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Our Blogs

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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
04Sep2020

Value. A sleeping giant?

04Sep2020

In the last couple of weeks, we have looked at the huge potential in Value-style funds when “The Great Rotation” happens (see links to our most recent Value blogs at the end). Here we take a step back to look at how we got to where we are, and some examples of the massive splits between the Growth and Value styles that we have witnessed in the recent past.

By Brian Dennehy

Access Level | public

Market commentary
04Sep2020

Government Bond Basics (MMT 3)

04Sep2020

Governments very seldom have enough money, even after tax receipts, as the demands of the population grow every year. So they borrow money, in the form of bonds, and this debt mountain grows year after year. This is having widespread and unintended consequences on voters and taxpayers and consumers. Why?

By Brian Dennehy

Access Level | member

Market commentary
04Sep2020

Debt and Bonds - Inflation Magic is Missing (MMT 2)

04Sep2020

Historically government debt (in the form of bonds) is seldom repaid, or at least not until many years later when its value is diminished by inflation. This is the magic of inflation – and why no inflation is such a huge headache for governments and the rest of us.

By Brian Dennehy

Access Level | member

Market commentary
04Sep2020

The Money Revolution (MMT 1)

04Sep2020

Announcements by the Federal Reserve and the Bank of England last week triggered warnings from the usual suspects of hyper-inflation and the end of the world as we know it. For you and I there are important implications for the direction of our economies and identifying where the investment potential lies for years ahead.

By Brian Dennehy

Access Level | member

Market commentary
04Sep2020

Bonkers 6-Month - Dynamic Portfolio Review

04Sep2020

Here's the latest update for our massively successful, but volatile, Bonkers Portfolio. Even if it's not to your taste, there are two essential lessons for all investors, in funds or otherwise. These two lessons are crucial to your investing success, particularly in these uncertain times.

By Ben Debney

Access Level | member

Dynamic Portfolios
28Aug2020

What’s Hot, What’s Not: US Tech shines, Latin American struggles

28Aug2020

There is an obvious split this month. US tech has performed very well, while anything that touches Brazil has had a tough month.

By

Access Level | member

What's Hot What's Not
28Aug2020

The Power Of Doubt

28Aug2020

Twice in the last teleconference I suggested the investment outlook was “a toss of a coin”, for the US stock market and gold. Shouldn’t you expect more certainty from your “expert”? What can you learn from my apparent indecision?

By Brian Dennehy

Access Level | member

Market commentary
28Aug2020

NEW RESEARCH: Investment Trust edge in Asia

28Aug2020

If you have been keeping track of our portfolios on FundExpert you’ll know that we already track a Dynamic 3-month momentum portfolio for Japan (which just had a great review, see here). We wanted to extend this research to investigate the Asia-Pacific ex-Japan sector, including the impact of adding investment trusts. We have now done this, and the results are impressive!

By Ben Debney

Access Level | member

Investment research

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