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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

Access Level | public

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

Access Level | public

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

Access Level | member

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

Access Level | public

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

Access Level | public

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

Access Level | public

Market commentary
11Aug2017

Blueprint for a Cautious Portfolio

11Aug2017

Given how low interest rates are, you probably will not be keen on having over-much in cash. On the other hand, stock markets seem perpetually worrying. But there are alternatives.

By Brian Dennehy

Access Level | public

Portfolio building
11Aug2017

Japan: automatically appealing?

11Aug2017

Many investors seem keen to find reasons not to invest in Japan. Granted, Japan suffered many years of poor returns, and Abenomics might have had mixed success. But there are huge opportunities in this innovative, reforming economy, including a new drive to robots and automation, driven by a unique cultural mindset.

By Brian Dennehy

Access Level | public

Market commentary
11Aug2017

Neil Woodford “hell” – how should investors respond?

11Aug2017

In his words, Neil Woodford has just gone through a “fortnight from hell”, with more than £350m of losses according to the Sunday Telegraph.

But nothing works for ever, especially in fund management. What should you do? Sell or sit tight? And what are the alternatives? All this is explored here.

By Brian Dennehy

Access Level | public

Fund analysis
04Aug2017

Boom Bubble Bust Part IV: The ugly end. But when?

04Aug2017

Last week I ended Part III by asking “What Next?”. Sadly, identifying a bubble does not inform you as to when it might burst - it could be a year or two away. But you can already guess how it might unfold.

Here I explore the role that ETFs are likely to play in the bust, and what to look out for before the worst falls.

By Brian Dennehy

Access Level | public

Generating growth

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