Our Blogs

• 19Aug2022

  Value Update – August 2022 – Is the Rotation Coming To An End?

  19Aug2022

  As we touched on in Wednesday’s teleconference, the extent to which Value investing is outperforming Growth investing is widening in almost all sectors. Today we dig a little deeper into those conclusions, as well as publishing our bi-annual update of our unique Value Universe.

  By Ruairi Dennehy

  Access Level | member

  Market commentary

• 15Aug2022

  Gold Members' Teleconference - August 2022

  15Aug2022

  1945 - Opportunities - Markets - Technical Analysis - Rate Risk

  By Brian Dennehy

  Access Level | member

  Teleconference

• 12Aug2022

  The Power of Doubt Summer 2022

  12Aug2022

  In his 2012 book Nobel Prize winner Daniel Kahneman (DK) highlights many strange traits in the human condition, one of which is our apparent inability to acknowledge the full extent of our ignorance and the uncertainty of the world in which we live.

  By Ruairi Dennehy

  Access Level | public

  Market commentary

• 12Aug2022

  UK Blended – Dynamic Portfolio Review

  12Aug2022

  This week we review our Dynamic UK Blended Portfolio. We explore how the portfolio is made and its performance, both short-term and long-term.

  By Ruairi Dennehy

  Access Level | member

  Dynamic Portfolios

• 12Aug2022

  Potential Unlocked – The Investment Opportunities

  12Aug2022

  Last week I looked at how the UK's huge economic potential can be unlocked with political leadership. This week it’s time to consider the investment opportunities which, given that direction, would also blossom.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 05Aug2022

  Massive Untapped Potential Seeking Leadership

  05Aug2022

  Today I want to look at how the pandemic and the Tory leadership contest have together revealed the weakness of conventional economics, and, much more importantly, shone a light on huge untapped potential. Next week I look at the investment potential this could unlock.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 05Aug2022

  World ex-UK – Dynamic Portfolio Review

  05Aug2022

  This week we review our Dynamic World ex-UK Portfolio. We explore how the portfolio is made and its performance, both short-term and long-term.

  By

  Access Level | member

  Dynamic Portfolios

• 29Jul2022

  China Gradually Returning To Pragmatism

  29Jul2022

  US-based Andy Rothman, investment strategist at Matthews Asia, outlines reasons for longer term optimism, and explains that the key short-term risk is the degree of pragmatism in China’s response to the BA.5 variant of Omicron.

  By Guest Blog

  Access Level | member

  Guest Blog

• 29Jul2022

  [Sector Edition] What’s Hot, What’s Not: Commodities Hot, US Not

  29Jul2022

  July’s top and bottom performing sectors almost perfectly mirror the best and worst funds throughout the month. The tech and innovation focussed sectors dominate the top spots, while China and a mix of global bonds had a tough July.

  By Ruairi Dennehy

  Access Level | public

  What's Hot What's Not

• 29Jul2022

  [Fund edition] What’s Hot, What’s Not: Fund Edition

  29Jul2022

  An eclectic mix of funds make up the top performers in July, including a Commodities and a Japan fund. Nonetheless, Tech seems to be the underlying theme of most hot funds for July. On the flipside, a complete reversal from June’s commentary where China dominates the laggards.

  By Ruairi Dennehy

  Access Level | member

  What's Hot What's Not

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