Our Blogs

• 31Jan2018

  Saints & Sinners: UK Equity Income review 2018 (Part 2)

  31Jan2018

  Consistent growth in income paid to investors is THE vital component for income seekers. Not capital growth, volatility, or charges or some other statistical distraction.

  By Brian Dennehy

  Access Level | member

  Generating income

• 30Jan2018

  Saints & Sinners: UK Equity Income review 2018 (Part 1)

  30Jan2018

  Consistent growth in income paid to investors is THE vital component for income seekers. Not capital growth, volatility, or charges.
  
  Today's note emphasises the outcome in 2017.

  By Brian Dennehy

  Access Level | member

  Generating income

• 26Jan2018

  Trump and tax cuts - Fed and rate rises

  26Jan2018

  Much has been made of the tax cuts announced in the US, not least by Donald Trump. While the cuts are real, the trumpeted benefits will likely turn out to be more fake news. Meantime interest rates are heading up - why?

  By Brian Dennehy

  Access Level | public

  Market commentary

• 26Jan2018

  "I admit to not understanding it"

  26Jan2018

  Whole communities suddenly fix their minds upon one object, and go mad in its pursuit. Millions of people become simultaneously impressed with one delusion… Money has often been a cause of the delusions of multitudes…
  Popular delusions began so early, spread so widely, and have lasted so long, that instead of two or three volumes, fifty would scarcely suffice to detail their history.
  Memoirs of Extraordinary Popular Delusions and the Madness of Crowds, by Charles Mackay, 1869.

  By Sam Lees

  Access Level | public

  Market commentary

• 19Jan2018

  Is 30,000 the new 20,000? Or even higher???

  19Jan2018

  One of the key pieces of analysis and discussion in the next teleconference for Gold Members will be the continuing upside for stock markets, in particular for the leader of the pack, the US stock market. In recent weeks there has been increasing discussion of the possibility of a melt-up before the melt-down, and quite substantial.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 19Jan2018

  Buy Emerging Market funds? (Part 2)

  19Jan2018

  In Part 1 we looked at emerging markets in general. Here we take a closer look at the opportunities in a specific part of emerging markets – those funds which aren’t on the radar (yet). Read on to find out which and why, illustrated chart by chart.

  By Sam Lees

  Access Level | member

  Sector analysis

• 19Jan2018

  Buy Emerging Market funds? (Part 1)

  19Jan2018

  Is there a part of your portfolio invested in Emerging Markets? Many investors have a large home bias, so miss out on the opportunities overseas. We know there are a lot of Gold Members that do look at opportunities abroad. Here we look at why there is an opportunity in emerging markets right now, this being Part 1 of 2.

  By Brian Dennehy

  Access Level | member

  Sector analysis

• 14Jan2018

  Gold Members' Teleconference - January 2018

  14Jan2018

  Preparation on How to Not Be Surprised in the Coming Months - The Liquidity Problem and How this may be Reflected In Some Funds

  By Brian Dennehy

  Access Level | member

  Teleconference

• 12Jan2018

  Cash Alternatives

  12Jan2018

  The question has been asked by more than one Member, “what about cash substitutes?”. Let’s explore that.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 12Jan2018

  High Yield Bonds: Little Sense

  12Jan2018

  This blog is an extract from the upcoming TopFund Guide. It is obviously significant for high yield bond fund holders. Those in strategic bond funds should also be wary, as a large proportion of high yield bonds reside in such funds. Plus it is important to understand how a collapse in this sector would threaten global markets of all kinds.
  

  By Brian Dennehy

  Access Level | public

  Bond Analysis

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