Our Blogs

• 11Jun2021

  US And Chinese Tectonic Plates Pulling Apart

  11Jun2021

  The developed world, led by a very extravagant Joe Biden, is throwing extraordinary sums at the economy. Hence the hysteria over inflation.
  
  But China is not playing. What is going on? And what does it mean for your investing?
  

  By Brian Dennehy

  Access Level | member

  Market commentary

• 11Jun2021

  Investing Under 30s – Unlocking Your Potential (Part 1)

  11Jun2021

  Are you aged under 30? You go to work day after day to make money. How about using that money to make more money? That’s investing. Learn how to invest and possibly in a way which could transform your life, or at the very least your financial well-being.

  By Brian Dennehy

  Access Level | public

  Generating growth

• 10Jun2021

  Investment Funds – The Optimal Football Team?

  10Jun2021

  Investment Funds – The Optimal Football Team

  By

  Access Level | member

  Portfolio building

• 04Jun2021

  Barings ASEAN – Very Hidden Value

  04Jun2021

  Inspired by our friends at Barings, this blog explores ASEAN from an investment perspective. Wondering what the ASEAN is? Or how ASEAN might present you with a great investment opportunity? Then do read on…

  By Ben Debney

  Access Level | member

  Investment research

• 04Jun2021

  10 Funds for The Bounce – FINAL REVIEW

  04Jun2021

  After the positive announcement of Pfizer vaccine trials on 9th November, “Pfizer Monday”, we updated this portfolio to reflect the new state of play.

  By Brian Dennehy

  Access Level | member

  Fund analysis

• 04Jun2021

  Global – Dynamic Portfolio Review

  04Jun2021

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

  By Ben Debney

  Access Level | member

  Dynamic Portfolios

• 28May2021

  What’s Hot, What’s Not: Gold Hot (again), North America Not

  28May2021

  Gold continues to rise from its low in March 2021, and a couple of Indian funds have bounced back following a rough ride last month. On the flipside several North American funds have taken a tumble, both small and larger cap.

  By Ben Debney

  Access Level | member

  What's Hot What's Not

• 28May2021

  Guest Blog – Wildcat Money: Just How Bad Is The Crypto Crisis?

  28May2021

  Like many financial scams Bitcoin purports to offer something complex and sophisticated. The initial concept set out by “Satoshi Nakamoto” in 2008 suggested a digital currency that would enable peer to peer financial transactions, cutting out financial intermediaries extracting exorbitant economic rents. Owing to its self-imposed ceiling on the amount of Bitcoin outstanding it would also act as a superior “store of value” to conventional fiat currencies. Neither of these claims stands scrutiny: the notion of scarcity value of cryptocurrency is derisory; the real world non-criminal use case is so far unproven.

  By

  Access Level | public

  Fund analysis

• 28May2021

  Challenging Orthodoxy

  28May2021

  The death of David Swensen a couple of weeks ago highlighted the importance of challenging lazy orthodoxy. Here I want to explore just that, what we can learn from David, and how his track record stands up.

  By Brian Dennehy

  Access Level | public

  Market commentary

• 28May2021

  Europe Under the Spotlight – 97% Chance of Out-Performance (Part 2)

  28May2021

  we highlighted that despite European Growth funds massively outperforming European Value funds for many years, the tide has turned – as we bang on about almost every week! But has this changing of the tide translated into the top performing in Europe?

  By

  Access Level | member

  Sector analysis

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