Our Blogs

• 19Jun2019

  Gold Members' Teleconference - June 2019

  19Jun2019

  Asset Allocation - Gold Member Portfolio Review - Markets Update - Woodford - Cash and Re-investing - 6 or 3 month momentum - ETFs and Momentum

  By Brian Dennehy

  Access Level | member

  Teleconference

• 14Jun2019

  Investing fundamentals – will it be all right on the night?

  14Jun2019

  Most clients, most of the time, have the greatest exposure to stock markets through the UK or overseas, typically a bit of both. There are times, and now feels like one of those times, when it is good to revisit why this makes sense.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 14Jun2019

  Woodford lessons

  14Jun2019

  It is natural for investors, after a debacle such as we have seen with Woodford, to simply stick their heads in the sand. It is also just as likely that investors who went nowhere near Neil’s fund will also stick their head in the sand and think “This will never happen to me!”

  By

  Access Level | public

  Fund analysis

• 14Jun2019

  International Panic Day - markets and panic

  14Jun2019

  It is international panic day on the 18th June. Genuine panic is a nasty personal event, and I want to explore that and what “panic” means in market terms, because they are very different. This also covers the opportunities created by market-style panic, and the two pillars of our approach to investing.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 14Jun2019

  Brexit birthday - 3 years old

  14Jun2019

  In the run up to the third anniversary of the Brexit vote you may be wondering if there are still some bargains to be picked up, given how things are reported in the press. When we approach investing, we’re not so much looking at what might be cheap (something is always cheap) but rather what is motoring, despite expectations and gloom-ridden front page headlines.

  By Sam Lees

  Access Level | member

  Market commentary

• 07Jun2019

  Market update – spookily accurate

  07Jun2019

  A couple of weeks ago we said:
  
  “the market is still continuing along the path we considered “most likely” in the short term. The target for the S&P 500 is now 2720-2740, a fall of 3-4% from the level as I write”
  
  

  By Brian Dennehy

  Access Level | member

  Market commentary

• 07Jun2019

  Woodford – not a surprise, but still a shock

  07Jun2019

  The news of the suspension of Woodford Equity Income this week is not a surprise when you consider the problems which were very publicly displayed since Summer 2007, when they were publicly acknowledged by Neil. But that something on this scale should happen is still a shock.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 07Jun2019

  

  What is helicopter money? (Part III)

  07Jun2019

  Why have I done this now? Updated and added to what might seem an esoteric economic issue, with no immediately obvious investment implications…
  
  

  By Brian Dennehy

  Access Level | member

  Market commentary

• 07Jun2019

  China “A” shares research – wide fund variations

  07Jun2019

  As we said two weeks ago “There does appear to be a cheap opportunity to buy China, and an exposure to “A” shares looks particularly interesting”. As promised, here is the analysis of the China funds with greatest exposure to this potential.

  By

  Access Level | member

  Market commentary

• 31May2019

  3x the index over the long term (Dynamic Global review)

  31May2019

  The Dynamic Global Portfolio moves investors into the sectors with the most momentum. Here we review the portfolio and with review dates in December and June. Read on to find out about the great potential the Dynamic Global Portfolio creates for investors over the long-term.

  By Sam Lees

  Access Level | member

  Dynamic Portfolios

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