s quite a bit of detail but we think spending a few minutes reading through this is a good investment.
  
  Like all good stories, it starts in the US Patent Office….

  By

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  Sector analysis

• 18Aug2017

  Property fund confusion: Investment Trust or Unit Trust?

  18Aug2017

  Thinking of investing in a commercial property fund? Then you’ve probably come up against the Investment Trust (IT) vs. Unit Trust (UT) dilemma. Both have their merits but both are different, so it depends on what you want, as we explain.
  
  We make it very clear which should suit you.

  By Brian Dennehy

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  Fund analysis

• 18Aug2017

  How do you judge a good income fund?

  18Aug2017

  Sanlam Private Wealth have recently published their take on the best income funds (The White List Income Study). As always, we take great interest in any research on income generation. Sanlam’s study is comprehensive.
  
  

  By Brian Dennehy

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  Generating income

• 17Aug2017

  Howard Marks on ETFs

  17Aug2017

  Following on from Boom Bubble Bust: Part II - The ETF Mania we are pleased to see that we’re not the only ones worrying about the dangers.
  
  

  By

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  Market commentary

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