Our Blogs

• 03Jul2020

  India (part 1): Lives or Livelihoods?

  03Jul2020

  As many countries around the world attempt to resume ‘normal’ pre-COVID life, there aren’t many countries, if any, that are in the same boat as India, for better and worse.

  By

  Access Level | public

  Market commentary

• 03Jul2020

  Bonkers 6-Month - Dynamic Portfolio Review

  03Jul2020

  We start this month with an update on our massively successful, but volatile, Bonkers Portfolio. Even if it is not to your taste, there are two essential lessons for all investors, in funds or otherwise.

  By Sam Lees

  Access Level | member

  Dynamic Portfolios

• 26Jun2020

  Brexit 4 years on – how was it for you?

  26Jun2020

  It’s been four years since the Brexit vote and “Brexit” has been the background noise for much of the time since June 2016.. A lot of ink has been spilled on the subject (and expect more to come as we head into the Autumn and the next deadline). Here we review the progress of all funds and sectors since the vote, not just UK. Have you missed out? If you did, how can you make sure that doesn’t happen again?

  By Sam Lees

  Access Level | member

  Fund analysis

• 26Jun2020

  Where In The World? – Asset Allocation

  26Jun2020

  Rather than trying to analyse every twist and turn in hourly news bulletins, this virus period creates time to go over fundamental issues. Here I look at asset allocation. If more people did this before throwing themselves at individual funds, I believe they would have much tighter, less stressful, portfolios, and ultimately greater success.

  By Brian Dennehy

  Access Level | public

  Portfolio building

• 26Jun2020

  Investing Under 30 (2) – The Bonkers Approach

  26Jun2020

  Last time (Investing Under 30? You Will Want Some Of This) I looked at how to give you a realistic opportunity of funding a gap year in your 30s – an enticing possibility based on the evidence of where the greatest opportunity lies in the years just ahead. Moreover, it was based on what I did myself from the late 1980s, and it was hugely profitable. This week I go off-piste – it’s Bonkers!

  By Brian Dennehy

  Access Level | public

  Generating growth

• 19Jun2020

  Fund managers – skilful or lucky?

  19Jun2020

  Some recent fund manager moves and retirements have triggered the question: should I sell a fund because manager X has moved on? What this question really boils down to is: do you think fund managers are skilful or lucky?

  By Brian Dennehy

  Access Level | public

  Market commentary

• 19Jun2020

  Anatomy Of A Mania – and what this implies for your timing

  19Jun2020

  Rip-roaring investment manias are quite rare, and the last one was the tech bubble from 1998-2000. They never end well, and are very dangerous for investors who are overcommitted to markets. Nonetheless, it is important to understand what this might imply for your current positioning, and also my working assumption.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 19Jun2020

  Sector Review: Cloudy outlook, silver linings and fractures

  19Jun2020

  In a reversal of our last six-month review at the end of 2019 more than half of the sector averages are in negative territory. Tech topped the table while the UK sectors took a hammering. The good news? We’re already seeing some great long-term potential emerging for discerning investors.

  By Sam Lees

  Access Level | member

  Sector analysis

• 17Jun2020

  Gold Members Teleconference - June 2020

  17Jun2020

  The latest teleconference for Gold Members from June 2020.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 12Jun2020

  European Value – the opportunity and the risks

  12Jun2020

  Last week we looked at an opportunity in UK Value funds (The Value Opportunity). This week we broaden this out to look at how Growth and Value has fared in Europe. Are things different there, are there opportunities for investors and what should you buy? Or is Europe an accident waiting to happen?

  By Sam Lees

  Access Level | member

  Market commentary

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