Our Blogs

• 22Mar2019

  Does combining investment trusts and unit trusts improve performance?

  22Mar2019

  Over the last few weeks, we’ve had growing demand for more research into Investment Trusts (ITs) as many of you hold them alongside Unit Trusts (UTs) in your portfolios.

  By Sam Lees

  Access Level | member

  Investment research

• 21Mar2019

  How we got here.

  21Mar2019

  In the March teleconference we said we would summarise how we got to this point from our original analysis at the start of 2018. We want to make sure everyone is up to speed otherwise coming on board is a bit like starting watching a murder mystery halfway through without knowing the plot.

  By Sam Lees

  Access Level | member

  Market commentary

• 21Mar2019

  Guest blog: AI’s success story still has a few missing chapters

  21Mar2019

  A recent piece from the Value Perspective team at Schroders caught our eye. The potential of new technologies like robotics and AI is huge but there are risks if it isn't used effectively.

  By The Value Perspective, Schroders

  Access Level | public

  Market commentary

• 21Mar2019

  The investment strategy that is always profitable

  21Mar2019

  This is not a get rich scheme promising outlandish returns. It is essentially regular investing but with a twist. And it has been very successful for our advisory clients since the 1980s. This blog has been re-written in the light of the unfolding potential in China, and the fact that many investors are sitting on much more cash than usual – this strategy can give that cash purpose.

  By Brian Dennehy

  Access Level | member

  Generating growth

• 15Mar2019

  The Confidence Roller-Coaster…

  15Mar2019

  …brought to you by various central banks.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 15Mar2019

  Go East, young man.

  15Mar2019

  We have reviewed the Bonkers and the “steady Eddy” Cautious Portfolios for this month. Here we look at another great long-term performer: the Dynamic Asia & Emerging Markets portfolio with its review points falling in March and September.

  By Brian Dennehy

  Access Level | member

  Generating growth

• 15Mar2019

  ISA Millionaire. Only 2 ingredients.

  15Mar2019

  There are just two requirements to becoming an ISA millionaire

  By Brian Dennehy

  Access Level | public

  Generating growth

• 14Mar2019

  Investing novice? KISS

  14Mar2019

  We are frequently asked by novice investors to recommend funds for their first investment. Sound interesting? Be careful. Don’t run before you can walk!

  By Brian Dennehy

  Access Level | member

  Generating growth

• 08Mar2019

  Maximise your ISA income now

  08Mar2019

  We regularly talk about how important a consistently growing income is for income investors and that research underpins our unique Income Tool. But what if you want more ISA income now? Are there funds you can use? And what are the sacrifices? We look into that here.

  By Brian Dennehy

  Access Level | member

  Generating income

• 08Mar2019

  Feeling cautious? This may be the Dynamic Portfolio for you!

  08Mar2019

  Last week we reviewed the Bonkers Portfolio with its great long-term returns. Next up for review this month is the Dynamic Cautious Portfolio – a great option for momentum investors seeking a lower risk solution. Here we look at what’s in the Dynamic Cautious Portfolio and how it has done over the last 6 months.

  By Sam Lees

  Access Level | member

  Dynamic Portfolios

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